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SOA Wealth Advisors, LLC.
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Golden State Wealth Management, LLC
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IAG Wealth Partners, LLC
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Connable Office Inc
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LCOIX - Advisors' Inner Circle Fund III - Legal & General Commodity Strategy Fund Institutional Shares
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Certified Advisory Corp
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May Barnhard Investments LLC
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GeoWealth Management, LLC
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FIL Ltd
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Fortitude Family Office, LLC
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Bank Of America Corp /de/
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Financial Advisory Service, Inc.
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Cannon Financial Strategists, Inc.
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One Capital Management, LLC
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Perigon Wealth Management, LLC
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Us Bancorp \de\
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International Private Wealth Advisors LLC
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Global Endowment Management, LP
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Single Point Partners, LLC
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Sound Income Strategies, LLC
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Country Trust Bank
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Ballast Advisors Llc
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WealthCollab, LLC
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Foundation Wealth Management, LLC\PA
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Axis Wealth Partners, LLC
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Td Private Client Wealth Llc
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Edmond De Rothschild Holding S.a.
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BlackRock Funds III - BlackRock LifePath ESG Index 2045 Fund Investor A
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Park Edge Advisors, LLC
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Larson Financial Group LLC
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Ieq Capital, Llc
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RTD Financial Advisors, Inc.
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TNKIX - 1290 Funds - 1290 Retirement 2030 Fund Class I
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Steward Partners Investment Advisory, Llc
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Zrc Wealth Management, Llc
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FSC Wealth Advisors, LLC
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GWM Advisors LLC
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Fox Hill Wealth Management
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Pure Financial Advisors, Inc.
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TNNIX - 1290 Funds - 1290 Retirement 2040 Fund Class I
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Townsquare Capital Llc
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Jacobi Capital Management LLC
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Piscataqua Savings Bank
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WAVLX - Ultimus Managers Trust - Wavelength Interest Rate Neutral Fund
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Spire Wealth Management
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Signature Wealth Management Group
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Bnp Paribas Arbitrage, Sa
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O'shaughnessy Asset Management, Llc
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Sumitomo Mitsui Financial Group, Inc.
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Signature Estate & Investment Advisors Llc
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Ameriprise Financial Inc
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Old Port Advisors
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Arkansas Financial Group, Inc.
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Walkner Condon Financial Advisors LLC
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Kingstone Capital Partners Texas, LLC
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FineMark National Bank & Trust
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Barnes Dennig Private Wealth Management LLC
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Hirtle Callaghan & Co LLC
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HighMark Wealth Management LLC
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WNY Asset Management, LLC
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Meridian Management Co
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Janney Capital Management LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fund Institutional
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Citizens & Northern Corp
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CFS Investment Advisory Services, LLC
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Bfsg, Llc
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Sequoia Financial Advisors, LLC
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Natixis Advisors, L.p.
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Boreal Capital Management LLC
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SRS Capital Advisors, Inc.
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Farrell Financial LLC
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Tiaa Trust, National Association
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Main Street Financial Solutions, LLC
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Hills Bank & Trust Co
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Ameriflex Group, Inc.
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TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
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United Capital Financial Advisers, Llc
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Capital Analysts, Inc.
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CIBC World Markets Inc.
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CIBC Private Wealth Group, LLC
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Ssa Swiss Advisors Ag
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Matrix Trust Co
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Johnson Financial Group, Inc.
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Strategic Point Investment Advisors, LLC
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IFP Advisors, Inc
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BCS Private Wealth Management, Inc.
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Strategy Asset Managers Llc
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Courier Capital Llc
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Blue Fin Capital, Inc.
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Stone House Investment Management, LLC
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FSA Wealth Management LLC
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Evanson Asset Management, LLC
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Parker Financial LLC
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Avantax Advisory Services, Inc.
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Coastal Bridge Advisors, LLC
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Foster & Motley Inc
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National Bank Of Canada /fi/
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BlackRock, Inc.
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Lido Advisors, LLC
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Market Street Wealth Management Advisors Llc
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Quotient Wealth Partners, LLC
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Goldman Sachs Group Inc
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Colonial Trust Advisors
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Vista Capital Partners, Inc.
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Paragon Capital Management Ltd
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DMG Group, LLC
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POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
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Lynx Investment Advisory
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BlueSky Wealth Advisors, LLC
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City State Bank
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Stonegate Investment Group, LLC
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Destination Wealth Management
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Ti-trust, Inc
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Chapin Davis, Inc.
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SPC Financial, Inc.
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Chemistry Wealth Management LLC
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Flagship Harbor Advisors, Llc
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N.E.W. Advisory Services LLC
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Mezzasalma Advisors, LLC
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Prudent Man Advisors, LLC
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Aletheian Wealth Advisors LLC
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OneAscent Financial Services LLC
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Brookstone Capital Management
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Sumitomo Life Insurance Co
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Carnegie Capital Asset Management, LLC
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Glassman Wealth Services
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Indiana Trust & Investment Management CO
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Viewpoint Capital Management LLC
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Park Place Capital Corp
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Summit Financial, LLC
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James Investment Research Inc
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CWC Advisors, LLC.
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Willow Creek Wealth Management Inc.
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Goldstone Financial Group, LLC
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SigFig Wealth Management, LLC
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Hilltop Holdings Inc.
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Laurel Wealth Advisors LLC
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Camelot Technology Advisors, Inc.
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Cardiff Park Advisors, Llc
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Elm Partners Management LLC
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Grandview Asset Management LLC
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Assetmark, Inc
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Optivise Advisory Services LLC
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Huntington National Bank
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Howe & Rusling Inc
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Bessemer Group Inc
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Nbc Securities, Inc.
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H&H Retirement Design & Management INC
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AE Wealth Management LLC
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Wealth Forward, LLC
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Promus Capital, LLC
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Cypress Capital Advisors, LLC
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Focus Financial Network, Inc.
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Cetera Investment Advisers
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TD Waterhouse Canada Inc.
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Journey Advisory Group, LLC
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Safeguard Investment Advisory Group, LLC
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1 North Wealth Services Llc
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Boston Family Office Llc
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Garner Asset Management Corp
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Leavell Investment Management, Inc.
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Ted Buchan & Co
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Minot DeBlois Advisors LLC
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Buck Wealth Strategies, LLC
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Insight Inv LLC
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Brown Advisory Inc
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Nemes Rush Group LLC
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Sterling Financial Planning, Inc.
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Beacon Capital Management, LLC
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J. L. Bainbridge & Co., Inc.
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City Holding Co
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Rock Point Advisors, LLC
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Wealth Quarterback LLC
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Turim 21 Investimentos Ltda.
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Russell Investments Group, Ltd.
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Thrivent Financial For Lutherans
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American Trust
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Savant Capital, LLC
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Trust Co Of Vermont
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TNQIX - 1290 Funds - 1290 Retirement 2055 Fund Class I
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Stephenson & Company, Inc.
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LexAurum Advisors, LLC
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United Services Automobile Association
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Cornerstone Financial Group, LLC /NE/
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Rathbone Brothers plc
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RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
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Equitable Holdings, Inc.
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Prime Capital Investment Advisors, LLC
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Tompkins Financial Corp
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Atria Investments Llc
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Holos Integrated Wealth LLC
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Curran Financial Partners, LLC
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Country Club Bank /gfn
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London & Capital Asset Management Ltd
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Gibraltar Capital Management, Inc.
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Stock Yards Bank & Trust Co
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Webster Bank, N. A.
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Mokosak Advisory Group, LLC
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Peapack Gladstone Financial Corp
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Charles Schwab Trust Co
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Red Crane Wealth Management, Llc
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Shade Tree Advisors LLC
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DecisionMap Wealth Management, LLC
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LPL Financial LLC
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Investment Advisory Group, LLC
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Sunbelt Securities, Inc.
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GK Wealth Management LLC
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Eq Wealth Advisors, Llc
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Sage Financial Group Inc
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Kilter Group LLC
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J. W. Coons Advisors, LLC
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Gladstone Institutional Advisory LLC
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Caldwell Securities, Inc
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Bearing Point Capital, Llc
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Cullen/frost Bankers, Inc.
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Klingman & Associates, LLC
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Heartwood Wealth Advisors LLC
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Perfromance Wealth Partners, LLC
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Blair William & Co/il
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Gerber Kawasaki Wealth & Investment Management
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Northstar Asset Management Inc
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Great Valley Advisor Group, Inc.
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NorthRock Partners, LLC
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Oppenheimer & Co Inc
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Arrow Investment Advisors, LLC
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DiMeo Schneider & Associates, L.L.C.
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Rothschild Investment Llc
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Alliancebernstein L.p.
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RDA Financial Network
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Farther Finance Advisors, LLC
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Scratch Capital Llc
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Smith, Moore & Co.
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EFG Asset Management (Americas) Corp.
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Parallel Advisors, LLC
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Envestnet Asset Management Inc
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Axos Invest Inc.
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West Financial Advisors, LLC
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Stephens Consulting, LLC
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Rehmann Capital Advisory Group
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Moisand Fitzgerald Tamayo, LLC
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Fairfield, Bush & Co.
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Tritonpoint Wealth, Llc
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MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
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SG Americas Securities, LLC
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First American Trust, Fsb
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Thompson Siegel & Walmsley Llc
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Jones Financial Companies Lllp
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Janney Montgomery Scott LLC
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Massmutual Trust Co Fsb/adv
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Belpointe Asset Management LLC
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Jeppson Wealth Management, Llc
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Brown Brothers Harriman & Co
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Mutual Advisors, LLC
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Wolverine Trading, Llc
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Wesbanco Bank Inc
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Aviance Capital Partners, LLC
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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Sowell Financial Services LLC
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Bull Street Advisors, LLC
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Cornerstone Planning Group LLC
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Deutsche Bank Ag\
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Fairway Wealth LLC
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Hardin Capital Partners, LLC
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Dynasty Wealth Management, Llc
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EPG Wealth Management LLC
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Archvest Wealth Advisors, Inc.
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Glen Eagle Advisors, LLC
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Resources Investment Advisors, LLC.
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Stonehage Fleming Financial Services Holdings Ltd
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VisionPoint Advisory Group, LLC
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Planned Solutions, Inc.
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Graney & King, LLC
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We Are One Seven, LLC
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Aqr Capital Management Llc
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Charter Oak Capital Management, LLC
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Stephens Inc /ar/
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Stifel Financial Corp
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Commerce Bank
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Spring Capital Management, Llc
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BRYN MAWR TRUST Co
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Global Assets Advisory, LLC
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Harwood Advisory Group, LLC
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Moors & Cabot, Inc.
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Koshinski Asset Management, Inc.
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Crabel Capital Management, LLC
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Snowden Capital Advisors LLC
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EverSource Wealth Advisors, LLC
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Aspiriant, Llc
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TNJIX - 1290 Funds - 1290 Retirement 2025 Fund Class I
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Cascade Financial Partners, LLC
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Patriot Investment Management Inc.
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Ronald Blue Trust, Inc.
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Kings Path Partners LLC
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Norden Group Llc
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Money Concepts Capital Corp
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Transce3nd, LLC
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Family Legacy Financial Solutions, LLC
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Rakuten Securities, Inc.
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Marshall Wace, Llp
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Duncker Streett & Co Inc
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Orion Portfolio Solutions, LLC
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Bragg Financial Advisors, Inc
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Vontobel Holding Ltd.
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CNB Bank
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First National Bank & Trust Co Of Newtown
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Wealthspire Advisors, LLC
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Hillcrest Wealth Advisors - NY, LLC
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Spectrum Wealth Counsel, LLC
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Zhang Financial LLC
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Nomura Asset Management Co Ltd
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Murphy & Mullick Capital Management Corp
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Cranbrook Wealth Management, LLC
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Consolidated Portfolio Review Corp
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Plante Moran Financial Advisors, LLC
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American Investment Services, Inc.
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D.a. Davidson & Co.
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Lazard Asset Management Llc
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Asset Management Group, Inc.
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Cordant, Inc.
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Alliance Wealth Advisors, LLC /UT
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Inscription Capital, LLC
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Naples Global Advisors, Llc
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Total Investment Management Inc
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Buckingham Strategic Partners
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NewSquare Capital LLC
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Cypress Capital, LLC
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Whittier Trust Co Of Nevada Inc
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FSM Wealth Advisors, LLC
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Fiera Capital Corp
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Consultiva Wealth Management, Corp.
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Mariner, LLC
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Arkadios Wealth Advisors
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Dark Forest Capital Management Lp
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Pathstone Holdings, LLC
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Corepath Wealth Partners Llc
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Nbt Bank N A /ny
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William B. Walkup & Associates, Inc.
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Change Path, LLC
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Tyler-Stone Wealth Management
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Westmount Partners, LLC
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UMA Financial Services, Inc.
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Red Wave Investments LLC
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Hilltop National Bank
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Charter Trust Co
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Private Advisor Group, LLC
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NWF Advisory Services Inc.
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Madden Advisory Services, Inc.
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Stone Point Wealth LLC
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Kingswood Wealth Advisors, Llc
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Oliver Lagore Vanvalin Investment Group
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ProVise Management Group, LLC
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Sequent Planning LLC
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Venture Visionary Partners LLC
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Two Sigma Securities, Llc
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Courage Miller Partners, LLC
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Grove Street Fiduciary, LLC
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Gradient Capital Advisors, LLC
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Vermillion & White Wealth Management Group, LLC
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Nvwm, Llc
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Berkshire Money Management, Inc.
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Capital Investment Advisors, LLC
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Mainstay Capital Management Llc /adv
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Mission Creek Capital Partners, Inc.
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
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Tranquilli Financial Advisor LLC
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Sage Capital Advisors,llc
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Grey Fox Wealth Advisors, LLC
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Hartland & Co., LLC
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Truvestments Capital Llc
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Old Point Trust & Financial Services N A
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Valued Retirements, Inc.
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Dorsey Wright & Associates
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Gibson Capital, LLC
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Ellis Investment Partners, LLC
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Ci Investments Inc.
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Johnson Financial Group, LLC
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Todd Asset Management Llc
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Texas Bank & Trust Co
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Powell Investment Advisors, LLC
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AMG National Trust Bank
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Houlihan Financial Resource Group, Ltd.
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Global Retirement Partners, LLC
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Buckhead Capital Management Llc
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Bank of New Hampshire
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Proficio Capital Partners LLC
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Bank Of Montreal /can/
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Umb Bank N A/mo
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McAdam, LLC
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Pinnacle Financial Group, LLC / IL
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Franklin Resources Inc
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Woodard & Co Asset Management Group Inc /adv
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Palisade Asset Management, LLC
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Old National Bancorp /in/
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Fmr Llc
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Blue Bell Private Wealth Management, Llc
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Schechter Investment Advisors, LLC
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Delos Wealth Advisors, LLC
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Institute for Wealth Management, LLC.
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Cerity Partners LLC
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IFG Advisory, LLC
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Opal Wealth Advisors, LLC
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Bank of Marin
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Proquility Private Wealth Partners, LLC
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Collier Financial
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Pinnacle Bancorp, Inc.
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Ethos Financial Group, LLC
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Bingham Private Wealth, Llc
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Patriot Financial Group Insurance Agency, LLC
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Renasant Bank
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Principia Wealth Advisory, LLC
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Fisher Asset Management, LLC
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Brighton Jones Llc
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Calton & Associates, Inc.
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Pnc Financial Services Group, Inc.
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Bank of New York Mellon Corp
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Quadcap Wealth Management, LLC
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Barrett & Company, Inc.
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Costello Asset Management, INC
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BOK Financial Private Wealth, Inc.
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North Capital, Inc.
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Argent Trust Co
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Ambassador Advisors, LLC
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Private Harbour Investment Management & Counsel, LLC
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Alerus Financial Na
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Retirement Capital Strategies
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Putnam Fl Investment Management Co
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Syntax Research, Inc.
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PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
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Captrust Financial Advisors
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Breakwater Investment Management
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Mine & Arao Wealth Creation & Management, LLC.
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Austin Asset Management Co Inc
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Dynamic Advisor Solutions LLC
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Hm Payson & Co
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First Trust Advisors Lp
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Geneos Wealth Management Inc.
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Walker Asset Management, LLC
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Arcataur Capital Management LLC
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Centricity Wealth Management, LLC
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Motco
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|
Bangor Savings Bank
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Woodside Wealth Management LLC
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|
Bank of Jackson Hole Trust
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Kwmg, Llc
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Cambridge Associates Llc /ma/ /adv
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Regal Investment Advisors LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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BOS Asset Management, LLC
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Ameritas Investment Partners, Inc.
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TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
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Jaffetilchin Investment Partners, LLC
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10Elms LLP
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Coastline Trust Co
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Richard W. Paul & Associates, LLC
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Biondo Investment Advisors, LLC
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Simon Quick Advisors, Llc
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IVC Wealth Advisors LLC
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Kovitz Investment Group Partners, LLC
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IHT Wealth Management, LLC
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Rik Saylor Financial, Inc.
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Exencial Wealth Advisors, Llc
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Templeton & Phillips Capital Management, LLC
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Modera Wealth Management, LLC
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Seacrest Wealth Management, Llc
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Northern Trust Corp
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Mirae Asset Global Investments Co., Ltd.
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TNWIX - 1290 Funds - 1290 Retirement 2050 Fund Class I
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TCTC Holdings, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2035 Fund Institutional
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Fund Evaluation Group, LLC
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RFG Advisory, LLC
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Man Group plc
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Patten Group, Inc.
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Camden National Bank
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Pictet Asset Management Holding SA
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Peak Financial Management, Inc.
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Founders Financial Alliance, LLC
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Warren Averett Asset Management, LLC
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Red Tortoise LLC
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Prudential Financial Inc
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Badgley Phelps Wealth Managers, LLC
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Mustico Financial Group, Inc.
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AlphaCore Capital LLC
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Kingsview Wealth Management, LLC
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Mason Investment Advisory Services, Inc.
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Diversify Wealth Management, Llc
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Wall Street Access Asset Management, LLC
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Angeles Wealth Management, Llc
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JMG Financial Group, Ltd.
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Cwm, Llc
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Mount Yale Investment Advisors, LLC
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Daymark Wealth Partners, Llc
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Moneta Group Investment Advisors Llc
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C M Bidwell & Associates Ltd
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Center for Financial Planning, Inc.
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Briaud Financial Planning, Inc
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Edgestream Partners, L.P.
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Midwest Trust Co
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Canandaigua National Bank & Trust Co
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Strategic Investment Solutions, Inc. /IL
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Strategic Wealth Partners, Ltd.
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Signet Financial Management, Llc
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Latitude Advisors, LLC
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Prudent Man Investment Management, Inc.
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Sykon Capital Llc
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Wernau Asset Management Inc.
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Brass Tax Wealth Management, Inc
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NorthCrest Asset Manangement, LLC
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Atlas Brown,Inc.
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POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
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Prentiss Smith & Co Inc
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Banco Santander, S.A.
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Independence Bank of Kentucky
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Rs Crum Inc.
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SFG Wealth Management, LLC.
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Nations Financial Group Inc, /ia/ /adv
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SILVER OAK SECURITIES, Inc
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Family Investment Center, Inc.
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TRUE Private Wealth Advisors
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Wells Fargo & Company/mn
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Legal & General Group Plc
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Stablepoint Partners, LLC
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Apella Capital, LLC
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E&G Advisors, LP
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Greenspring Advisors, LLC
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Florin Court Capital LLP
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Bokf, Na
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Silvia Mccoll Wealth Management, Llc
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Neuberger Berman Group LLC
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Ellenbecker Investment Group
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Sigma Investment Counselors Inc
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|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
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|
POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
|
|
|
|
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|
Cape Cod Five Cents Savings Bank
|
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|
|
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|
Frontier Asset Management, LLC
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|
Hemington Wealth Management
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Bare Financial Services, Inc
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|
Tidemark, LLC
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|
Wallace Advisory Group, LLC
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|
EDGF - Advisors' Inner Circle Fund II - 3EDGE Dynamic Fixed Income ETF
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|
|
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|
Alesco Advisors Llc
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|
Fortune Financial Advisors, LLC
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|
Wealthfront Advisers Llc
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|
American Financial Advisors, LLC
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|
Dogwood Wealth Management LLC
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|
Money Design Co.,Ltd.
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|
|
|
|
TNOIX - 1290 Funds - 1290 Retirement 2045 Fund Class I
|
|
|
|
|
|
Front Row Advisors LLC
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|
Apexium Financial, Lp
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|
NFP Retirement, Inc.
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|
Manufacturers Life Insurance Company, The
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Pinnacle Associates Ltd
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|
Baldwin Investment Management, LLC
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|
Integrity Financial Corp /WA
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|
3EDGE Asset Management, LP
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|
Itau Unibanco Holding S.A.
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Farmers & Merchants Investments Inc
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Renaissance Technologies Llc
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Atomi Financial Group, Inc.
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Mayflower Financial Advisors, LLC
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Certior Financial Group, Llc
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|
Bank Julius Baer & Co. Ltd, Zurich
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|
Private Trust Co Na
|
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|
Smallwood Wealth Investment Management, LLC
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|
Silverlake Wealth Management Llc
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|
Strategic Investment Advisors / MI
|
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|
|
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|
Gill Capital Partners, Llc
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|
Busey Wealth Management
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Oder Investment Management, LLC
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|
Coldstream Capital Management Inc
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Clear Investment Research, Llc
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Ritholtz Wealth Management
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Ballentine Partners, LLC
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Jackson Hole Capital Partners, LLC
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Truist Financial Corp
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North Star Investment Management Corp.
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|
Dakota Wealth Management
|
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|
William Howard & Co Financial Advisors Inc
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|
Mercer Global Advisors Inc /adv
|
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|
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|
Visionary Wealth Advisors
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|
Toroso Investments, LLC
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NorthLanding Financial Partners, LLC
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Fortress Financial Solutions, LLC
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Financial Advocates Investment Management
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United Asset Strategies, Inc.
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Alan B. Lancz & Associates, Inc.
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Register Financial Advisors LLC
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Impact Partnership Wealth, LLC
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J.w. Cole Advisors, Inc.
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Shepherd Financial Partners LLC
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Darden Wealth Group Inc
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Fermata Advisors, LLC
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Kiker Wealth Management, LLC
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Fortis Group Advisors, LLC
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Pinnacle Holdings, LLC
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Bedel Financial Consulting, Inc.
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Clarity Financial LLC
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|
Net Worth Advisory Group
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|
KDRN - ETF Opportunities Trust - Kingsbarn Tactical Bond ETF
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|
|
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|
Verus Capital Partners, Llc
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|
Toth Financial Advisory Corp
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|
Salem Investment Counselors Inc
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|
Regions Financial Corp
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|
Windsor Capital Management, LLC
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MTM Investment Management, LLC
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Clg Llc
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Bigelow Investment Advisors, LLC
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Awm Capital, Llc
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TNLIX - 1290 Funds - 1290 Retirement 2035 Fund Class I
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WASHINGTON TRUST Co
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Kmg Fiduciary Partners, Llc
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Family Firm, Inc.
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HighTower Advisors, LLC
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Signature Securities Group Corporation
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Biltmore Family Office, LLC
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Samalin Investment Counsel, LLC
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Ancora Advisors, LLC
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Betterment LLC
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SageView Advisory Group, LLC
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Atlantic Union Bankshares Corp
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Hallmark Capital Management Inc
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LaSalle St. Investment Advisors, LLC
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Sovereign Financial Group, Inc.
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Sovran Advisors, LLC
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Rise Advisors, LLC
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Full Sail Capital, LLC
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Westfuller Advisors, LLC
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Federation des caisses Desjardins du Quebec
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Elequin Capital Lp
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Alhambra Investment Partners LLC
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Wiley Bros.-aintree Capital, Llc
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Glass Jacobson Investment Advisors llc
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Cherry Tree Wealth Management, LLC
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Sterling Investment Advisors Llc /adv
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M&t Bank Corp
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Summit Financial Strategies, Inc.
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Nova Wealth Management, Inc.
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Bath Savings Trust Co
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Invesco Ltd.
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Two Sigma Investments, Lp
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Integrated Advisors Network LLC
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Westside Investment Management, Inc.
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BTSAX - Northern Lights Fund Trust - BTS Managed Income Fund Class A Shares
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Ofc Financial Planning, Llc
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Dorsey & Whitney Trust CO LLC
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GPS Wealth Strategies Group, LLC
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King Wealth
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First National Corp /ma/ /adv
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Royal Bank Of Canada
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CoreCap Advisors, LLC
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Barclays Plc
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Forefront Analytics, LLC
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Garrett Wealth Advisory Group, LLC
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Discovery Capital Management, Llc / Ct
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Auour Investments LLC
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Martin & Co Inc /tn/
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Cedar Mountain Advisors, LLC
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Hoey Investments, Inc
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Banque Pictet & Cie Sa
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Harbor Investment Advisory, Llc
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Keel Point, LLC
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BlackRock Funds III - BlackRock LifePath ESG Index 2055 Fund Investor A
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Baird Financial Group, Inc.
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Red Lighthouse Investment Management, Llc
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Rsm Us Wealth Management Llc
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Jpmorgan Chase & Co
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Merit Financial Group, LLC
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Rossby Financial, LCC
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Pacific Life Fund Advisors LLC
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Slocum, Gordon & Co LLP
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Cresset Asset Management, LLC
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Main Street Group, LTD
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Clean Yield Group
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First United Bank Trust/
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Park Avenue Securities Llc
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Hrt Financial Lp
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Glenview Trust Co
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Gen-Wealth Partners Inc
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Fairview Capital Investment Management, Llc
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Hardy Reed LLC
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Invst, LLC
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S.A. Mason LLC
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Apollon Wealth Management, LLC
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Hanlon Investment Management, Inc.
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Dai-ichi Life Holdings, Inc.
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4Thought Financial Group Inc.
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Horizon Investments, LLC
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Brinker Capital Investments, LLC
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Smith Thornton Advisors LLC
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SilverOak Wealth Management LLC
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Shayne & Co., Llc
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Icon Wealth Advisors, LLC
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Key FInancial Inc
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Creative Planning
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Compass Planning Associates Inc
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Capital Investment Advisory Services, LLC
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Nordwand Advisors, LLC
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Twin Focus Capital Partners, Llc
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Principal Securities, Inc.
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Allworth Financial LP
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Kayne Anderson Rudnick Investment Management Llc
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Headinvest, Llc
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Olympus Wealth Management, Llc
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Coastal Investment Advisors, Inc.
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Comerica Bank
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Prosperity Consulting Group, LLC
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Wedbush Securities Inc
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Integrated Wealth Concepts LLC
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Gladwyn Financial Advisors, Inc.
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Beacon Financial Advisory LLC
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Columbus Macro, LLC
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Arbor Investment Advisors, LLC
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Y.D. More Investments Ltd
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Colony Group, LLC
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GenTrust, LLC
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GSB Wealth Management, LLC
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Citigroup Inc
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BlackRock Funds III - BlackRock LifePath ESG Index Retirement Fund Class K
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Modern Wealth Management, LLC
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St Germain D J Co Inc
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Christensen, King & Associates Investment Services, Inc.
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Sound Stewardship, LLC
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Hanson & Doremus Investment Management
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Hsbc Holdings Plc
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Pure Portfolios Holdings Llc
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Elevate Wealth Advisory, Inc
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Legacy Financial Group LLC
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Shared Vision Wealth Group LLC
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First Horizon Advisors, Inc.
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Olistico Wealth, LLC
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Financial Gravity Companies, Inc.
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SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
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Guardian Partners Inc.
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Valmark Advisers, Inc.
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Bellwether Advisors, LLC
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Creative Financial Designs Inc /adv
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Note Advisors, LLC
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Prospera Financial Services Inc
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Insigneo Advisory Services, Llc
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Private Advisory Group LLC
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Tsfg, Llc
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UBS Group AG
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Lodestar Private Asset Management Llc
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BlackRock Funds III - BlackRock LifePath ESG Index 2050 Fund Investor A
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Migdal Insurance & Financial Holdings Ltd.
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Missouri Trust & Investment Co
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W.H. Cornerstone Investments Inc.
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Ascent Wealth Partners, LLC
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Miracle Mile Advisors, LLC
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Ashton Thomas Private Wealth, LLC
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180 Wealth Advisors, Llc
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Golden Bell Financial Planning LLC
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Fulton Breakefield Broenniman Llc
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Magnolia Capital Advisors Llc
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AllSquare Wealth Management LLC
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Harbour Investments, Inc.
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Charter Capital Management, LLC\DE
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PKS Advisory Services, LLC
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Csenge Advisory Group
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Legacy Bridge, LLC
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Rodgers Brothers Inc.
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GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
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Kestra Advisory Services, LLC
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Partners Capital Investment Group, Llp
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DKM Wealth Management, Inc.
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Narus Financial Partners, LLC
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StoneX Group Inc.
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Brookwood Investment Group LLC
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Nwam Llc
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Private Capital Management Llc
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Emerald Investment Partners, Llc
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AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
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Rialto Wealth Management, LLC
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Climber Capital SA
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Chicago Partners Investment Group LLC
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Salomon & Ludwin, LLC
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Christopher J. Hasenberg, Inc
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Commonwealth Equity Services, Llc
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Stratos Wealth Advisors, LLC
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Crewe Advisors LLC
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Independence Financial Advisors, LLC
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AdvisorNet Financial, Inc
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Fourth Dimension Wealth, LLC
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Cape Investment Advisory, Inc.
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ORG Partners LLC
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Slow Capital, Inc.
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Summit Wealth Group, LLC
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Patton Albertson Miller Group, Llc
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Transcend Wealth Collective, Llc
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Marshall Financial Group Inc /adv
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Adviser Investments LLC
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Alpha Cubed Investments, LLC
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Tme Financial, Inc.
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Tiemann Investment Advisors, Llc
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Guggenheim Capital Llc
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Mackenzie Financial Corp
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Hantz Financial Services, Inc.
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Middleton & Co Inc/ma
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Graham Capital Wealth Management, Llc
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Wealth Enhancement Advisory Services, Llc
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Armstrong Advisory Group, Inc
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Gibbs Wealth Management
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Global Wealth Strategies & Associates
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Advisor Group Holdings, Inc.
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Tribridge Partners Financial LLC
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Synovus Financial Corp
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Founders Capital Management
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MAI Capital Management
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Stratos Wealth Partners, LTD.
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White Pine Capital Llc
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First Hawaiian Bank
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Level Four Advisory Services, Llc
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Financial & Tax Architects, LLC
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Insight Wealth Partners, LLC
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White Pine Investment CO
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Prosperity Planning, Inc.
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Brightwater Advisory LLC
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Rhumbline Advisers
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Chesley Taft & Associates LLC
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PFG Investments, LLC
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Pflug Koory, LLC
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Morgan Stanley
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Transamerica Financial Advisors, Inc.
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EP Wealth Advisors, Inc.
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Arete Wealth Advisors, LLC
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Friedenthal Financial
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Heritage Trust Co
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Wealthedge Investment Advisors, Llc
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Advisory Services Network, LLC
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Personal Cfo Solutions, Llc
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Choate Investment Advisors
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Millennium Management Llc
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DORVAL Corp
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Rather & Kittrell, Inc.
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Archer Investment Corp
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Golden State Equity Partners
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Pekin Hardy Strauss, Inc.
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TFB Advisors LLC
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Pinney & Scofield, Inc.
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Copia Wealth Management
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Rosenblum Silverman Sutton S F Inc /ca
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Curbstone Financial Management Corp
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Avalon Trust Co
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Upper Left Wealth Management, LLC
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Simplex Trading, Llc
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Journey Strategic Wealth Llc
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Keybank National Association/oh
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Gould Asset Management Llc /ca/
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Welch & Forbes Llc
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Envestnet Portfolio Solutions, Inc.
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Diversify Advisory Services, LLC
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Phillips Financial Management, Llc
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Flaharty Asset Management, LLC
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Easterly Investment Partners Llc
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Eqis Capital Management, Inc.
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Concord Wealth Partners
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Atlas Capital Advisors Llc
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Baker Avenue Asset Management, LP
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Interactive Financial Advisors
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Retirement Wealth Solutions LLC
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Portside Wealth Group, LLC
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Quest 10 Wealth Builders, Inc.
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Mv Capital Management, Inc.
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Brown, Lisle/cummings, Inc.
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ABLE Financial Group, LLC
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Park Square Financial Group, LLC
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Semmax Financial Advisors Inc.
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Gould Capital, LLC
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Trust Co Of Toledo Na /oh/
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Jane Street Group, Llc
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Napatree Capital Llc
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Independent Family Office, LLC
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Viewpoint Investment Partners Corp
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Ogorek Anthony Joseph /ny/ /adv
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Financial Engines Advisors L.L.C.
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West Paces Advisors Inc.
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Baldwin Brothers Inc/ma
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Colony Family Offices, LLC
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Valpey Financial Services, LLC
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CBIZ Investment Advisory Services, LLC
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Black Diamond Financial, LLC
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BridgePort Financial Solutions, LLC
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Tyche Wealth Partners LLC
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Kestra Private Wealth Services, Llc
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Alteri Wealth LLC
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Whittier Trust Co
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PayPay Securities Corp
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HFGM - Tidal Trust I - Unlimited HFGM Global Macro ETF
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Founders Financial Securities Llc
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SBI Securities Co., Ltd.
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Garde Capital, Inc.
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FSA Investment Group, LLC
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Avos Capital Management, LLC
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Shilanski & Associates, Inc.
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Horizons Wealth Management
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Graypoint LLC
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Granite Investment Partners, LLC
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Sofos Investments, Inc.
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Mascoma Wealth Management LLC
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Beacon Pointe Advisors, LLC
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CENTRAL TRUST Co
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Sandy Spring Bank
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Northwest Wealth Management, Llc
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Evoke Wealth, Llc
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Davidson Trust Co
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Pinnacle Financial Partners Inc
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Van Strum & Towne Inc.
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First National Trust Co
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Compagnie Lombard Odier SCmA
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Lpwm Llc
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FC Advisory LLC
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Financial Network Wealth Advisors LLC
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LGT Financial Advisors LLC
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Northwestern Mutual Wealth Management Co
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Congress Wealth Management LLC / DE /
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Klingenstein Fields & Co Lp
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Wellington Shields & Co., LLC
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New Covenant Trust Company, N.A.
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Tilia Fiduciary Partners, Inc.
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Grove Bank & Trust
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Addison Capital Co
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SOUTH STATE Corp
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Atria Wealth Solutions, Inc.
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Coppell Advisory Solutions LLC
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Ameraudi Asset Management, Inc.
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Cambridge Investment Research Advisors, Inc.
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Seldon Capital Lp
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Mattern Wealth Management LLC
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Aptus Capital Advisors, LLC
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Orcam Financial Group
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Susquehanna International Group, Llp
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Eastern Bank
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Cyndeo Wealth Partners, LLC
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Sigma Planning Corp
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Ascent Group, LLC
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Perissos Private Wealth Management, LLC
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Creekside Partners
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Washington Trust Advisors, Inc.
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CI Private Wealth, LLC
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Raymond James Financial Inc
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BlackRock Funds III - BlackRock LifePath ESG Index 2030 Fund Institutional
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AlTi Global, Inc.
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WealthTrust Axiom LLC
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Procyon Private Wealth Partners, LLC
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Pensionmark Financial Group, Llc
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Parkside Financial Bank & Trust
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Fischer Financial Services, Inc.
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WealthNavi Inc.
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
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Banque Transatlantique SA
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Wealthcare Advisory Partners LLC
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Sentinus, LLC
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Lutz Financial Services LLC
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Cim, Llc
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Plan Group Financial, LLC
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Creekmur Asset Management LLC
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Successful Portfolios LLC
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Pacific Capital Wealth Advisors, Inc
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WFA of San Diego, LLC
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Vermillion Wealth Management, Inc.
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Tcfg Wealth Management, Llc
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Ground Swell Capital, LLC
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Finward Bancorp
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Atwater Malick LLC
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Foundations Investment Advisors, LLC
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Stelac Advisory Services LLC
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HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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Bard Associates Inc
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Lyell Wealth Management, Lp
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Invictus Private Wealth, Llc
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Principle Wealth Partners Llc
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North Forty Two & Co.
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HCR Wealth Advisors
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Concurrent Investment Advisors, LLC
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Evergreen Capital Management Llc
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Simplicity Wealth,LLC
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Gts Securities Llc
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BlackRock Funds III - BlackRock LifePath ESG Index 2060 Fund Institutional
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Optimum Investment Advisors
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Capitolis Liquid Global Markets LLC
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Summitry Llc
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BCJ Capital Management, LLC
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National Asset Management, Inc.
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HB Wealth Management, LLC
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Sepio Capital, LP
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Ameritas Advisory Services, LLC
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SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
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Hickory Point Bank & Trust
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Ausdal Financial Partners, Inc.
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Rockefeller Capital Management L.P.
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Citadel Advisors Llc
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Mml Investors Services, Llc
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Bartlett & Co. Wealth Management Llc
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CPA Asset Management LLC
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Oxford Financial Group Ltd
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Soltis Investment Advisors LLC
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Mma Asset Management Llc
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David R. Rahn & Associates Inc.
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Texas Yale Capital Corp.
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Adirondack Trust Co
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ESL Trust Services, LLC
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Hughes Financial Services, LLC
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Anchor Investment Management, LLC
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Verger Capital Management LLC
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TNIIX - 1290 Funds - 1290 Retirement 2020 Fund Class I
|
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Rock Creek Group, LP
|
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Fifth Third Bancorp
|
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Investors Research Corp
|
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Nautilus Advisors LLC
|
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MJT & Associates Financial Advisory Group, Inc.
|
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Cottonwood Capital Advisors, Llc
|
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Whalen Wealth Management Inc.
|
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Fiduciary Financial Group, Llc
|
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Kovack Advisors, Inc.
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