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Total Wealth Planning, Llc
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BlackRock, Inc.
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Truefg, Llc
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Arch Capital Group Ltd.
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Intergy Private Wealth, LLC
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McMahon Financial Advisors, LLC
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Paradigm Financial Partners, Llc
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Focus Financial Network, Inc.
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Simplicity Wealth,LLC
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Galvin, Gaustad & Stein, LLC
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Roger Wittlin Investment Advisory, LLC
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Fonville Wealth Management LLC
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Rock Creek Group, LP
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Nova Wealth Management, Inc.
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Roundview Capital LLC
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Amara Financial, Llc.
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Wealthfront Advisers Llc
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Dana Investment Advisors, Inc.
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Klaas Financial Asset Advisors, LLC
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Mattson Financial Services, LLC
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Aspen Investment Management Inc
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SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
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Hsbc Holdings Plc
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Cape Investment Advisory, Inc.
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Burke & Herbert Bank & Trust Co
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Woodward Diversified Capital, Llc
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Ameriflex Group, Inc.
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Evanson Asset Management, LLC
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Centurion Wealth Management LLC
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Pnc Financial Services Group, Inc.
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Webster Bank, N. A.
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Meridian Wealth Management, LLC
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Dynasty Wealth Management, Llc
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Kmg Fiduciary Partners, Llc
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Lindbrook Capital, Llc
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Parsons Capital Management Inc/ri
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Mpwm Advisory Solutions, Llc
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Atwood & Palmer Inc
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Weaver Consulting Group
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Sona Asset Management (us) Llc
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Park Square Financial Group, LLC
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Ieq Capital, Llc
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Bensler, LLC
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TCTC Holdings, LLC
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E&G Advisors, LP
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D L Carlson Investment Group Inc
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Capital Investment Advisory Services, LLC
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Rede Wealth, LLC
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Keystone Global Partners, LLC
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State Farm Mutual Automobile Insurance Co
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Regions Financial Corp
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Strategic Investment Advisors / MI
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Sachetta, LLC
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Mitsubishi UFJ Trust & Banking Corp
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Envestnet Asset Management Inc
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Boston Family Office Llc
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Tandem Investment Partners LLC
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Diversified Portfolios, Inc.
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One Day In July LLC
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Matson Money. Inc.
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C2C Wealth Management, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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Gemmer Asset Management LLC
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Red Lighthouse Investment Management, Llc
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Jpmorgan Chase & Co
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Successful Portfolios LLC
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Wambolt & Associates, LLC
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Monograph Wealth Advisors, Llc
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BlueSky Wealth Advisors, LLC
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Financial Engines Advisors L.L.C.
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Rialto Wealth Management, LLC
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Red Cedar Investment Management, Llc
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Elevate Wealth Advisory, Inc
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AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
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Rockwood Wealth Management, LLC
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XTX Topco Ltd
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GeoWealth Management, LLC
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Dorsey & Whitney Trust CO LLC
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Jaffetilchin Investment Partners, LLC
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Richardson Financial Services Inc.
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Dakota Wealth Management
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Ark & Tlk Investments, Llc
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Sunflower Bank, N.A.
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Northern Oak Wealth Management Inc
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Wbh Advisory Inc
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Discipline Wealth Solutions, LLC
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Hallmark Capital Management Inc
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CI Private Wealth, LLC
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SOUTH STATE Corp
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GEN Financial Management, INC.
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Avantax Advisory Services, Inc.
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Curbstone Financial Management Corp
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Bank of New York Mellon Corp
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Integral Investment Advisors, Inc.
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Washington Capital Management Inc
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Point72 Asset Management, L.P.
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Hemington Wealth Management
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Brown, Lisle/cummings, Inc.
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JT Stratford LLC
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Larson Financial Group LLC
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ABLE Financial Group, LLC
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Bear Mountain Capital, Inc.
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Cetera Investment Advisers
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Rockbridge Investment Management, LCC
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Iron Horse Wealth Management, LLC
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Sovran Advisors, LLC
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Forum Private Client Group LLC
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Tableaux Llc
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MidAtlantic Capital Management, Inc.
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Busey Wealth Management
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Garde Capital, Inc.
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United Capital Financial Advisers, Llc
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Garrison Point Advisors, Llc
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YHB Investment Advisors, Inc.
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Forefront Analytics, LLC
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West Chester Capital Advisors, Inc
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Whittier Trust Co
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Northern Trust Corp
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Creative Planning
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Envestnet Portfolio Solutions, Inc.
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Harwood Advisory Group, LLC
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Pinkerton Retirement Specialists, LLC
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Register Financial Advisors LLC
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Morgan Stanley
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Captrust Financial Advisors
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Burns J W & Co Inc/ny
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Assetmark, Inc
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Fortress Wealth Group, LLC
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Berger Financial Group, Inc
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Cornerstone Wealth Group, LLC
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IFG Advisory, LLC
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Heck Capital Advisors, LLC
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Edgestream Partners, L.P.
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Gilbert & Cook, Inc.
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Robertson Stephens Wealth Management, LLC
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Kingstone Capital Partners Texas, LLC
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Keel Point, LLC
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Hantz Financial Services, Inc.
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Rossby Financial, LCC
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Frazier Financial Advisors, LLC
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MTC Wealth Management LLC
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Glass Jacobson Investment Advisors llc
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Wells Fargo & Company/mn
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Brucke Financial, Inc.
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U.S. Capital Wealth Advisors, LLC
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FMFIX - RBB FUND, INC. - Free Market Fixed Income Fund Institutional Class
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Wolff Wiese Magana Llc
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Strategic Financial Services, Inc,
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LRI Investments, LLC
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Creekmur Asset Management LLC
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Transatlantique Private Wealth Llc
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Union Savings Bank
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Octavia Wealth Advisors, LLC
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Gunma Bank,Ltd.
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Apella Capital, LLC
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St Germain D J Co Inc
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Kanawha Capital Management Llc
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Atticus Wealth Management, Llc
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Ignite Planners, LLC
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Emerald Investment Partners, Llc
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Congress Wealth Management LLC / DE /
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Gables Capital Management Inc.
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Betterment LLC
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Smithfield Trust Co
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Allianz Investment Management U.S. LLC
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Apollon Wealth Management, LLC
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Barings Llc
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Sequoia Financial Advisors, LLC
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Semitam Bonam Llc
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Sigma Planning Corp
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Pinnacle Bancorp, Inc.
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Martin Capital Advisors, LLP
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Alaska Permanent Capital Management
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First International Bank of Israel Ltd.
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Keeley-Teton Advisors, LLC
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Hunter Associates Investment Management Llc
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Mendota Financial Group, LLC
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Fox Hill Wealth Management
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Accurate Wealth Management, LLC
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Visionary Horizons, LLC
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Farther Finance Advisors, LLC
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Axxcess Wealth Management, Llc
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Hilton Capital Management, LLC
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Hudson Portfolio Management LLC
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Pinnacle Associates Ltd
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Capital Investment Advisors, LLC
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Capital Insight Partners, Llc
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Arkadios Wealth Advisors
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Millennium Management Llc
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Capital Investment Services of America, Inc.
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Marathon Strategic Advisors, LLC
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Lido Advisors, LLC
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Rockefeller Capital Management L.P.
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AlTi Global, Inc.
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Disciplina Capital Management LLC
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Wescott Financial Advisory Group, LLC
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Rsm Us Wealth Management Llc
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Bull Street Advisors, LLC
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|
Independence Bank of Kentucky
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Hirtle Callaghan & Co LLC
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Hall Capital Management Co Inc
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Rise Advisors, LLC
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Centricity Wealth Management, LLC
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|
BRYN MAWR TRUST Co
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Indiana Trust & Investment Management CO
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Bank Hapoalim Bm
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Dogwood Wealth Management LLC
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Compton Financial Group, LLC
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Eubel Brady & Suttman Asset Management Inc
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Colony Group, LLC
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Argent Trust Co
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Ancora Advisors, LLC
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Compass Ion Advisors, LLC
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Wilshire Associates Inc
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Raymond James Financial Inc
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|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
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Dohj, Llc
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Wealth Advisory Solutions, LLC
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Phillips Financial Management, Llc
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Savant Capital, LLC
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Kennebec Savings Bank
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Alpha Financial Partners, LLC
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Eqis Capital Management, Inc.
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JBGlobal.com LLC
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Granite Investment Partners, LLC
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N.E.W. Advisory Services LLC
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Stonebridge Capital Advisors LLC
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Procyon Private Wealth Partners, LLC
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Jarislowsky, Fraser Ltd
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Wingate Wealth Advisors, Inc.
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Prudential Financial Inc
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Pathstone Holdings, LLC
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Cascade Wealth Advisors, Inc
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Keystone Financial Group, Inc.
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Private Trust Co Na
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Patriot Financial Group Insurance Agency, LLC
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|
Glassman Wealth Services
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|
Johns Hopkins University
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Migdal Insurance & Financial Holdings Ltd.
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Outlook Wealth Advisors, LLC
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Bulltick Wealth Management, LLC
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Buffington Mohr McNeal
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Fortis Capital Management LLC
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Stockman Wealth Management, Inc.
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Atlantic Edge Private Wealth Management, LLC
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Pinnacle Financial Partners Inc
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Argent Advisors, Inc.
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Concord Asset Management, LLC/VA
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Key FInancial Inc
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|
Sheets Smith Wealth Management
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CVA Family Office, LLC
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Courage Miller Partners, LLC
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Ameritas Advisory Services, LLC
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Caliber Wealth Management, LLC / KS
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Tompkins Financial Corp
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Astoria Strategic Wealth, Inc.
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Charter Trust Co
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White Pine Capital Llc
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Ballentine Partners, LLC
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Lowe Brockenbrough & Co Inc
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Sovereign Financial Group, Inc.
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Nations Financial Group Inc, /ia/ /adv
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SevenBridge Financial Group, LLC
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SBI Securities Co., Ltd.
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Hennion & Walsh Asset Management, Inc.
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Coordinated Financial Services, Inc.
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Ameritas Investment Partners, Inc.
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Strategic Advocates LLC
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Johnson Financial Group, Inc.
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Capital Analysts, Inc.
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Bell Investment Advisors, Inc
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Diversify Advisory Services, LLC
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Harbor Investment Advisory, Llc
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FDx Advisors, Inc.
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ORG Partners LLC
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Black Maple Capital Management LP
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Ameliora Wealth Management Ltd.
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Mesirow Financial Investment Management, Inc.
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Stephens Inc /ar/
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Brinker Capital Investments, LLC
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Pinnacle Wealth Planning Services, Inc.
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Alerus Financial Na
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Atlantic Union Bankshares Corp
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Amtrust Financial Services, Inc.
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Maryland Capital Advisors Inc.
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Hm Payson & Co
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Boltwood Capital Management
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|
Bellevue Asset Management, Llc
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|
Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF
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|
|
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|
Huntington National Bank
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|
Capital City Trust Co/fl
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|
McIlrath & Eck, LLC
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|
Td Asset Management Inc
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Y.D. More Investments Ltd
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MJT & Associates Financial Advisory Group, Inc.
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Grey Fox Wealth Advisors, LLC
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Lutz Financial Services LLC
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|
Legacy Bridge, LLC
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|
Siligmueller & Norvid Wealth Advisors LLC
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|
Colonial Trust Co / SC
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|
|
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Longview Financial Advisors LLC
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Brady Family Wealth, Llc
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Principal Securities, Inc.
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BTG Pactual Asset Management US LLC
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Oppenheimer & Co Inc
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RFG Advisory, LLC
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Skopos Labs, Inc.
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Invst, LLC
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BCJ Capital Management, LLC
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Saiph Capital, LLC
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GAMMA Investing LLC
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Fire Capital Management LLC
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DAVENPORT & Co LLC
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LaFleur & Godfrey LLC
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Ninety One UK Ltd
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Independent Solutions Wealth Management, LLC
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Ronald Blue Trust, Inc.
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Middleton & Co Inc/ma
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Cito Capital Group, LLC
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Transcend Wealth Collective, Llc
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Massmutual Trust Co Fsb/adv
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Ballentine Capital Advisors, Inc
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Pacific Point Advisors, LLC
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Portland Financial Advisors Inc
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Catalyst Capital Advisors LLC
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Proactive Wealth Strategies LLC
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Archer Investment Corp
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Bfsg, Llc
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Ntv Asset Management Llc
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Janney Montgomery Scott LLC
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Nordwand Advisors, LLC
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4J Wealth Management LLC
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BankPlus Trust Department
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Sandy Spring Bank
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Equitable Holdings, Inc.
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Sabal Trust CO
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Ipswich Investment Management Co., Inc.
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City National Bank Of Florida /msd
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Graybill Bartz & Assoc Ltd
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Crescent Grove Advisors, LLC
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Kiker Wealth Management, LLC
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Signet Financial Management, Llc
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Capital Advisors Wealth Management, LLC
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First Affirmative Financial Network
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Td Private Client Wealth Llc
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Golden State Wealth Management, LLC
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EP Wealth Advisors, Inc.
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Duncker Streett & Co Inc
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Goelzer Investment Management, Inc.
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JCIC Asset Management Inc.
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Wynn Capital, LLC
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Franklin Resources Inc
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Guardian Wealth Advisors, Llc / Nc
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Ensign Peak Advisors, Inc
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Kingsview Wealth Management, LLC
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Capital Advisors, Ltd. LLC
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Geneos Wealth Management Inc.
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Thrivent Financial For Lutherans
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Park Avenue Securities Llc
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Mmbg Investment Advisors Co.
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McAdam, LLC
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BG Investment Services, Inc.
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eCIO, Inc.
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Foster & Motley Inc
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Wealth Advisors of Tampa Bay, LLC
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SCS Capital Management LLC
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Wbi Investments, Inc.
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Israel Discount Bank of New York
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Eagle Global Advisors Llc
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DFLAX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Floating Rate Income Fund Class A
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Laurel Wealth Advisors LLC
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Eastern Bank
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Whittier Trust Co Of Nevada Inc
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Wesbanco Bank Inc
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IHT Wealth Management, LLC
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Fiduciary Group LLC
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Commerce Bank
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Anchor Capital Advisors Llc
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SkyOak Wealth, LLC
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Bank Of America Corp /de/
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JPL Wealth Management, LLC
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Main Management LLC
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Freestone Capital Holdings, LLC
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AMG National Trust Bank
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SYM FINANCIAL Corp
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Alley Investment Management Company, LLC
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ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
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Leavell Investment Management, Inc.
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Barclays Plc
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Thompson Investment Management, Inc.
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McKinley Carter Wealth Services, Inc.
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Bessemer Group Inc
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Federation des caisses Desjardins du Quebec
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SHIEX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Shield Fund Class A
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First Washington CORP
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EverSource Wealth Advisors, LLC
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Northstar Advisory Group, LLC
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Insight Wealth Partners, LLC
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Diversify Wealth Management, Llc
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Harbor Asset Planning, Inc.
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XY Planning Network, Inc.
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Investment Advisory Group, LLC
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Horizon Investments, LLC
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Investment Partners, Ltd.
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Exencial Wealth Advisors, Llc
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NorthRock Partners, LLC
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Rosenberg Matthew Hamilton
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Bartlett & Co. Wealth Management Llc
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Kingswood Wealth Advisors, Llc
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Gamco Investors, Inc. Et Al
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Schechter Investment Advisors, LLC
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Future Financial Wealth Managment LLC
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First Horizon Advisors, Inc.
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Colonial Trust Advisors
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Barrett & Company, Inc.
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We Are One Seven, LLC
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BlueChip Wealth Advisors LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Nelson Capital Management, LLC
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Gradient Investments LLC
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ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
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Valmark Advisers, Inc.
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Benjamin Edwards Inc
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CIBC World Markets Inc.
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Global Retirement Partners, LLC
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Cypress Capital Group
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Level Four Advisory Services, Llc
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One Capital Management, LLC
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Calamos Wealth Management LLC
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Ally Invest Advisors Inc.
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Exchange Bank
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Integrated Advisors Network LLC
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Midwest Trust Co
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Buckhead Capital Management Llc
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Mayflower Financial Advisors, LLC
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AE Wealth Management LLC
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IVC Wealth Advisors LLC
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Rossmore Private Capital
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Woodmont Investment Counsel Llc
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Werba Rubin Papier Wealth Management
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MTM Investment Management, LLC
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GWM Advisors LLC
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Cardiff Park Advisors, Llc
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Security National Bank
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Two West Capital Advisors LLC
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Buska Wealth Management, LLC
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Signature Resources Capital Management, LLC
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JNBA Financial Advisors
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Apex Wealth Management, LLC
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High Note Wealth, LLC
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A. D. Beadell Investment Counsel, Inc.
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Allie Family Office LLC
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Advisor OS, LLC
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MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
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Sage Financial Group Inc
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Japan Science & Technology Agency
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FourThought Financial Partners, LLC
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Relyea Zuckerberg Hanson LLC
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Avidian Wealth Solutions, LLC
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Vermillion & White Wealth Management Group, LLC
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Aptus Capital Advisors, LLC
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Adviser Investments LLC
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Edgemoor Investment Advisors, Inc.
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Williams Jones Wealth Management, LLC.
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Insigneo Advisory Services, Llc
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Aries Wealth Management
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Patten Group, Inc.
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Moneta Group Investment Advisors Llc
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Montag A & Associates Inc
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Pure Financial Advisors, Inc.
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Americana Partners, LLC
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Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
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Panoramic Investment Advisors, Llc
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Acorn Wealth Advisors, LLC
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HB Wealth Management, LLC
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Steel Peak Wealth Management LLC
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Peapack Gladstone Financial Corp
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Umb Bank N A/mo
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Pines Wealth Management, LLC
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Ritter Daniher Financial Advisory LLC / DE
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Kovack Advisors, Inc.
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Cumberland Partners Ltd
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Elevation Capital Advisory, LLC
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Bokf, Na
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Centaurus Financial, Inc.
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Cresset Asset Management, LLC
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Rathbone Brothers plc
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Better Money Decisions, LLC
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Sanibel Captiva Trust Company, Inc.
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Cambridge Investment Research Advisors, Inc.
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Sowell Financial Services LLC
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Alpine Bank Wealth Management
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Mariner, LLC
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Reyes Financial Architecture, Inc.
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Advisory Research Inc
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Boreal Capital Management LLC
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Asset Allocation & Management Company, LLC
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Newbridge Financial Services Group, Inc.
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Nvwm, Llc
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Secure Asset Management, LLC
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Financial Freedom, LLC
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Cobblestone Capital Advisors Llc /ny/
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Strategy Asset Managers Llc
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Choate Investment Advisors
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Davis R M Inc
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Schmidt P J Investment Management Inc
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Kayne Anderson Rudnick Investment Management Llc
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Trajan Wealth LLC
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DMG Group, LLC
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Heritage Investors Management Corp
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Spire Wealth Management
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Ameriprise Financial Inc
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Hilltop Holdings Inc.
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J. L. Bainbridge & Co., Inc.
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Engineers Gate Manager LP
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SRS Capital Advisors, Inc.
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Disciplined Investments, LLC
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Delta Asset Management Llc/tn
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Mattern Capital Management, Llc
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TAGStone Capital, Inc.
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Clearwater Capital Advisors, LLC
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LPL Financial LLC
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Martin Capital Partners, LLC
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Providence Capital Advisors, LLC
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Peoples Bank /oh
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Fairview Capital Investment Management, Llc
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Seamount Financial Group Inc
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Bangor Savings Bank
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Merit Financial Group, LLC
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Clune & Associates, Ltd.
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Mml Investors Services, Llc
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Seelaus Asset Management LLC
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DT Investment Partners, LLC
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Client 1st Advisory Group, Llc
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Family Management Corp
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Cardinal Capital Management
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Money Design Co.,Ltd.
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Summit Financial, LLC
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Union Bancaire Privee, UBP SA
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Quaker Capital Investments, LLC
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Tilia Fiduciary Partners, Inc.
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Fwl Investment Management, Llc
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|
BYLD - iSHARES TRUST - iShares Yield Optimized Bond ETF
|
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|
|
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|
SlateStone Wealth, LLC
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Colton Groome Financial Advisors, Llc
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White Lighthouse Investment Management Inc.
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Bnp Paribas Arbitrage, Sa
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Paladin Wealth, LLC
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KPP Advisory Services LLC
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Peregrine Asset Advisers, Inc.
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Bellwether Advisors, LLC
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Buckingham Strategic Partners
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Agate Pass Investment Management, LLC
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Baird Financial Group, Inc.
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Equita Financial Network, Inc.
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Kestra Investment Management, LLC
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Beacon Pointe Advisors, LLC
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Precision Wealth Strategies, LLC
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|
Fifth Third Bancorp
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
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|
|
|
|
Jones Financial Companies Lllp
|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
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|
Glen Eagle Advisors, LLC
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|
Proffitt & Goodson Inc
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Bernardo Wealth Planning LLC
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Chicago Partners Investment Group LLC
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Cabot Wealth Management Inc
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1492 Capital Management LLC
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Hoxton Planning & Management, LLC
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Fmr Llc
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Schaeffer Financial LLC
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Umpqua Bank
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Princeton Global Asset Management LLC
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Scotia Capital Inc.
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Brookstone Capital Management
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Gryphon Financial Partners LLC
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Marmo Financial Group, LLC
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|
Fiduciary Alliance LLC
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|
MA Private Wealth
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|
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
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|
Charles Schwab Investment Management Inc
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|
UBS Group AG
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Zurich Insurance Group Ltd/FI
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American Family Investments, Inc.
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Dai-ichi Life Holdings, Inc.
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Avant Financial Advisors LLC
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First Trust Advisors Lp
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Strategic Wealth Partners, Ltd.
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|
Beacon Financial Group
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Acropolis Investment Management, LLC
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|
Zions Bancorporation, National Association /ut/
|
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|
Black Diamond Financial, LLC
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|
|
|
|
|
ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
|
|
|
|
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|
Founders Grove Wealth Partners, Llc
|
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|
Cornerstone Planning Group LLC
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Vision Financial Markets Llc
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Clarendon Private LLC
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Founders Financial Alliance, LLC
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Syntax Research, Inc.
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Crews Bank & Trust
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Rehmann Capital Advisory Group
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Genesis Wealth Advisors, LLC
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Nyl Investors Llc
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Stratos Wealth Partners, LTD.
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Seed Wealth Management, Inc.
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Caldwell Securities, Inc
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CAPROCK Group, Inc.
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Verum Partners LLC
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Advisory Services Network, LLC
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Townsquare Capital Llc
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SILVER OAK SECURITIES, Inc
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Lifeworks Advisors, LLC
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Vise Technologies, Inc.
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Premier Path Wealth Partners, LLC
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Arkansas Financial Group, Inc.
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Parkside Financial Bank & Trust
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Belpointe Asset Management LLC
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Stonehage Fleming Financial Services Holdings Ltd
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Mittelman Wealth Management
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Ifrah Financial Services, Inc.
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Winthrop Capital Management, LLC
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Financial Perspectives, Inc
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Lazard Asset Management Llc
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Gwn Securities Inc.
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Fiduciary Trust Co
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Beaumont Financial Advisors, LLC
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Goldman Sachs Group Inc
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Snowden Capital Advisors LLC
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SimpliFi, Inc.
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1832 Asset Management L.P.
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Integrated Wealth Concepts LLC
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New World Advisors LLC
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Park Place Capital Corp
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PCG Wealth Advisors, LLC
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RFG - Bristol Wealth Advisors, LLC
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Maridea Wealth Management LLC
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Daymark Wealth Partners, Llc
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MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
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Waters Parkerson & Co., Llc
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Ridgewood Investments LLC
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Curtis Advisory Group, LLC
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Orleans Capital Management Corp/la
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Lazari Capital Management, Inc.
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Modern Wealth Management, LLC
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Cfm Wealth Partners Llc
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Comerica Bank
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MIXIX - MAINSTAY FUNDS TRUST - MainStay Short Term Bond Fund Class I
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MetLife Investment Management, LLC
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Stifel Financial Corp
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Blue Fin Capital, Inc.
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M&t Bank Corp
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Signature Securities Group Corporation
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Sunburst Financial Group, LLC
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FSA Wealth Management LLC
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Advisor Group Holdings, Inc.
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Cary Street Partners Financial Llc
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waypoint wealth counsel
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Juncture Wealth Strategies, Llc
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Atria Investments Llc
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CWA Asset Management Group, LLC
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First Citizens Bank & Trust Co
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Parallel Advisors, LLC
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Powers Advisory Group, LLC
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Bingham Private Wealth, Llc
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United Bank
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RMR Wealth Builders
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Good Steward Wealth Advisors,LLC
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RiverFront Investment Group, LLC
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Abound Wealth Management
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Equitable Trust Co
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Ckw Financial Group
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Rothschild Investment Llc
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Warren Averett Asset Management, LLC
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Meritage Portfolio Management
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AllSquare Wealth Management LLC
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Greenwood Gearhart Inc
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Armor Investment Advisors, LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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West Wealth Group, LLC
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Elyxium Wealth, LLC
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Vantage Financial Partners, LLC
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Wealth Enhancement Advisory Services, Llc
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Capital Investment Counsel, LLC
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Rocky Mountain Advisers, Llc
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Mutual Advisors, LLC
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Plimoth Trust Co Llc
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Northwestern Mutual Wealth Management Co
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Johnson Bixby & Associates, LLC
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Evergreen Capital Management Llc
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CIBC Asset Management Inc
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BCS Private Wealth Management, Inc.
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Hancock Whitney Corp
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Courier Capital Llc
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RHS Financial, LLC
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Boston Private Wealth Llc
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Deutsche Bank Ag\
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Charter Oak Capital Management, LLC
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Sunbelt Securities, Inc.
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EPG Wealth Management LLC
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Mount Lucas Management LP
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Decker Retirement Planning Inc.
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Grove Bank & Trust
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Steele Capital Management, Inc.
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Keybank National Association/oh
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TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
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Wealthstar Advisors, Llc
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Trinity Legacy Partners, LLC
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Perigon Wealth Management, LLC
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PDS Planning, Inc
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Meeder Advisory Services, Inc.
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PKS Advisory Services, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Us Bancorp \de\
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DecisionMap Wealth Management, LLC
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National Bank Of Canada /fi/
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Sweeney & Michel, Llc
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Mirae Asset Global Investments Co., Ltd.
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City Holding Co
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Orion Portfolio Solutions, LLC
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ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
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Sofi Wealth, Llc
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Kwmg, Llc
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Woodside Wealth Management LLC
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CNB Bank
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Annis Gardner Whiting Capital Advisors, LLC
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Transce3nd, LLC
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Dynamic Advisor Solutions LLC
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Sage Advisory Services, Ltd.Co.
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Guggenheim Capital Llc
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American Trust
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Voya Financial Advisors, Inc.
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Integrity Financial Corp /WA
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PFG Investments, LLC
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Shore Point Advisors, LLC
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Bigelow Investment Advisors, LLC
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Concurrent Investment Advisors, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Lewis Asset Management, LLC
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Riggs Asset Managment Co. Inc.
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Change Path, LLC
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NewSquare Capital LLC
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Wsfs Capital Management, Llc
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D.a. Davidson & Co.
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Hartland & Co., LLC
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Noble Wealth Management PBC
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Horizon Investment Services, LLC
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Running Point Capital Advisors, LLC
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First PREMIER Bank
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Bogart Wealth, LLC
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Trust Co Of Toledo Na /oh/
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Plancorp, LLC
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Sagespring Wealth Partners, Llc
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Marshall Wace, Llp
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Kestra Advisory Services, LLC
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New South Capital Management Inc
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D. E. Shaw & Co., Inc.
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Salomon & Ludwin, LLC
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Zacks Investment Management
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Ingalls & Snyder Llc
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Trustmark National Bank Trust Department
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Resources Investment Advisors, LLC.
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Putnam Fl Investment Management Co
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FineMark National Bank & Trust
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Ritholtz Wealth Management
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Independent Advisor Alliance
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Boyd Watterson Asset Management Llc/oh
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Tidemark, LLC
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Members Capital Advisors Inc
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First United Bank Trust/
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Great Valley Advisor Group, Inc.
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Wedbush Securities Inc
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Olistico Wealth, LLC
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Cwm, Llc
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Integrated Investment Consultants, LLC
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Arete Wealth Advisors, LLC
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Financial Life Advisors
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Peloton Wealth Strategists
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Townsend & Associates, Inc
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MAI Capital Management
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O'shaughnessy Asset Management, Llc
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Smith, Salley & Associates
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DDFG, Inc
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Fort Washington Investment Advisors Inc /oh/
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Presilium Private Wealth, Llc
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Citigroup Inc
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Copia Wealth Management
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James Investment Research Inc
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Panoramic Capital Partners, LLC
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Cheviot Value Management, LLC
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
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Catalytic Wealth RIA, LLC
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Northeast Financial Group, Inc.
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BNDC - FlexShares Trust - FlexShares Core Select Bond Fund
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First International Bank & Trust
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Costello Asset Management, INC
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H&H Retirement Design & Management INC
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Patriot Investment Management Inc.
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Swp Financial Llc
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Guardian Wealth Advisors, LLC
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Endurance Services Ltd
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CBIZ Investment Advisory Services, LLC
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|
Private Capital Management Llc
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Destination Wealth Management
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|
Foundations Investment Advisors, LLC
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|
Garrett Investment Advisors LLC
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Cyndeo Wealth Partners, LLC
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Enclave Advisors LLC
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Pekin Hardy Strauss, Inc.
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Jacobson & Schmitt Advisors, Llc
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TD Waterhouse Canada Inc.
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Forethought Variable Insurance Trust - Global Atlantic Select Advisor Managed Risk Portfolio
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Navigoe, LLC
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Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
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F/M Investments LLC
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|
American Institute for Advanced Investment Management, LLP
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|
Coordinated Financial Services, Inc./CO
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Obermeyer Wood Investment Counsel, Lllp
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Flagship Harbor Advisors, Llc
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AdvisorNet Financial, Inc
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Winebrenner Capital Management Llc
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Hollencrest Capital Management
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|
Galilei Investment Office LLP
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TD Capital Management LLC
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|
Price T Rowe Associates Inc /md/
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|
Dimension Capital Management Llc
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|
Allstate Corp
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|
Community Bank, N.A.
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|
TFB Advisors LLC
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City Of London Investment Management Co Ltd
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|
Stonekeep Investments, LLC
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|
Pensionmark Financial Group, Llc
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|
Bank Julius Baer & Co. Ltd, Zurich
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|
Croban
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|
Davidson Investment Advisors
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|
Howard Bailey Securities, Llc
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Renaissance Technologies Llc
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CoreCap Advisors, LLC
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Logan Capital Management Inc
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|
Hohimer Wealth Management, Llc
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Financial Advocates Investment Management
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Oppenheimer Asset Management Inc.
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Steward Partners Investment Advisory, Llc
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Armstrong Advisory Group, Inc
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Great Diamond Partners, LLC
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|
Alesco Advisors Llc
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Concord Wealth Partners
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Bailard, Inc.
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Private Advisor Group, LLC
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Wealthbridge Capital Management, Llc
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Verdence Capital Advisors LLC
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Headlands Technologies LLC
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Seascape Capital Management
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|
Tower Research Capital LLC (TRC)
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Compagnie Lombard Odier SCmA
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MEMBERS Trust Co
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|
Horan Securities, Inc.
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|
Haverford Trust Co
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Quotient Wealth Partners, LLC
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|
Edmond De Rothschild Holding S.a.
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|
Miracle Mile Advisors, LLC
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Mercer Global Advisors Inc /adv
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BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.
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|
Nbt Bank N A /ny
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|
Cherry Tree Wealth Management, LLC
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|
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|
Allworth Financial LP
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|
Beaird Harris Wealth Management, LLC
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Naples Global Advisors, Llc
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Harbour Investments, Inc.
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Aprio Wealth Management, LLC
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Kovitz Investment Group Partners, LLC
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|
CENTRAL TRUST Co
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|
Crestwood Advisors Group LLC
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|
Grand Wealth Management, Llc
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|
Welch & Forbes Llc
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|
Blair William & Co/il
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Janney Capital Management LLC
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Becker Capital Management Inc
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Legal & General Group Plc
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J.w. Cole Advisors, Inc.
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New Millennium Group LLC
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Resonant Capital Advisors, LLC
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Stephens Group Asset Management, Llc
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Atomi Financial Group, Inc.
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Forte Asset Management Llc
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Cutler Investment Counsel Llc
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Cooksen Wealth, LLC
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Koshinski Asset Management, Inc.
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Brighton Jones Llc
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Tritonpoint Wealth, Llc
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Vectors Research Management, LLC
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|
Bank of New Hampshire
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|
Brown Financial Advisors
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Heartwood Wealth Advisors LLC
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Sax Wealth Advisors, Llc
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1620 Investment Advisors, Inc.
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Cerity Partners LLC
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Front Row Advisors LLC
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Two Sigma Securities, Llc
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|
Checchi Capital Advisers, LLC
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|
Bank Of Montreal /can/
|
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|
GSB Wealth Management, LLC
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|
Maseco Llp
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|
Sumitomo Mitsui Financial Group, Inc.
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Arrow Financial Corp
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Wharton Business Group, LLC
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Leo Wealth, LLC
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Commonwealth Equity Services, Llc
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CIBC Private Wealth Group, LLC
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Mascoma Wealth Management LLC
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Wealthcare Advisory Partners LLC
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Ascent Group, LLC
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Fisher Asset Management, LLC
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Sound View Wealth Advisors Group, LLC
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HighTower Advisors, LLC
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Grimes & Company, Inc.
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Summit Wealth Partners, LLC
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Sound Income Strategies, LLC
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Quest 10 Wealth Builders, Inc.
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Parkside Investments, LLC
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Synovus Financial Corp
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United Community Bank
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Strategic Financial Concepts, LLC
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Atlantic Trust, LLC
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Sapient Capital Llc
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Nbc Securities, Inc.
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Wiley Bros.-aintree Capital, Llc
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Northwest Capital Management Inc
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American Financial Advisors, LLC
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My Legacy Advisors, LLC
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Smartleaf Asset Management LLC
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Unified Investment Management
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Wetherby Asset Management Inc
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Novem Group
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Truist Financial Corp
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MBL Wealth, LLC
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IFP Advisors, Inc
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Traub Capital Management LLC
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Value Partners Investments Inc.
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Atria Wealth Solutions, Inc.
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UMA Financial Services, Inc.
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Tsfg, Llc
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West Michigan Advisors, Llc
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Maia Wealth LLC
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Stelac Advisory Services LLC
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Royal Bank Of Canada
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Prime Capital Investment Advisors, LLC
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Wulff, Hansen & Co.
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Founders Capital Management
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Dodds Wealth, LLC
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Howard Financial Services, Ltd.
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Main Street Group, LTD
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Investors Research Corp
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Signature Estate & Investment Advisors Llc
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Phoenix Holdings Ltd.
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FMVFX - RBB FUND, INC. - Matson Money Fixed Income VI Portfolio Institutional Class
|
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Savvy Advisors, Inc.
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Prospera Financial Services Inc
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Alexis Investment Partners, LLC
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Essex Financial Services, Inc.
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AlphaCore Capital LLC
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Graypoint LLC
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Prosperity Planning, Inc.
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Chesley Taft & Associates LLC
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South Plains Financial, Inc.
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May Barnhard Investments LLC
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D.B. Root & Company, LLC
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Spectrum Wealth Counsel, LLC
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First Manhattan Co
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Godsey & Gibb Associates
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Aspiriant, Llc
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Lodestar Private Asset Management Llc
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Winthrop Advisory Group LLC
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Kestra Private Wealth Services, Llc
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Financial Network Wealth Management LLC
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First Hawaiian Bank
|
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Gradient Capital Advisors, LLC
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Twin City Private Wealth, Llc
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Private Wealth Asset Management, LLC
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