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Csenge Advisory Group
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Newbridge Financial Services Group, Inc.
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Coordinated Financial Services, Inc.
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Nations Financial Group Inc, /ia/ /adv
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Princeton Global Asset Management LLC
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Motco
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Main Street Group, LTD
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Proquility Private Wealth Partners, LLC
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O'ROURKE & COMPANY, Inc
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Guardian Wealth Advisors, Llc / Nc
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Morgan Stanley
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Mountain Hill Investment Partners Corp.
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Envestnet Portfolio Solutions, Inc.
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Golden State Wealth Management, LLC
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Christensen, King & Associates Investment Services, Inc.
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Larson Financial Group LLC
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Nemes Rush Group LLC
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Envestnet Asset Management Inc
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Cwm, Llc
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Stephens Inc /ar/
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SkyOak Wealth, LLC
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Providence First Trust Co
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Valeo Financial Advisors, LLC
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Qube Research & Technologies Ltd
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SOA Wealth Advisors, LLC.
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Wolff Wiese Magana Llc
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Financial Insights, Inc.
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Cascade Financial Partners, LLC
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Cherry Tree Wealth Management, LLC
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Stratos Wealth Advisors, LLC
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TCTC Holdings, LLC
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Private Advisor Group, LLC
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Sowell Financial Services LLC
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SG Americas Securities, LLC
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Prostatis Group LLC
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Atticus Wealth Management, Llc
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Charles Schwab Trust Co
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Mosaic Financial Group, Llc
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Parkside Financial Bank & Trust
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NewSquare Capital LLC
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Park Avenue Securities Llc
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Concord Wealth Partners
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Apella Capital, LLC
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CoreCap Advisors, LLC
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Rialto Wealth Management, LLC
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One Capital Management, LLC
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Mariner, LLC
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Bank Of Montreal /can/
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Legacy Private Trust Co.
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Prairiewood Capital, LLC
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Keybank National Association/oh
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Costello Asset Management, INC
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Jpmorgan Chase & Co
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Raymond James Financial Inc
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Focus Financial Network, Inc.
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Salomon & Ludwin, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Sax Wealth Advisors, Llc
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Cerity Partners LLC
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1 North Wealth Services Llc
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First PREMIER Bank
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Modern Wealth Management, LLC
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Gries Financial Llc
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Baird Financial Group, Inc.
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Deutsche Bank Ag\
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Argus Investors' Counsel, Inc.
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Boreal Capital Management LLC
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JDM Financial Group LLC
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Concurrent Investment Advisors, LLC
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Prosperity Consulting Group, LLC
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Harbor Investment Advisory, Llc
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Capital A Wealth Management, LLC
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BRYN MAWR TRUST Co
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Janney Montgomery Scott LLC
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Cladis Investment Advisory, LLC
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CSM Advisors, LLC
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1620 Investment Advisors, Inc.
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Moors & Cabot, Inc.
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Ausdal Financial Partners, Inc.
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Ashton Thomas Private Wealth, LLC
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Fmr Llc
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Portland Financial Advisors Inc
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United Capital Financial Advisers, Llc
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Ibex Wealth Advisors
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Pines Wealth Management, LLC
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PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
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Coordinated Financial Services, Inc./CO
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Beacon Pointe Advisors, LLC
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MidWestOne Financial Group, Inc.
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Eclectic Associates Inc /adv
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Brinker Capital Investments, LLC
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Bnp Paribas Arbitrage, Sa
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IFP Advisors, Inc
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Sunbelt Securities, Inc.
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EverSource Wealth Advisors, LLC
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Farrell Financial LLC
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Beta Wealth Group, Inc.
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Citadel Advisors Llc
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Integrated Wealth Concepts LLC
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Purus Wealth Management, LLC
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Perigon Wealth Management, LLC
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Barrett & Company, Inc.
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Sigma Planning Corp
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White Pine Capital Llc
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Kestra Private Wealth Services, Llc
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Brightwater Advisory LLC
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First United Bank Trust/
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Cary Street Partner Investment Advisory Llc
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Kovack Advisors, Inc.
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Weaver Consulting Group
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Consultiva Wealth Management, Corp.
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Sofos Investments, Inc.
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Murphy & Mullick Capital Management Corp
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Ameriflex Group, Inc.
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Koshinski Asset Management, Inc.
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American Trust
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Global Retirement Partners, LLC
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Mml Investors Services, Llc
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Aptus Capital Advisors, LLC
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Huntington National Bank
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Duncker Streett & Co Inc
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Crews Bank & Trust
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Old National Bancorp /in/
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Everstar Asset Management, LLC
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Etesian Wealth Advisors, Inc.
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Stone Point Wealth LLC
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Fourth Dimension Wealth, LLC
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Westside Investment Management, Inc.
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FF Advisors,LLC
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Rogco, Lp
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Creekside Partners
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MeadowBrook Investment Advisors LLC
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Principal Securities, Inc.
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Goldman Sachs Group Inc
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Vermillion & White Wealth Management Group, LLC
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Crewe Advisors LLC
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Front Row Advisors LLC
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Cohen & Steers Real Estate Opportunities & Income Fund
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Jones Financial Companies Lllp
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United Community Bank
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Wealthcare Advisory Partners LLC
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Shepherd Kaplan Krochuk, Llc
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Whittier Trust Co Of Nevada Inc
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First Hawaiian Bank
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Creative Financial Designs Inc /adv
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McAdam, LLC
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Thrivent Financial For Lutherans
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Patriot Financial Group Insurance Agency, LLC
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Cambridge Investment Research Advisors, Inc.
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Marex Group plc
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Principal Financial Group Inc
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D.a. Davidson & Co.
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Captrust Financial Advisors
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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Marshall Financial Group LLC
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Prospera Financial Services Inc
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Traub Capital Management LLC
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Bellevue Asset Management, Llc
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StoneX Group Inc.
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Change Path, LLC
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IHT Wealth Management, LLC
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Kingswood Wealth Advisors, Llc
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Glen Eagle Advisors, LLC
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Lion Street Advisors, LLC
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HBK Sorce Advisory LLC
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FPE - First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
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|
Friedenthal Financial
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|
S.A. Mason LLC
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Glaxis Capital Management, LLC
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First Trust Intermediate Duration Preferred & Income Fund
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Two Sigma Securities, Llc
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Umb Bank N A/mo
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Tompkins Financial Corp
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Vontobel Holding Ltd.
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Sandy Spring Bank
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Brookstone Capital Management
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Leading Edge Financial Planning LLC
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|
Rathbone Brothers plc
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Provenance Wealth Advisors, LLC
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|
LFA - Lugano Financial Advisors SA
|
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|
Eastern Bank
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|
Emerald Investment Partners, Llc
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Wiley Bros.-aintree Capital, Llc
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Rocky Mountain Advisers, Llc
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Townsend Asset Management Corp /nc/ /adv
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CVA Family Office, LLC
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Peoples Financial Services Corp.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Avantax Advisory Services, Inc.
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Royal Bank Of Canada
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Pensionmark Financial Group, Llc
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|
Cookson Peirce & Co Inc
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|
|
|
|
Landaas & Co /wi /adv
|
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|
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|
Up Strategic Wealth Investment Advisors Llc
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Comerica Bank
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J.w. Cole Advisors, Inc.
|
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|
Federation des caisses Desjardins du Quebec
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Level Four Advisory Services, Llc
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Cary Street Partners Financial Llc
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SRS Capital Advisors, Inc.
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Nautilus Advisors LLC
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Intrepid Financial Planning Group LLC
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|
|
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund
|
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|
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|
Bank of New Hampshire
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|
RFG Advisory, LLC
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|
Adirondack Trust Co
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|
Lido Advisors, LLC
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|
Amplius Wealth Advisors, LLC
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First Trust Advisors Lp
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KG&L Capital Management,LLC
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North Star Investment Management Corp.
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Field & Main Bank
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Signature Securities Group Corporation
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|
Kestra Advisory Services, LLC
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|
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|
Accel Wealth Management
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|
Twin Peaks Wealth Advisors, LLC
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|
Wellington Shields & Co., LLC
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|
Blackston Financial Advisory Group, LLC
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|
Creative Planning
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|
Carnegie Lake Advisors LLC
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Acas, Llc
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Ancora Advisors, LLC
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Commonwealth Equity Services, Llc
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Shufro Rose & Co Llc
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|
UBS Group AG
|
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|
Blair William & Co/il
|
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|
Oppenheimer & Co Inc
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|
|
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|
Tyler-Stone Wealth Management
|
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|
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|
PCSFX - PRINCIPAL FUNDS INC - Capital Securities Fund Class S
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Hilton Capital Management, LLC
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Harbour Investments, Inc.
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Apollon Wealth Management, LLC
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BEAM Asset Management, LLC
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NorthRock Partners, LLC
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HighTower Advisors, LLC
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Madison Wealth Partners, Inc
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Farmers & Merchants Investments Inc
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|
Prudential Financial Inc
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|
Gladstone Institutional Advisory LLC
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|
Cetera Investment Advisers
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|
Bessemer Group Inc
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|
Wealth Enhancement Advisory Services, Llc
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Acute Investment Advisory, Llc
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Autumn Glory Partners, LLC
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Northwestern Mutual Wealth Management Co
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Bank Julius Baer & Co. Ltd, Zurich
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Richardson Financial Services Inc.
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Iowa State Bank
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Hazlett, Burt & Watson, Inc.
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Trinity Legacy Partners, LLC
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Clear Harbor Asset Management, LLC
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Balanced Wealth Group Llc
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Winthrop Capital Management, LLC
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Madrona Financial Services, LLC
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Nbc Securities, Inc.
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Advisor Group Holdings, Inc.
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|
MCTOX - Modern Capital Funds Trust - Modern Capital Tactical Opportunities Fund Class A Shares
|
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Transcend Wealth Collective, Llc
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Spectrum Asset Management, Inc.
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Gotham Asset Management, LLC
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Bank Of America Corp /de/
|
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|
Centiva Capital, LP
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|
Delta Asset Management Llc/tn
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Brighton Jones Llc
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Matthew Goff Investment Advisor, LLC
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Calton & Associates, Inc.
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Foundations Investment Advisors, LLC
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Rothschild Investment Llc
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MainStreet Investment Advisors LLC
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|
AlphaCore Capital LLC
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|
Sequoia Financial Advisors, LLC
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|
Sanchez Wealth Management Group
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|
Crabel Capital Management, LLC
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|
Farther Finance Advisors, LLC
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Albion Financial Group /ut
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VestGen Advisors, LLC
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|
Orion Portfolio Solutions, LLC
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|
Advisors Management Group Inc /adv
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Providence Capital Advisors, LLC
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Atria Wealth Solutions, Inc.
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Shulman DeMeo Asset Management LLC
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Exchange Traded Concepts, Llc
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North Dallas Bank & Trust Co
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Rockland Trust Co
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Rockefeller Capital Management L.P.
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Robbins Farley Llc
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Rsm Us Wealth Management Llc
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CIBC World Markets Inc.
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Noesis Capital Mangement Corp
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Fiduciary Advisors, Inc.
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Aletheian Wealth Advisors LLC
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Columbia Advisory Partners Llc
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Wesbanco Bank Inc
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Invesco Ltd.
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Ramiah Investment Group
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Commerce Bank
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McIlrath & Eck, LLC
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First Horizon Advisors, Inc.
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Lowe Brockenbrough & Co Inc
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Coastal Bridge Advisors, LLC
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Sound Income Strategies, LLC
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Montag A & Associates Inc
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Independent Wealth Network Inc.
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|
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Texas Yale Capital Corp.
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JPDRX - JPMORGAN TRUST IV - JPMorgan Preferred and Income Securities Fund Class R6
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Wealth Advisory Solutions, LLC
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Wilson & Boucher Capital Management, LLC
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GAMMA Investing LLC
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Oxbow Advisors, LLC
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Archetype Wealth Partners
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Group One Trading, L.p.
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Tower Research Capital LLC (TRC)
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Transatlantique Private Wealth Llc
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Sheaff Brock Investment Advisors, LLC
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New England Capital Financial Advisors LLC
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Daymark Wealth Partners, Llc
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Financial Gravity Companies, Inc.
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Buckingham Strategic Partners
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Spire Wealth Management
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Jackson, Grant Investment Advisers, Inc.
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FineMark National Bank & Trust
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Atlantic Union Bankshares Corp
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GWM Advisors LLC
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Greenup Street Wealth Management Llc
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Northstar Advisory Group, LLC
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Bluefin Capital Management, Llc
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Atlantic Trust, LLC
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Kingsview Wealth Management, LLC
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Strategic Investment Solutions, Inc. /IL
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MAI Capital Management
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CENTRAL TRUST Co
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Avantax Planning Partners, Inc.
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GPS Wealth Strategies Group, LLC
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Atlas Capital Advisors Llc
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Hartland & Co., LLC
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Hilltop Holdings Inc.
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Mutual Advisors, LLC
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Western Wealth Management, LLC
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Ronald Blue Trust, Inc.
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Abound Wealth Management
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Franklin Resources Inc
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Us Bancorp \de\
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Checchi Capital Advisers, LLC
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Wealthspire Advisors, LLC
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Private Trust Co Na
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Tudor Investment Corp Et Al
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Ariadne Wealth Management, LP
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Guggenheim Capital Llc
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Wellington Shields Capital Management, LLC
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WCG Wealth Advisors LLC
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Butensky & Cohen Financial Security, Inc
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Sanibel Captiva Trust Company, Inc.
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Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
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LPL Financial LLC
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Asset Dedication, LLC
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CIBC Private Wealth Group, LLC
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Kcm Investment Advisors Llc
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Joule Financial, LLC
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HHM Wealth Advisors, LLC
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Nvwm, Llc
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Brown Brothers Harriman & Co
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Pnc Financial Services Group, Inc.
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Flagship Harbor Advisors, Llc
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Bernard Wealth Management Corp.
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Merit Financial Group, LLC
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Patriot Investment Management Inc.
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Gould Asset Management Llc /ca/
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CAP Partners, LLC
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First National Bank & Trust Co Of Newtown
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Camarda Financial Advisors, LLC
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Founders Financial Alliance, LLC
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Palouse Capital Management, Inc.
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Good Life Advisors, LLC
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Edge Wealth Management LLC
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Ameriprise Financial Inc
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Investors Research Corp
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Optimum Investment Advisors
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RDA Financial Network
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GenWealth Group, Inc.
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Fortitude Advisory Group L.L.C.
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Stratos Wealth Partners, LTD.
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Wells Fargo & Company/mn
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Cohen & Steers, Inc.
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Nbt Bank N A /ny
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|
PNARX - PRINCIPAL FUNDS INC - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3
|
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|
Logan Capital Management Inc
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|
WealthPlan Investment Management, LLC
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|
Belpointe Asset Management LLC
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|
Cullen/frost Bankers, Inc.
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|
Citigroup Inc
|
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|
Wagner Wealth Management, Llc
|
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|
CI Private Wealth, LLC
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Ameritas Advisory Services, LLC
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Truist Financial Corp
|
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|
|
FPEAX - FIRST TRUST SERIES FUND - First Trust Preferred Securities and Income Fund Class A
|
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|
Hantz Financial Services, Inc.
|
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|
Summit Financial, LLC
|
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|
Geneos Wealth Management Inc.
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|
Gateway Wealth Partners, LLC
|
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|
Trifecta Capital Advisors, LLC
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|
Warren Averett Asset Management, LLC
|
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|
Allworth Financial LP
|
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|
J. W. Coons Advisors, LLC
|
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|
Cedar Wealth Management, LLC
|
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|
Tudor Financial Inc.
|
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|
Key FInancial Inc
|
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|
Susquehanna International Group, Llp
|
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|
Renaissance Technologies Llc
|
|
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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|
Simon Quick Advisors, Llc
|
|
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|
Capital Investment Advisory Services, LLC
|
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|
Bangor Savings Bank
|
|
|
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|
|
Baker Avenue Asset Management, LP
|
|
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|
|
Colony Group, LLC
|
|
|
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|
|
Pinnacle Financial Partners Inc
|
|
|
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|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
PISHX - Cohen & Steers Preferred Securities & Income SMA Shares, Inc. - Preferred Securities and Income SMA Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Assetmark, Inc
|
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|
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|
