|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
Strategic Point Investment Advisors, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Sage Advisory Services, Ltd.Co.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 75 VP Service
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Ffg Retirement Advisors Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Life Line Wealth Management Llc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Mcmorgan & Co Llc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
FLJSX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Forthright Family Wealth Advisory LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Sheridan Capital Management, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
DWTFX - Arrow Investments Trust - ARROW DWA TACTICAL FUND CLASS A SHARES
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Riverchase Wealth Management, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Buttonwood Financial Group, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
MB Generational Wealth, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Stanich Group LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
FLP Wealth Management, LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Heritage Wealth Architects, Inc.
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
FLSJX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2050 Retirement Target Fund Class A
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Moulton Wealth Management, Inc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Financial Life Advisors
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Karpus Management, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Hicks Capital Management Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
FLRMX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2020 Retirement Target Fund Class A
|
|
|
|
|
|
Archer Investment Management, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
FLCE - Advisors' Inner Circle Fund II - Frontier Asset U.S. Large Cap Equity ETF
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Envision Financial Planning, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
MFUL - Collaborative Investment Series Trust - Mindful Conservative ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Guided Capital Wealth Management, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial
|
|
|
|
|
|
Millburn Ridgefield Corp
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
FLTFX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2055 Retirement Target Fund Class A
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
FMTZX - Franklin Fund Allocator Series - Franklin Moderate Allocation Fund Advisor Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
VGI Partners Ltd
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 50 VP Service
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
FTRCX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2035 Retirement Target Fund CLASS C
|
|
|
|
|
|
Lionsbridge Wealth Management LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Beacon Financial Planning, Inc
|
|
|
|
|
|
DYNI - ETF Opportunities Trust - IDX DYNAMIC INNOVATION ETF
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Benningfield Financial Advisors, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
FLADX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2040 Retirement Target Fund Class A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Foundry Financial Group, Inc.
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Stark Wealth Management LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Tme Financial, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Accredited Investor Services, Llc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Pacific Wealth Management
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Elevation Capital Advisory, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
ADG Wealth Management Group, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Eq Llc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
FSR Wealth Management Ltd.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
FTRTX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2025 Retirement Target Fund CLASS A
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Client First Capital LLC
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Valence8 US LP
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Mosaic Advisors LLC
|
|
|
|
|
|
Tradewinds, LLC.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
FTCZX - Franklin Fund Allocator Series - Franklin Conservative Allocation Fund Advisor Class
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Performa Ltd (US), LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
DWAT - Arrow Investments Trust - Arrow DWA Tactical ETF
|
|
|
|
|
|
FTTAX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2045 Retirement Target Fund CLASS A
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Ridgeline Wealth, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
FGTZX - Franklin Fund Allocator Series - Franklin Growth Allocation Fund Advisor Class
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
FLRZX - FRANKLIN FUND ALLOCATOR SERIES - Franklin LifeSmart 2030 Retirement Target Fund Advisor Class
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
PMG Wealth Management, Inc.
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
