|
Aspect Partners, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Moulton Wealth Management, Inc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
United Services Automobile Association
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Jordan Park Group LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Chico Wealth RIA
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Factorial Partners, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Vannoy Advisory Group, Inc.
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
MSMR - ETF Series Solutions - McElhenny Sheffield Managed Risk ETF
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Alpha Omega Group, Inc.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Fort Vancouver Investment Management, LLC
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Priebe Wealth Holdings LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Shade Tree Advisors LLC
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Fairway Financial, LLC
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Stegner Investment Associates Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
Bull Oak Capital, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Evergreen Advisors, LLC
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Northland Capital Management LLC
|
|
|
|
|
|
Heritage Wealth Architects, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
MB Generational Wealth, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Corrigan Financial, Inc.
|
|
|
|
|
|
DKM Wealth Management, Inc.
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Roger Wittlin Investment Advisory, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Cadence Wealth Management LLC
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Miramar Fiduciary Corp
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
MOOD - EA Series Trust - Relative Sentiment Tactical Allocation ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Bricktown Capital, LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Legacy Wealth Management, Inc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Kennicott Capital Management Llc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Applied Capital LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Entrewealth, Llc
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
TDSB - Exchange Listed Funds Trust - Cabana Target Drawdown 7 ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
HF - Tidal Trust II - DGA Absolute Return ETF
|
|
|
|
|
|
Main Management LLC
|
|
|
|
|
|
Pacific Asset Management, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Ally Invest Advisors Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Ramiah Investment Group
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
AGTFX - ALPS Variable Investment Trust - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Integrated Capital Management, Inc.
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Hartmann Taylor Wealth Management, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Fiduciary Counselling Inc
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Mason & Associates, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Marquette Associates, Inc.
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Avalon Advisory Group
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Seek First Inc.
|
|
|
|
|
|
Schulz Wealth, LTD.
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Verisail Partners, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
BETFX - ALPS Variable Investment Trust - Morningstar Balanced ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Spectrum Financial Alliance Ltd LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Highland Financial Advisors, LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Taiyo Life Insurance Co
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
ELM - Series Portfolios Trust - Elm Market Navigator ETF
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Investure, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Jim Saulnier & Associates, Llc
|
|
|
|
|
|
Pacific Financial Group Inc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
ARGI Investment Services, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Golden Bell Financial Planning LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Avos Capital Management, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Chandler Asset Management, Inc.
|
|
|
|
|
|
Chai Trust Co Llc
|
|
|
|
|
|
Summit Investment Advisors, Inc.
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Fort Henry Capital, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
IETFX - ALPS Variable Investment Trust - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
FinDec Wealth Services, Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Altus Wealth Management, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Ebor Charitable Trust
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
a16z Perennial Management, L.P.
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Golden Reserve Retirement LLC
|
|
|
|
|
|
Melone Private Wealth, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Lunt Capital Management, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Financial Life Advisors
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
White Wing Wealth Management
|
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Hassell Wealth Management, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Ashford Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Greenbush Financial Group, LLC
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Efficient Frontier Advisors LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Durante & Waters, Llc
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Lhm, Inc.
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Clientfirst Wealth Management, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Red Crane Wealth Management, Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Stash Investments, LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Core Wealth Management, Inc.
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
Cliffwater LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Great Oak Capital Partners, Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Silver Oak Wealth Advisors Services, Llc
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Financial Architects, LLC
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Forte Asset Management Llc
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Tide Cove Capital Partners LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Meredith Wealth Planning
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Searcy Financial Services Inc /adv
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Benningfield Financial Advisors, Llc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
CRTBX - PFS FUNDS - Conquer Risk Tactical Rotation Fund
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
PCA Investment Advisory Services Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Portfolio Strategies, Inc.
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
ALM First Financial Advisors, LLC
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Yardley Wealth Management LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
AG Asset Advisory, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
American Asset Management Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Independent Order of Foresters
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Carl Stuart Investment Advisor, Inc
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Johns Hopkins University
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Ridgeline Wealth, LLC
|
|
|
|
|
|
CETFX - ALPS Variable Investment Trust - Morningstar Conservative ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
WealthNavi Inc.
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
VPR Management LLC
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Lee-Kelleher Wealth Management
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
GP Brinson Investments LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
SimpliFi, Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Physician Wealth Solutions Inc.
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Mad River Investors
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Whitcomb & Hess, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Cresta Advisors, Ltd.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Goodwin Investment Advisory
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Davidson Kahn Capital Management, LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
4Thought Financial Group Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
AEGON USA Investment Management, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
True Vision MN LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Latigo Investments, LLC
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Sensible Money, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Kaye Capital Management
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Compass Investment Advisers LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Wealth Forward, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Trinity Wealth Management, LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Lauer Wealth, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Kmt Wealth Management, Llc
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Karpus Management, Inc.
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Peirce Capital Management, LLC
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
NRI Wealth Management LC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
University of Massachusetts Foundation, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Milestones Private Investment Advisors LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Gridiron Partners, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Forbes Financial Planning, Inc.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Wind River Trust Co
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Ruane, Cunniff & Goldfarb L.P.
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Traction Financial Partners, LLC
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Anderson Financial Strategies, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
John W. Brooker & Co., CPAs
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Spg Advisors Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Obsido Oy
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Columbia Advisory Partners Llc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Weitzel Financial Services, Inc.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
LBJ Family Wealth Advisors, Ltd.
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Lincoln National Corp
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
Aurelius Family Office LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
GETFX - ALPS Variable Investment Trust - Morningstar Growth ETF Asset Allocation Portfolio Class I
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Susquehanna Advisors Group, Inc.
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Two Roads Shared Trust - Foundations Dynamic Core ETF
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Comprehensive Financial Management LLC
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Cabot-Wellington, LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
AllGen Financial Advisors, Inc.
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
5th Street Advisors, LLC
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Archer Investment Management, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Ackerman Asset Management, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Novo Holdings A/S
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Rolek Wealth Management LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
M Wealth Management, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Great Point Wealth Advisors, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Envision Financial Planning, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Sensible Financial Planning & Management, LLC.
|
|
|
|
|
|
Mullooly Asset Management, Inc.
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Ohio National Investments, Inc.
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Echo Wealth Management, LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Magnolia Wealth Management, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
FSA Investment Group, LLC
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
AF Advisors, Inc.
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
Halter Ferguson Financial Inc.
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
Compass Financial Group, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Chicago Wealth Management, Inc.
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Prodigy Asset Management LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Charis Legacy Partners, LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Boston Standard Wealth Management, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Treasure Coast Financial Planning
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Vernal Point Advisors, LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
Eq Llc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Northeast Planning Associates, Inc. / Nh /
|
|
|
|
|
|
Symetra Investment Management Co
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
LPF Advisors LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Vested Financial Planning, LLC
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Tull Financial Group, Inc.
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Trellis Wealth Advisors LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Wolfstich Capital, LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
LongView Asset Management LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
|
Penney Financial, LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Fortune 45 LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
KM Capital Management Ltd.
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
Financial Futures Ltd Liability Co.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Viewpoint Investment Partners Corp
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Base Wealth Management LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Rainwater Charitable Foundation
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Sugar Maple Asset Management, LLC
|
|
|
|
|
|
Moneywise, Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Retirement Financial Solutions, Llc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Clayton Financial Group LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
TFAQX - Tactical Investment Series Trust - TFA Quantitative Fund Class I
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Strategic Point Investment Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Industrial Alliance Investment Management Inc.
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Tidal Trust II - Return Stacked Global Stocks & Bonds ETF
|
|
|
|
|
|
Retirement Capital Strategies
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Summit Investment Advisory Services, LLC
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Lgl Partners, Llc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Innealta Capital, Llc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Quarry Hill Advisors, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Trevian Wealth Management LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
