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Arcus Capital Partners, LLC
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Seros Financial, LLC
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Beta Wealth Group, Inc.
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HBK Sorce Advisory LLC
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McLaughlin Asset Management, Inc.
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Inlet Private Wealth, LLC
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Seacrest Wealth Management, Llc
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Intrust Bank Na
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Endeavor Private Wealth, Inc.
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Madrid Financial Services
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Midwest Trust Co
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RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
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RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
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Modera Wealth Management, LLC
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Cambria Investment Management, L.P.
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Tyche Wealth Partners LLC
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Banque Transatlantique SA
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Wealth Group Ltd
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First Citizens Bank & Trust Co
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Trust Co
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Allstreet Capital Advisors Llc
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Spirepoint Private Client, Llc
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Crescent Grove Advisors, LLC
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Summit Financial, LLC
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
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Orca Investment Management, LLC
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Teamwork Financial Advisors, LLC
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Capital Group Private Client Services, Inc.
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EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB
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Financial Partners Group, Inc
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Inscription Capital, LLC
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Oxford Financial Group Ltd
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J. Safra Sarasin Holding AG
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Argent Trust Co
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Coldstream Capital Management Inc
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Banque Pictet & Cie Sa
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Strategic Blueprint, LLC
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Collaborative Capital Advisors LLC
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Hudock, Inc.
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Phoenix Wealth Advisors
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VVR Holdings LLC
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Guggenheim Capital Llc
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Verity Asset Management, Inc.
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Silverback Asset Management Llc
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Genesis Wealth Advisors, LLC
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Edge Wealth Management LLC
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SCS Capital Management LLC
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Bci Securities, Inc.
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GenTrust, LLC
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Zullo Investment Group, Inc.
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Planned Solutions, Inc.
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Chatham Capital Group, Inc.
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Harmony Asset Management Llc
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Anderson Hoagland & Co
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Triad Wealth Partners, LLC
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Matauro, Llc
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Granite FO LLC
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Pacific Capital Wealth Advisors, Inc
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Clear Creek Financial Management, LLC
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Saxony Capital Management, LLC
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Barrett & Company, Inc.
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Value Investment Professionals, LLC
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Vestcor Inc
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MONECO Advisors, LLC
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Wealth Enhancement Trust Services, Inc.
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Wealthcare Capital Partners, LLC
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Spartan Wealth Advisory Services LLC
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Godshalk Welsh Capital Management, Inc.
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PFG Advisors
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Coastal Investment Advisors, Inc.
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COFG Advisors, LLC
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Nomura Asset Management Co Ltd
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Birinyi Associates Inc
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Systematic Alpha Investments, LLC
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Valley Forge Investment Consultants Inc Adv
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Synergy Financial Group, LTD
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SeaBridge Investment Advisors LLC
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Commonwealth Equity Services, Llc
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Woodmont Investment Counsel Llc
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ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
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Bank Of Nova Scotia
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Johnson Financial Group, LLC
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TBH Global Asset Management, LLC
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Irenic Capital Management LP
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Bensler, LLC
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Acute Investment Advisory, Llc
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Meridian Management Co
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Defender Capital, LLC.
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Smith Shellnut Wilson Llc /adv
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Helix Partners Management LP
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Integrity Investment Advisors, LLC
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D L Carlson Investment Group Inc
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Chicago Wealth Management, Inc.
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Betterment LLC
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Condor Capital Management
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Keudell/Morrison Wealth Management
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Vista Investment Partners Ii, Llc
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Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF
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Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
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Strategic Planning, Inc.
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Variant Private Wealth, LLC
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Twin Focus Capital Partners, Llc
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DXRLX - DIREXION FUNDS - Direxion Monthly Small Cap Bull 2X Fund Investor Class
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General Partner, Inc.
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Helios Capital Management Pte. Ltd
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Dumont & Blake Investment Advisors Llc
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Cannon Advisors, Inc.
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Reuter James Wealth Management, Llc
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Ritter Daniher Financial Advisory LLC / DE
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Shrier Wealth Management, Llc
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Sigma Planning Corp
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Aurora Private Wealth, Inc.
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Everett Harris & Co /ca/
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Aberdeen Wealth Management LLC
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CoreCap Advisors, LLC
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IPG Investment Advisors LLC
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Shum Financial Group, Inc.
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Stairway Partners, LLC
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JPL Wealth Management, LLC
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West Paces Advisors Inc.
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Meitav Dash Investments Ltd
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Covestor Ltd
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Brand Asset Management Group, Inc.
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Tempus Wealth Planning, LLC
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SkyOak Wealth, LLC
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Aaron Wealth Advisors LLC
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Navalign, LLC
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Wall Street Access Asset Management, LLC
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Carret Asset Management, Llc
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Warner Financial, Inc
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AlphaCore Capital LLC
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HighTower Advisors, LLC
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Mv Capital Management, Inc.
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Flagship Harbor Advisors, Llc
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Hengehold Capital Management Llc
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Measured Risk Portfolios, Inc.
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Hopwood Nicholas Hunter
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Cornerstone Capital, Inc.
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Wiser Advisor Group LLC
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Canton Hathaway, LLC
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Strategic Wealth Advisors LLC
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SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
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Benchmark Investment Advisors LLC
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Plancorp, LLC
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Dynamic Financial Group
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Heck Capital Advisors, LLC
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Stevens Capital Management Lp
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Clear Street Group Inc.
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New Republic Capital, LLC
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Shared Vision Wealth Group LLC
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Richmond Investment Services, LLC
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LS Investment Advisors, LLC
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Jpmorgan Chase & Co
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PKS Advisory Services, LLC
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Topsail Wealth Management, LLC
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Mcdonald Partners Llc
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Pointe Capital Management LLC
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Axxcess Wealth Management, Llc
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FNY Investment Advisers, LLC
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Insight Inv LLC
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Chelsea Counsel Co
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MAI Capital Management
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Mpwm Advisory Solutions, Llc
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Prosperity Planning, Inc.
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Belpointe Asset Management LLC
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Allegheny Financial Group LTD
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Financial Counselors Inc
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BCS Private Wealth Management, Inc.
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W Advisors, Llc
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Sincerus Advisory, LLC
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NewEdge Wealth, LLC
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Midland Wealth Advisors Llc
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Lake Street Financial Llc
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McMillan Office, Inc.
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Okabena Investment Services Inc
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Allodium Investment Consultants, LLC
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|
Parcion Private Wealth LLC
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|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
|
|
|
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|
United Financial Planning Group LLC
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|
Signaturefd, Llc
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Pittenger & Anderson Inc
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Fosun International Ltd
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Keystone Financial Group
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|
Bbr Partners, Llc
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|
Volterra Technologies LP
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|
First Foundation Advisors
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|
Arcataur Capital Management LLC
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|
Tiaa Trust, National Association
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Heritage Wealth Advisors
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Vontobel Holding Ltd.
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Hippocratic Financial Advisors, LLC
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Tradewinds, LLC.
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|
Anb Bank
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|
CRA Financial Services, LLC
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|
Sandhill Capital Partners LLC
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|
Warren Averett Asset Management, LLC
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|
Cliftonlarsonallen Wealth Advisors, Llc
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Estate Planners Group, LLC
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|
LVW Advisors, LLC
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|
Single Point Partners, LLC
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|
Mirador Capital Partners LP
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Hillcrest Wealth Advisors - NY, LLC
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|
Ambassador Advisors, LLC
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James J. Burns & Company, LLC
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|
Ethic Inc.
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|
Private Client Services, Llc
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First Bank & Trust
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|
North Star Investment Management Corp.
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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|
Godsey & Gibb Associates
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|
Sankala Group LLC
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|
Ssi Investment Management Llc
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|
Jane Street Group, Llc
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|
Keystone Wealth Services, LLC
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|
Fearless Solutions, LLC dba Best Invest
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|
Ausdal Financial Partners, Inc.
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KilterHowling LLC
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Northland Securities, Inc.
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|
Strategies Wealth Advisors, LLC
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Stratos Wealth Partners, LTD.
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|
Delta Asset Management Llc/tn
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|
Calamos Wealth Management LLC
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|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
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|
BSW Wealth Partners
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|
Prairie Wealth Advisors, Inc.
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|
TCG Advisory Services, LLC
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|
Gemmer Asset Management LLC
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|
Schonfeld Strategic Advisors LLC
|
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|
|
|
|
Payne Capital LLC
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|
|
|
|
|
RHTX - Starboard Investment Trust - RH Tactical Outlook ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
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|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
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|
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Charter Oak Capital Management, LLC
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|
Geneos Wealth Management Inc.
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|
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|
Clifford Swan Investment Counsel Llc
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|
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|
Cypress Capital Group
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|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Vanguard National Trust Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Westmount Partners, LLC
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|
|
Orvieto Partners, L.P.
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|
Forte Asset Management Llc
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|
Consolidated Capital Management, Llc
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|
Bank Of Montreal /can/
|
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|
Arvest Investments, Inc.
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Lloyd Advisory Services, LLC.
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|
Jackson, Grant Investment Advisers, Inc.
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|
Sunflower Bank, N.A.
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|
Sunbelt Securities, Inc.
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|
|
|
Gamco Investors, Inc. Et Al
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|
|
|
|
|
Indivisible Partners
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|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
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|
Cercano Management LLC
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|
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|
|
Foundations Investment Advisors, LLC
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Surience Private Wealth Llc
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Comprehensive Financial Consultants Institutional, Inc.
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|
Eq Llc
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Camelot Portfolios, LLC
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|
Pinkerton Retirement Specialists, LLC
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|
Highland Capital Management, Llc
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|
E Six Thirteen, Llc
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Maripau Wealth Management Llc
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|
Flower City Capital
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|
|
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|
Janney Montgomery Scott LLC
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|
Tanager Wealth Management LLP
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|
Amplius Wealth Advisors, LLC
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|
Quantum Financial Partners Llc
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|
Capital Developers, LLC
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|
PACK Private Wealth, LLC
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|
Constant Guidance Financial LLC
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|
London Co Of Virginia
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|
Centaurus Financial, Inc.
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|
Humankind Investments LLC
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|
Amarillo National Bank
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|
Aster Capital Management (DIFC) Ltd
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|
Bedel Financial Consulting, Inc.
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|
Rps Advisory Solutions Llc
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|
Greenleaf Trust
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|
K.J. Harrison & Partners Inc
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|
Brown Brothers Harriman & Co
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O'shaughnessy Asset Management, Llc
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|
YHB Investment Advisors, Inc.
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Navis Wealth Advisors, LLC
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|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
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Cascade Investment Group, Inc.
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Empower Advisory Group, LLC
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Madden Advisory Services, Inc.
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Pps&v Asset Management Consultants, Inc.
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FSM Wealth Advisors, LLC
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MBA Advisors LLC
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Ccm Investment Advisers Llc
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Annis Gardner Whiting Capital Advisors, LLC
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KCM Capital Inc
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Sterling Capital Management LLC
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Ullmann Financial Group, Inc.
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GM Advisory Group, Inc.
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Freestone Capital Holdings, LLC
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Moneywise, Inc.
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Financial Solutions Advisory Group, Inc.
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Koshinski Asset Management, Inc.
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Principal Financial Group Inc
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Meadow Creek Wealth Advisors Llc
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First Heartland Consultants, Inc.
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CENTRAL TRUST Co
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Bessemer Group Inc
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Allstate Corp
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Steigerwald, Gordon & Koch Inc.
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Consolidated Investment Group LLC
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TOP Private Wealth LLC.
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Laird Norton Trust Company, Llc
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Natixis
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Envestnet Portfolio Solutions, Inc.
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Integrated Wealth Concepts LLC
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BlackRock ESG Capital Allocation Trust
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Vaughan David Investments Inc/il
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Trust Co of the South
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Centiva Capital, LP
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LifeSteps Financial, Inc.
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Vilga Financial Planning LLC
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Curry Webb Wealth Management LLC
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Marvin & Palmer Associates Inc
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Mcguire Capital Advisors Inc
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Edenbrook Capital, LLC
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Your Advocates Ltd., LLP
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Vavra Capital Management, LLC
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Peterson Wealth Management
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Bank of New York Mellon Corp
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Professional Advisory Services Inc
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Vermillion Wealth Management, Inc.
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Atlantic Edge Private Wealth Management, LLC
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Daner Wealth Management, LLC
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Sittner & Nelson, Llc
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BWM Planning, LLC
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Union Bancaire Privee, UBP SA
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Gridiron Partners, LLC
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Sarasin & Partners LLP
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Plan A Wealth LLC
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Ridge Creek Global, Inc
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ITDJ - iSHARES TRUST - iShares LifePath Target Date 2070 ETF
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Andrews, Lucia Wealth Management Llc
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180 Wealth Advisors, Llc
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FDx Advisors, Inc.
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Tiaa-cref Individual & Institutional Services, Llc
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Krilogy Financial LLC
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
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Ferguson Wellman Capital Management, Inc
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First Western Trust Bank
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Squarepoint Ops LLC
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Shapiro Capital Management Llc
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IHT Wealth Management, LLC
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Soltis Investment Advisors LLC
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Park Edge Advisors, LLC
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Optima Capital Llc
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Jamison Private Wealth Management, Inc.
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Sageworth Trust Co
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Bayesian Capital Management, LP
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Bouchey Financial Group Ltd
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Mml Investors Services, Llc
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Morangie Management LLC
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Pathstone Holdings, LLC
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Finivi Inc.
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Montecito Bank & Trust
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Davidson Trust Co
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AIA Group Ltd
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Postrock Partners Llc
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Allie Family Office LLC
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Topel & Distasi Wealth Management, LLC
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Strategic Wealth Partners, Ltd.
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Traynor Capital Management, Inc.
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Motco
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Gunpowder Capital Management, LLC dba Oliver Wealth Management
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Requisite Capital Management, LLC
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Bleakley Financial Group, LLC
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Consolidated Portfolio Review Corp
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Summit Investment Advisory Services, LLC
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Triune Financial Partners, LLC
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Prudent Man Advisors, LLC
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JNBA Financial Advisors
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Centerpoint Advisors, LLC
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Clarkston Capital Partners, LLC
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Mengis Capital Management, Inc.
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Laffer Investments
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Hel Ved Capital Management Ltd
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Sapient Capital Llc
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Barbara Oil Co.
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Gts Securities Llc
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PLUSX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Moderate Allocation Fund Class A
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DecisionPoint Financial, LLC
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Commerce Bank
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Banco Santander, S.A.
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Johnson Financial Group, Inc.
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RPG Investment Advisory, LLC
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Cantor Fitzgerald Investment Adviser L.p.
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Procyon Private Wealth Partners, LLC
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Range Advisory, LLC
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Financial Network Wealth Management LLC
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Regent Peak Wealth Advisors LLC
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McAdam, LLC
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Coastal Bridge Advisors, LLC
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Cape Ann Savings Bank
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TAGStone Capital, Inc.
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J. L. Bainbridge & Co., Inc.
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HCR Wealth Advisors
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Options Solutions, Llc
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Ramiah Investment Group
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Commonwealth Financial Services, LLC
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Baxter Bros Inc
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Price T Rowe Associates Inc /md/
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Leo H. Evart, Inc.
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Consilium Wealth Advisory, LLC
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Sellwood Investment Partners LLC
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Robinhood Asset Management, LLC
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Tarbox Family Office, Inc.
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Crestwood Advisors Group LLC
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Bricktown Capital, LLC
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First Manhattan Co
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Keeler & Nadler Financial Planning & Wealth Management
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Wagner Wealth Management, Llc
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IFP Advisors, Inc
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Founders Financial Alliance, LLC
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CDC Financial, Inc.
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MYDA Advisors LLC
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Macco Financial Group, Inc.
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Salem Investment Counselors Inc
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QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
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Burns Matteson Capital Management, LLC
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Petix & Botte Co
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BTC Capital Management, Inc.
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First American Bank
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Wealth Architects, LLC
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Birch Hill Investment Advisors LLC
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PlanVest Financial, Inc
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Brooklands Fund Management Ltd
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Godfrey Financial Associates, Inc.
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EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB
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Hanson & Doremus Investment Management
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Storen Legacy Partners, LLC
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Grove Bank & Trust
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McGlone Suttner Wealth Management, Inc.
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Evelyn Partners Investment Management LLP
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Whittier Trust Co
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class
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Downshift Financial, LLC
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Objective Capital Management, LLC
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GDS Wealth Management
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Evensky & Katz LLC
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TRB Wealth Management, LLC
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Eagle Global Advisors Llc
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Chemung Canal Trust Co
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Morgan Dempsey Capital Management Llc
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CMG Global Holdings, LLC
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Guardian Capital, LLC
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Seelaus Asset Management LLC
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Advisors Capital Management, LLC
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Connable Office Inc
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Dynamic Advisor Solutions LLC
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Compass Capital Corp /ma/ /adv
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Tenon Financial LLC
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Advisor OS, LLC
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REAP Financial Group, LLC
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First Nebraska Trust Co
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American Assets Investment Management, LLC
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Guardian Wealth Advisors, Llc / Nc
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LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
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Pachira Investments Inc.
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marrick wealth, LLC
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Chris Bulman Inc
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Burke & Herbert Bank & Trust Co
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First City Capital Management, Inc.
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Middleton & Co Inc/ma
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Triton Wealth Management, PLLC
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|
Verum Partners LLC
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GreatBanc Trust CO
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Potomac Fund Management Inc /adv
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Corundum Group, Inc.
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O'ROURKE & COMPANY, Inc
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Lavaca Capital Llc
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Fwl Investment Management, Llc
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Abbot Financial Management, Inc.
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Peoples Bank /oh
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3 Factor Indexing, Llc
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Niles Investment Management, LLC
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Key Capital Management, INC
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Glenmede Trust Co Na
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Manuka Financial, LLC
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Veracity Capital LLC
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GeoSphere Capital Management
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Brown Financial Advisory
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Leigh Baldwin & Co., Llc
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Jackson Square Capital, Llc
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|
USEW - EA Series Trust - Cambria US EW ETF
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Balyasny Asset Management Llc
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Manufacturers Life Insurance Company, The
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Trilogy Capital Inc.
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Armstrong, Fleming & Moore, Inc
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Pin Oak Investment Advisors Inc
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Allen Mooney & Barnes Investment Advisors LLC
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Tanglewood Legacy Advisors, LLC
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Olistico Wealth, LLC
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Red Reef Advisors Llc
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Power Wealth Management Llc
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East Coast Asset Management, LLC.
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SNS Financial Group, LLC
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Davis R M Inc
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Aspen Investment Management Inc
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Nicolet Bankshares Inc
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Prime Capital Investment Advisors, LLC
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Capital Performance Advisors Llp
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DAVENPORT & Co LLC
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My Purposeful Wealth Corp.
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Ipswich Investment Management Co., Inc.
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1015 Capital Partners, LLC
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Pine Valley Investments Ltd Liability Co
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EP Wealth Advisors, Inc.
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Engine Capital Management, LP
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Amicus Financial Advisors, LLC
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|
Delos Wealth Advisors, LLC
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Dendur Capital Lp
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Garrett Investment Advisors LLC
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|
ADAR1 Capital Management, LLC
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|
Relyea Zuckerberg Hanson LLC
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We Are One Seven, LLC
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Action Point Financial Planning, Llc
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BLB&B Advisors, LLC
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RTD Financial Advisors, Inc.
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Moors & Cabot, Inc.
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Catalina Capital Group, LLC
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Lmcg Investments, Llc
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Jasper Ridge Partners, L.P.
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BG Investment Services, Inc.
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JGP Wealth Management, LLC
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Resolute Advisors LLC
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Mine & Arao Wealth Creation & Management, LLC.
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|
Abound Wealth Management
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DB&C Advisors, LLC
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Verdence Capital Advisors LLC
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Dara Capital Us, Inc.
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Garda Capital Partners Lp
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GW&K Investment Management, LLC
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|
New England Asset Management Inc
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|
Lionshead Wealth Management, LLC
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|
Crewe Advisors LLC
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|
Harbour Trust & Investment Management Co
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|
Hilton Head Capital Partners, LLC
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|
|
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|
Atlas Private Wealth Advisors
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|
Fairway Wealth LLC
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|
|
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|
EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB
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|
|
|
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|
Silverleafe Capital Partners, LLC
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
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Assetmark, Inc
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Punch & Associates Investment Management, Inc.
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Morris Financial Concepts, Inc.
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Hm Payson & Co
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Anchor Investment Management, LLC
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|
Aviso Wealth Management
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|
Steinberganna Wealth Management
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|
Mark Sheptoff Financial Planning, Llc
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Murphy, Middleton, Hinkle & Parker, Inc.
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Stillwater Capital Advisors, LLC
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Palogic Value Management, L.P.
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Payden & Rygel
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|
NFP Retirement, Inc.
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Quadcap Wealth Management, LLC
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|
Clough Global Equity Fund
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|
Genus Capital Management Inc.
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Sofos Investments, Inc.
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Valued Wealth Advisors LLC
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Accurate Wealth Management, LLC
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|
Catalyst Financial Partners Llc
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|
LaSalle St. Investment Advisors, LLC
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|
Scotia Capital Inc.
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|
Gateway Wealth Partners, LLC
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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|
|
|
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|
Keebeck Wealth Management, LLC
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|
Concurrent Investment Advisors, LLC
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|
Piscataqua Savings Bank
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Financial Life Planners
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Asset Management Group, Inc.
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|
Gradient Capital Advisors, LLC
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SimpliFi, Inc.
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Insight Wealth Partners, LLC
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Reyes Financial Architecture, Inc.
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Bearing Point Capital, Llc
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OMNI 360 Wealth, Inc.
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Core Wealth Advisors, Inc.
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Signal Tree Financial Partners Llc
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Gordian Capital Singapore Pte Ltd
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Picton Mahoney Asset Management
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Idaho Trust Bank
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Eclectic Associates Inc /adv
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Toronto Dominion Bank
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Harwood Advisory Group, LLC
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New England Capital Financial Advisors LLC
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Caldwell Securities, Inc
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Rehmann Capital Advisory Group
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Afg Fiduciary Services Limited Partnership
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Wellington Shields Capital Management, LLC
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Clough Global Dividend & Income Fund
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Mh & Associates Securities Management Corp /adv
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Advisory Services Network, LLC
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Plotkin Financial Advisors, LLC
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Zuckerman Investment Group, LLC
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Vanguard Advisers Inc
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Northwestern Mutual Wealth Management Co
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Tiemann Investment Advisors, Llc
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ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
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Northern Oak Wealth Management Inc
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Breakwater Capital Group
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BEAM Asset Management, LLC
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Connors Investor Services Inc
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BOS Asset Management, LLC
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Shay Capital LLC
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Wealthspire Advisors, LLC
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Entrewealth, Llc
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Roan Capital Partners
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Peak6 Llc
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Arq Wealth Advisors, Llc
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World Equity Group, Inc.
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First County Bank /CT/
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Strategic Equity Management
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Horrell Capital Management, Inc.
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Cura Wealth Advisors, Llc
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Sherman Porfolios, Llc
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Van Strum & Towne Inc.
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XML Financial, LLC
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Alvarez & Marsal Private Wealth Partners, LLC
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Ellis Investment Partners, LLC
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Wealthbridge Capital Management, Llc
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JAKDX - JPMORGAN TRUST IV - JPMorgan SmartRetirement Blend 2070 Fund Class I
|
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Retirement Planning Group
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Simmons Bank
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United Advisor Group, LLC
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C M Bidwell & Associates Ltd
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Empyrean Capital Partners, LP
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Royal Bank Of Canada
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Fire Capital Management LLC
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Glass Jacobson Investment Advisors llc
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Entrust Financial Llc
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Sageworth Trust Co of South Dakota
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Signal Advisors Wealth, LLC
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Fermata Advisors, LLC
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Cinctive Capital Management LP
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Vawter Financial, Ltd.
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Harvest Investment Advisors, LLC
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Latitude Advisors, LLC
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Sage Investment Counsel LLC
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Exchange Bank
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Sanctuary Advisors, LLC
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Bogart Wealth, LLC
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Keb Asset Management, Llc
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Badgley Phelps Wealth Managers, LLC
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Second Line Capital, LLC
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CGC Financial Services, LLC
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Greenland Capital Management LP
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Mount Yale Investment Advisors, LLC
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17 Capital Partners, Llc
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T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
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Walleye Trading LLC
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Risk Paradigm Group, LLC
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HighPoint Advisor Group LLC
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Brewster Financial Planning LLC
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Concorde Asset Management, LLC
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Morgan Stanley
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Woodstock Corp
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Ronald Blue Trust, Inc.
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DHJJ Financial Advisors, Ltd.
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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
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Addison Advisors LLC
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Sowell Financial Services LLC
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Creative Planning
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Level Four Advisory Services, Llc
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Visionary Horizons, LLC
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E&G Advisors, LP
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Summit Wealth Group Llc / Co
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Prosperity Consulting Group, LLC
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UBS Group AG
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Capital Advisors Inc/ok
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Cannell Capital Llc
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Regatta Research & Money Management
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OneAscent Financial Services LLC
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Insight Wealth Strategies, LLC
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Warner Group LLC
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LifeGoal Wealth Advisors
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Interval Partners, LP
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Bullock Wealth Management Group
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Fell Capital Management /adv
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Buckhead Capital Management Llc
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Toroso Investments, LLC
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Diversified Enterprises, LLC
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Tower View Investment Management & Research LLC
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Paradigm Financial Partners, Llc
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Maia Wealth LLC
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Compass Rose Asset Management, LP
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Smallwood Wealth Investment Management, LLC
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Hilltop Holdings Inc.
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Garde Capital, Inc.
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Drexel Morgan & Co.
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Encompass Wealth Advisors, Llc
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Penney Financial, LLC
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Wincap Financial Llc
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Cardiff Park Advisors, Llc
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Minot DeBlois Advisors LLC
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Farmers & Merchants Investments Inc
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SageView Advisory Group, LLC
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RMG Wealth Management LLC
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Pinnacle Wealth Planning Services, Inc.
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Bernard Wealth Management Corp.
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Rathbone Brothers plc
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Armis Advisers, LLC
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Two Sigma Investments, Lp
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Parker Financial LLC
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Livet Wealth, LLC
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Investment Partners, Ltd.
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Nbc Securities, Inc.
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Friends Of The Cornell Lab Of Ornithology, Inc.
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Ubs Asset Management Americas Inc
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Dickmeyer Boyce Financial Management, Inc.
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Red Tortoise LLC
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Integrity Alliance, Llc.
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Blodgett Wealth Advisors, Llc
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Peak Asset Management, LLC
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Vident Advisory, LLC
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Sig Brokerage, Lp
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Venture Visionary Partners LLC
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Baldwin Investment Management, LLC
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Owl Creek Wealth Partners LLC
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Union Savings Bank
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Matrix Asset Advisors Inc/ny
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VeraBank, N.A.
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ORR - EA Series Trust - Militia Long/Short Equity ETF
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Patrick M Sweeney & Associates, Inc
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|
Novem Group
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Rhumbline Advisers
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|
Hancock Whitney Corp
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GoldenTree Opportunistic Credit Fund
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Collier Financial
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Fort Point Capital Partners LLC
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Arrowstreet Capital, Limited Partnership
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Pinnacle Financial Partners, Inc.
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Wealth Enhancement Advisory Services, Llc
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Blume Capital Management, Inc.
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Pitti Group Wealth Management, LLC
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Teachers Insurance & Annuity Association Of America
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Signature Estate & Investment Advisors Llc
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Rsm Us Wealth Management Llc
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Front Street Capital Management, Inc.
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N.E.W. Advisory Services LLC
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Lcnb Corp
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Revolve Wealth Partners, LLC
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Gray Private Wealth, LLC
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Nixon Peabody Trust Co
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Layline Advisors, LLC
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VisionPoint Advisory Group, LLC
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Harbor Capital Advisors, Inc.
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Ascent Wealth Partners, LLC
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Philadelphia Trust Co
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Claro Advisors LLC
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Northstar Financial Companies, Inc.
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Advyzon Investment Management, LLC
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Wellington Management Group Llp
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Larson Financial Group LLC
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Stonebridge Financial Group, LLC
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Maridea Wealth Management LLC
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Westover Capital Advisors, LLC
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Newbridge Financial Services Group, Inc.
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Arete Wealth Advisors, LLC
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Vision Capital Management, Inc.
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BankPlus Wealth Management LLC
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Consolidated Planning Corp
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Bellevue Asset Management, Llc
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Capstone Investment Advisors, Llc
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WealthBridge Investment Counsel Inc.
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ESL Trust Services, LLC
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Sagespring Wealth Partners, Llc
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Angeles Wealth Management, Llc
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Allen Investment Management LLC
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Allianz Se
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Wealthspan Partners, Llc
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Legacy Wealth Management, Inc
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Navigation Group, LLC
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Rockwood Wealth Management, LLC
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One Capital Management, LLC
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Hudson Portfolio Management LLC
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Diversify Advisory Services, LLC
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Holistic Financial Partners
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Richard P Slaughter Associates Inc
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Halbert Hargrove Global Advisors, Llc
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Schwarz Dygos Wheeler Investment Advisors Llc
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BridgePort Financial Solutions, LLC
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Maloon Powers Pitre Higgins & Dennehy, LLC
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Baron Silver Stevens Financial Advisors, Llc
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|
Coston, McIsaac & Partners
|
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|
Thayer Partners, LLC / MA
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|
MBXAX - MUTUAL FUND SERIES TRUST - Catalyst/Millburn Hedge Strategy Fund Class A
|
|
|
|
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|
Caldwell Trust Co
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|
Stratos Wealth Advisors, LLC
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Kondo Wealth Advisors, Inc.
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ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
|
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Penobscot Investment Management Company, Inc.
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|
Akuna Securities Llc
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Oakmont Advisory Group, LLC
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|
Tucker Asset Management Llc
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Fundamentun, Llc
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Impactive Capital LP
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WESPAC Advisors, LLC
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|
Retirement Income Solutions, Inc
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Navigoe, LLC
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Greenwich Wealth Management LLC
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|
Bare Financial Services, Inc
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|
Nemes Rush Group LLC
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|
L & S Advisors Inc
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Wealthedge Investment Advisors, Llc
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Valmark Advisers, Inc.
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Pillar Financial Advisors, LLC
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Midwest Capital Advisors, LLC
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Kercheville Advisors, LLC
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Kathmere Capital Management, LLC
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|
Pennington Partners & Co., Llc
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|
Luxor Capital Group, LP
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|
Pasadena Private Wealth, LLC
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|
Steward Partners Investment Advisory, Llc
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|
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|
Wedbush Securities Inc
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|
Provenance Wealth Advisors, LLC
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Richards, Merrill & Peterson, Inc.
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Aurelius Family Office LLC
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Krs Capital Management, Llc
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|
MB Generational Wealth, LLC
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|
Citizens Financial Group Inc/ri
|
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|
TritonPoint Partners, LLC
|
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|
Kiker Wealth Management, LLC
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|
Intergy Private Wealth, LLC
|
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|
Asset Dedication, LLC
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
First Growth Capital LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
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|
Private Wealth Asset Management, LLC
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|
Sumitomo Mitsui Financial Group, Inc.
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|
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|
Managed Portfolio Series - Leuthold Global Fund Institutional Class
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|
Kovitz Investment Group Partners, LLC
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|
|
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|
Forum Financial Management, LP
|
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|
Calamos Advisors LLC
|
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|
Adell Harriman & Carpenter Inc
|
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|
Bell Bank
|
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|
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|
Tran Capital Management, L.p.
|
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|
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|
RPg Family Wealth Advisory, LLC
|
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|
Paragon Private Wealth Management, LLC
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|
Paragon Capital Management LLC
|
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|
Schoolcraft Capital LLC
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|
Absolute Capital Management, LLC
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|
Mather Group, Llc.
|
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|
Central Pacific Bank - Trust Division
|
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|
Schroder Investment Management Group
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|
Insight Advisors, LLC/ PA
|
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|
St. Louis Trust Co
|
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|
Windsor Advisory Group, LLC
|
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|
Smith, Salley & Associates
|
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|
Lansing Street Advisors
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|
WASHINGTON TRUST Co
|
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|
Guardsman Private Capital Management, Inc.
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|
Select Equity Group, L.P.
|
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|
Prostatis Group LLC
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|
Atomic Invest LLC
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|
May Hill Capital, LLC
|
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|
State of New Jersey Common Pension Fund D
|
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|
|
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|
Gilpin Wealth Management, Llc
|
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|
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|
Omega Financial Group, LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
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|
Regency Capital Management Inc.\DE
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|
Tranquility Partners, LLC
|
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|
Monte Financial Group, LLC
|
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|
Forteris Wealth Management Inc.
|
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Boreal Capital Management LLC
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Old Second National Bank Of Aurora
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Alberta Investment Management Corp
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EverSource Wealth Advisors, LLC
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Bank Hapoalim Bm
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Truvestments Capital Llc
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PUREfi Wealth, LLC
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Root Financial Partners, LLC
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Seneschal Advisors, LLC
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Sterling Investment Advisors Llc /adv
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
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Sage Rhino Capital Llc
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Advocate Group Llc
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Almanack Investment Partners, LLC.
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Transcend Wealth Collective, Llc
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Lavelle Capital Lp
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LuminArx Capital Management LP
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Western Pacific Wealth Management, LP
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Stegner Investment Associates Inc.
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Clare Market Investments LLC
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McCollum Christoferson Group LLC
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Sterling Investment Advisors, Ltd.
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Hoese & Co LLP
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Athena Investment Management
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CJM Wealth Advisers, Ltd.
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Madison Wealth Partners, Inc
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Dunhill Financial, LLC
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James T. Borello RIA
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Ballast Rock Private Wealth LLC
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IFS Advisors, LLC
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Cosner Financial Group, LLC
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Avion Wealth
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Financial Engines Advisors L.L.C.
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Wealthgarden F.s. Llc
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Chesley Taft & Associates LLC
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Pioneer Family Office, LLC
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Windsor Capital Management, LLC
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Signature Resources Capital Management, LLC
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Roffman Miller Associates Inc /pa/
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Skylands Capital, LLC
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Howard Capital Management Inc.
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DeepCurrents Investment Group LLC
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Well Done, LLC
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Us Bancorp \de\
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Investmark Advisory Group LLC
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Aegis Wealth Management LLC
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Symmetry Peak Management Llc
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Steel Peak Wealth Management LLC
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Cornerstone Select Advisors, LLC
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Marshall Financial Group LLC
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Wealthcare Advisory Partners LLC
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Old Peak Finance LLC
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Vestmark Advisory Solutions, Inc.
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White Lighthouse Investment Management Inc.
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Intesa Sanpaolo Wealth Management
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JSF Financial, LLC
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Nations Financial Group Inc, /ia/ /adv
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Hudson Bay Capital Management LP
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Global View Capital Management LLC
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Arcadia Investment Management Corp/mi
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Victory Financial Group, Llc
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Capital Squared Financial LLC
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F
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Cedar Wealth Management, LLC
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Cwm, Llc
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Algert Global Llc
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Mairs & Power Inc
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Prosperity Bancshares Inc
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Robertson Stephens Wealth Management, LLC
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Evernest Financial Advisors, LLC
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Wealth Advisory Solutions, LLC
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Nestegg Advisors, Inc.
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Haverford Trust Co
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Ellenbecker Investment Group
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Chapin Davis, Inc.
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Missouri Trust & Investment Co
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Edgestream Partners, L.P.
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Arrowroot Family Office, LLC
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Peddock Capital Advisors, Llc
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Trueblood Wealth Management, LLC
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CWA Asset Management Group, LLC
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Federation des caisses Desjardins du Quebec
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Associated Banc-corp
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Levin Capital Strategies, L.p.
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Miller Financial Services LLC
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Ewa, Llc
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Sovereign Financial Group, Inc.
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Beaird Harris Wealth Management, LLC
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TIAA Wealth Investment Management LLC
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Beacon Capital Management, LLC
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Cahaba Wealth Management, Inc.
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Penobscot Wealth Management
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Highland Investment Advisors LLC
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REDW Wealth LLC
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Beirne Wealth Consulting Services, LLC
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Capital Investment Counsel, Inc
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Solstein Capital, LLC
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Citizens National Bank Trust Department
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Patriot Investment Management Inc.
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Mainstay Capital Management Llc /adv
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Meridian Investment Counsel Inc.
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Moody National Bank Trust Division
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AAFCPAs Wealth Management, LLC
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Madison Asset Management, LLC
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Ground Swell Capital, LLC
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Kaufman Rossin Wealth, LLC
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Grandfield & Dodd, Llc
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Private Wealth Group, LLC
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Sand Hill Global Advisors, LLC
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Stordahl Capital Management, Inc.
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Graham Capital Management, L.P.
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Financial Management Professionals, Inc.
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ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
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Aspiriant, Llc
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CIBC Bancorp USA Inc.
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49 Wealth Management, Llc
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Gwn Securities Inc.
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Total Wealth Planning & Management, Inc.
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Index Fund Advisors, Inc.
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Fort Sheridan Advisors Llc
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Brookwood Investment Group LLC
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EMC Capital Management
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Sightline Wealth Advisors, LLC
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Washington Trust Bank
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Heffernan Advisory, Inc
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DRW Securities, LLC
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Seneca Financial Advisors LLC
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Sharp Financial Services, LLC
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Contravisory Investment Management, Inc.
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Next Capital Management LLC
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Chilton Capital Management Llc
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Resources Investment Advisors, LLC.
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Citadel Advisors Llc
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Snowden Capital Advisors LLC
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Rik Saylor Financial, Inc.
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NorthAvenue LLC
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Aristotle Capital Boston, LLC
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Brinker Capital Investments, LLC
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Frisch Financial Group, Inc.
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Cornerstone Advisors Asset Management, Inc
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Camelot Technology Advisors, Inc.
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Old Point Trust & Financial Services N A
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NBH Bank
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Anchyra Partners Llc
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Fortitude Family Office, LLC
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Golden State Wealth Management, LLC
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First PREMIER Bank
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TNA - Direxion Shares ETF Trust - Direxion Daily Small Cap Bull 3X Shares
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LM Advisors LLC
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Davis Investment Partners, LLC
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Smith Chas P & Associates Pa Cpas
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First Commonwealth Financial Corp /pa/
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Smith, Moore & Co.
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Carnegie Capital Asset Management, LLC
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Fragasso Group Inc.
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Greenwood Gearhart Inc
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Flywheel Private Wealth LLC
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Financial Synergies Wealth Advisors, Inc.
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Aua Capital Management, Llc
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Summit Trail Advisors, Llc
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Valor Advisors LLC
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Macroview Investment Management Llc
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Strive Financial Group ,LLC
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Financial Consulate, Inc
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Merit Financial Group, LLC
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Itau Unibanco Holding S.A.
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Dauntless Investment Group, LLC
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Westfuller Advisors, LLC
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Charter Trust Co
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Bill Few Associates, Inc.
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Beacon Financial Strategies CORP
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Marin Bay Wealth Advisors, LLC
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Disciplined Investments, LLC
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Brighton Jones Llc
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Occidental Asset Management, LLC
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American Financial Advisors, LLC
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Bright Futures Wealth Management, LLC.
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Mayport, Llc
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Global Wealth Management Investment Advisory, Inc.
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Arbor Investment Advisors, LLC
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Libra Wealth Llc
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American Capital Advisory, LLC
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Capasso Planning Partners LLC
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Trifecta Capital Advisors, LLC
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Bath Savings Trust Co
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Advance Capital Management, Inc.
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Ancora Advisors, LLC
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Howland Capital Management Llc
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Mainsail Asset Management, Llc
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Legacy Edge Advisors, LLC
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Mirae Asset Global Investments Co., Ltd.
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Apollon Wealth Management, LLC
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TFC Financial Management
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Osborne Partners Capital Management, Llc
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Circle Wealth Management, LLC
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Nomura Holdings Inc
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Costello Asset Management, INC
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VYSGX - Voya EQUITY TRUST - Voya Small Company Fund Class W
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Miracle Mile Advisors, LLC
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Philosophy Capital Management LLC
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Cassaday & Co Wealth Management LLC
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Walleye Capital LLC
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BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares
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BRES - EA Series Trust - Burney U.S. Equity Select ETF
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John A. Wolfe & Associates, Inc.
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Shepherd Financial Partners LLC
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Ballentine Partners, LLC
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Willis Johnson & Associates, Inc.
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GeoWealth Management, LLC
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MainStreet Investment Advisors LLC
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Legend Capital Advisors LLC
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SOUTH STATE Corp
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Upper Left Wealth Management, LLC
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B & T Capital Management DBA Alpha Capital Management
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Cadent Capital Advisors, LLC
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Pillsbury Lake Capital LLC
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Maxi Investments CY Ltd
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Cardinal Capital Management
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Leavell Investment Management, Inc.
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DT Investment Partners, LLC
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North Point Portfolio Managers Corp/oh
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Operose Advisors LLC
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Frank, Rimerman Advisors LLC
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James Investment Research Inc
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KPP Advisory Services LLC
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Solidarilty Wealth, LLC
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Kayne Anderson Rudnick Investment Management Llc
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American National Bank
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Clough Global Opportunities Fund
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Tsfg, Llc
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Churchill Financial Advisors, LLC
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Heritage Investment Group, Inc.
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Zwj Investment Counsel Inc
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J.w. Cole Advisors, Inc.
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M. Kraus & Co
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Doliver Advisors, Lp
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Wealth Alliance
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Mason Investment Advisory Services, Inc.
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Cambridge Advisors Inc.
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Mycio Wealth Partners, Llc
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Kingsview Wealth Management, LLC
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Magnetar Financial LLC
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Pinnacle Family Advisors, LLC
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Three Bridge Wealth Advisors, LLC
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Forefront Wealth Partners, LLC
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Rialto Wealth Management, LLC
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Alpine Bank Wealth Management
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Truepoint, Inc.
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Investment Partners Asset Management, Inc.
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Alteri Wealth LLC
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Park Capital Management, LLC / WI
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Old Mission Investment Co LLC
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Trivant Custom Portfolio Group, LLC
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Pallas Capital Advisors LLC
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GGM Financials LLC
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Gr Financial Group, Llc
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Florida Financial Advisors, Llc
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Blue Bell Private Wealth Management, Llc
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Blackstone Group Inc
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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Everhart Financial Group, Inc.
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Financial Gravity Companies, Inc.
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Ariadne Wealth Management, LP
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Penn Capital Management Co Inc
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HORAN Wealth, LLC
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Simon Quick Advisors, Llc
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Prelude Capital Management, Llc
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Sepio Capital, LP
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Perigon Wealth Management, LLC
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GAMMA Investing LLC
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Retirement Investment Advisors, Inc.
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Total Investment Management Inc
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Gutierrez Wealth Advisory, LLC
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Romano Brothers And Company
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Compagnie Lombard Odier SCmA
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Cozad Asset Management Inc
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PCM Encore, LLC
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Ws Management Lllp
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CVA Family Office, LLC
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Asset One Wealth Management LLC
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Ankerstar Wealth, LLC
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|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate Growth VP Initial
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Dynamic Wealth Strategies, LLC
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Sunbeam Capital Management, LLC
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Stokes Family Office, LLC
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
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Forza Wealth Management, LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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JCIC Asset Management Inc.
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PKO Investment Management Joint-Stock Co
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Harvest Investment Services, LLC
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Independent Family Office, LLC
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Journey Beyond Wealth, LLC
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Cambient Family Office, Llc
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Frazier Financial Advisors, LLC
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Evermay Wealth Management Llc
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Integrity Wealth Solutions LLC
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Marshall Wace, Llp
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All Terrain Financial Advisors, LLC
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Align Financial, LLC
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Migdal Insurance & Financial Holdings Ltd.
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Resurgent Financial Advisors LLC
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First Merchants Corp
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Narus Financial Partners, LLC
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IronBridge Private Wealth, LLC
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Ruggiero Investments, Inc.
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Perennial Advisors, LLC
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LPJRX - BlackRock Funds III - BlackRock LifePath Dynamic 2035 Fund Class R Shares
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Fifth Third Securities, Inc.
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TSG Advice Partners, LLC
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Advisor Group Holdings, Inc.
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Stony Point Wealth Management Inc.
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Deroy & Devereaux Private Investment Counsel Inc
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Xcel Wealth Management, LLC
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Canandaigua National Trust Co of Florida
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Jackson Hole Capital Partners, LLC
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Rakuten Securities, Inc.
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Guidance Point Advisors, LLC
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Oak Barrel Wealth Advisory LLC
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TCFG Investment Advisors, LLC
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ABLE Financial Group, LLC
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Tulsa Wealth Advisors, INC
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Wilmar Advisors LLC
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Integral Investment Advisors, Inc.
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Nbt Bank N A /ny
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First National Advisers, LLC
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Parkside Financial Bank & Trust
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FLC Capital Advisors
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Elyxium Wealth, LLC
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Indiana Trust & Investment Management CO
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Marshall & Sterling Wealth Advisors Inc.
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Clear Harbor Asset Management, LLC
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Oakwell Private Wealth Management, LLC
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Hirtle Callaghan & Co LLC
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SBI Securities Co., Ltd.
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Cfm Wealth Partners Llc
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PFG Investments, LLC
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Beese Fulmer Investment Management, Inc.
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Prudent Man Investment Management, Inc.
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Beaumont Financial Advisors, LLC
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Sprinkle Financial Consultants LLC
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BW Gestao de Investimentos Ltda.
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Granite Harbor Advisors, Inc.
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LRI Investments, LLC
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Argus Investors' Counsel, Inc.
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Avidian Wealth Solutions, LLC
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Private Wealth Advisors, LLC
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Aspen Capital Management, LLC
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SHP Wealth Management
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Moody Lynn & Lieberson, Llc
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Envestnet Asset Management Inc
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D.a. Davidson & Co.
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Flynn Zito Capital Management, Llc
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Cyndeo Wealth Partners, LLC
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Northwest Wealth Management, Llc
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CoreFirst Bank & Trust
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Trust Point Inc.
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Gw Henssler & Associates Ltd
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Grandeur Peak Global Advisors, LLC
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Sachetta, LLC
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Blalock Williams, Llc
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First Interstate Bank
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Trust Co Of Vermont
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Arthur M. Cohen & Associates, Llc
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Chung Wu Investment Group, LLC
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Cardinal Point Capital Management, ULC
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Myecfo, Llc
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New England Professional Planning Group Inc.
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Mw Advisory, Llc
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Cypress Financial Planning Llc
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Invesco Ltd.
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Thrive Wealth Management, LLC
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
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Versant Capital Management, Inc
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Ascension Capital Advisors, Inc.
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Autumn Glory Partners, LLC
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Eagle Harbor Asset Management Inc /adv
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Benjamin Edwards Inc
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Lgl Partners, Llc
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Hallmark Capital Management Inc
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1492 Capital Management LLC
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Napier Financial, LLC
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
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Wiley Bros.-aintree Capital, Llc
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Sage Capital Management, LLC
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CapWealth Advisors, LLC
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Whittier Trust Co Of Nevada Inc
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Rokos Capital Management LLP
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Bnp Paribas Arbitrage, Sa
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BankPlus Trust Department
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Greenfield Savings Bank
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Schusterman Interests, LLC
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Alphadyne Asset Management, LLC
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Pathway Financial Advisors LLC
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SC&H Financial Advisors, Inc.
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Argyle Capital Partners, LLC
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AtlasMark Financial, Inc
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Poehling Capital Management, LLC
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Cresset Asset Management, LLC
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Jump Financial, LLC
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Mandatum Life Insurance Co Ltd
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Sound View Wealth Advisors Group, LLC
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Permanens Capital L.P.
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Cultivar Capital, Inc.
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Jacksonville Wealth Management, LLC
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TMB Capital Partners, LLC
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HB Wealth Management, LLC
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Pnc Financial Services Group, Inc.
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Putnam Fl Investment Management Co
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Great Waters Wealth Management
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Sentinus, LLC
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Arvest Bank Trust Division
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Pacific Financial Group Inc
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Pinnacle Wealth Management Advisory Group, LLC
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Maxele Advisors, LLC
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Quantinno Capital Management LP
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Capstone Wealth Management Group, Llc
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Ironwood Investment Management Llc
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Quarry Hill Advisors, Llc
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Community Bank, N.A.
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Voya Investment Management Llc
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RMR Wealth Builders
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Oarsman Capital, Inc.
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360 Financial, Inc.
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Miramar Capital, LLC
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Narwhal Capital Management
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Fayez Sarofim & Co
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Marquette Asset Management, LLC
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Generations Wealth, LLC
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Lvm Capital Management Ltd/mi
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Fortis Capital Advisors, LLC
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Integrated Investment Consultants, LLC
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Key Client Fiduciary Advisors, LLC
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Arjuna Capital
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Tower Research Capital LLC (TRC)
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Independent Wealth Advisors LLC
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Montag A & Associates Inc
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American Wealth Advisors, LLC
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Central Bank & Trust Co
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Udine Wealth Management, Inc.
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TD Waterhouse Canada Inc.
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Portland Global Advisors LLC
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Interchange Capital Partners, LLC
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RFG Advisory, LLC
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Investors Research Corp
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10Elms LLP
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First Command Advisory Services, Inc.
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Jaffetilchin Investment Partners, LLC
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Clark Asset Management, LLC
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Private Management Group Inc
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Holistic Planning, LLC
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Insight 2811, Inc.
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Red Cedar Investment Management, Llc
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Noble Family Wealth, LLC
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Aqr Capital Management Llc
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West Michigan Advisors, Llc
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Kaydan Wealth Management, Inc.
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Edgemoor Investment Advisors, Inc.
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St. Johns Investment Management Company, LLC
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SJA Financial Advisory, LLC
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WCG Wealth Advisors LLC
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Leo Wealth, LLC
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JHP Wealth Management, LLC
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Old Mission Capital Llc
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Octavia Wealth Advisors, LLC
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Opes Wealth Management LLC
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Dorsey & Whitney Trust CO LLC
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Meridian Wealth Advisors, LLC
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Quattro Financial Advisors Llc
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Childress Capital Advisors, Llc
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Park Avenue Securities Llc
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TPG Financial Advisors, LLC
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Mechanics Bank Trust Department
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Df Dent & Co Inc
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CastleKnight Management LP
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Aft, Forsyth & Company, Inc.
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Continuum Wealth Advisors, Llc
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KFA Private Wealth Group, LLC
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Networth Advisors, LLC
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Summit Financial Strategies, Inc.
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Abound Financial, Llc
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Canvas Wealth Advisors, LLC
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Shufro Rose & Co Llc
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Wealth Care LLC
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Mogy Joel R Investment Counsel Inc
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Adkins Seale Capital Management Llc
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Donaldson Capital Management, Llc
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Galilei Investment Office LLP
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Brasada Capital Management, Lp
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American Trust
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Baron Wealth Management LLC
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Apriem Advisors
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Quadrant Capital Group Llc
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Front Row Advisors LLC
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Retirement Wealth Solutions LLC
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Ballast Advisors Llc
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London & Capital Asset Management Ltd
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Hbk Investments L P
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HHM Wealth Advisors, LLC
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Three Seasons Wealth, LLC
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Blake Schutter Theil Wealth Advisors, LLC
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Stone Point Wealth LLC
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GoalVest Advisory LLC
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Detalus Advisors, LLC
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Matrix Private Capital Group Llc
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Burk Holdings LLC
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American Century Companies Inc
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MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
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Financial Network Wealth Advisors LLC
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Franklin Resources Inc
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Inman Jager Wealth Management, LLC
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Old North State Trust, LLC
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Ironwood Financial, llc
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Strategic Financial Services, Inc,
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Oppenheimer & Co Inc
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Lowe Brockenbrough & Co Inc
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Invst, LLC
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City Holding Co
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Conservative VP Initial
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|
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|
MOPCX - NEW YORK LIFE INVESTMENTS FUNDS TRUST - NYLI WMC Small Companies Fund Class C
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Pettyjohn, Wood & White, Inc
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Kelly Financial Group Llc
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Landing Point Financial Group, LLC
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Becker Capital Management Inc
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Principle Wealth Partners Llc
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Castle Wealth Management Llc
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BCGM Wealth Management, LLC
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Koss-Olinger Consulting, LLC
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Bedminster, LLC
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Smart Portfolios, LLC
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First Horizon Corp
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Jones Financial Companies Lllp
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ELCO Management Co., LLC
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Clean Yield Group
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American Investment Services, Inc.
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Concord Wealth Partners
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Alpha Omega Wealth Management LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Southern Capital Advisors, Llc
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Johnson Investment Counsel Inc
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ZEGA Investments, LLC
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Westwood Holdings Group Inc
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Atlantic Private Wealth, LLC
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Quent Capital, LLC
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Harrington Investments, INC
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Fiduciary Group LLC
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Game Plan Financial Advisors, LLC
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1 North Wealth Services Llc
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Kennedy Investment Group
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Neumann Capital Management, LLC
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Abacus Wealth Partners, LLC
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LFA - Lugano Financial Advisors SA
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Peapack Gladstone Financial Corp
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Pinnacle Bancorp, Inc.
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Waterloo Capital, L.P.
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Buck Wealth Strategies, LLC
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DV Trading LLC
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Marex Group plc
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Argent Advisors, Inc.
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Pure Financial Advisors, Inc.
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Baker Avenue Asset Management, LP
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King Luther Capital Management Corp
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Legal & General Group Plc
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Market Street Wealth Management Advisors Llc
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Forum Private Client Group LLC
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Vance Wealth, Inc.
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Ayalon Holdings Ltd.
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Ananym Capital Management, LP
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Virginia Estate & Retirement Planning Advisors Inc.
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Troluce Capital Advisors LLC
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Trustmark National Bank Trust Department
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Monarch Capital Management Inc/
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Mascoma Wealth Management LLC
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Earnest Partners Llc
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Templeton & Phillips Capital Management, LLC
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Brown Advisory Inc
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Dana Investment Advisors, Inc.
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Savant Capital, LLC
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Thoroughbred Financial Services, Llc
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Kickstand Ventures, Llc.
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Daytona Street Capital LLC
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Kovack Advisors, Inc.
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
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Integrated Advisors Network LLC
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Fagan Associates, Inc.
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First International Bank of Israel Ltd.
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Epiq Partners, Llc
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Kingdon Capital Management, L.l.c.
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Allred Capital Management, LLC
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Arcadia Investment Advisors Llc
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GLOBALT Investments LLC / GA
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City State Bank
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Ursa Fund Management, LLC
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Westshore Wealth, LLC
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Magnus Financial Group LLC
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Legacy Capital Wealth Partners, LLC
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Bank OZK
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Johnson & White Wealth Management, LLC
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Hurley Capital, LLC
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Alamea Verwaltungs GmbH
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Ethos Financial Group, LLC
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Platform Technology Partners
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Mechanics Financial Corp
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Tritonpoint Wealth, Llc
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McDonough Capital Management, Inc
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CV Advisors LLC
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Adviser Investments LLC
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Meridian Wealth Management, LLC
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Clear Wave Wealth Management Llc
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Highline Wealth Partners Llc
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Aureus Asset Management, LLC
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Synergy Financial Management, LLC
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Excelsior Advisor Network LLC
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Cascade Financial Partners, LLC
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Old National Bancorp /in/
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Macquarie Group Ltd
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Kemnay Advisory Services Inc.
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Cora Capital Advisors Llc
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Deutsche Bank Ag\
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Core Wealth Partners LLC
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Cahill Financial Advisors Inc
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Wealthcare Capital Management Llc
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Lowery Thomas, Llc
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Custom Index Systems, Llc
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Lakeshore Capital Group, Inc.
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Garden State Investment Advisory Services LLC
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Avestar Capital, LLC
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Camden Capital, LLC
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Evolve Private Wealth, Llc
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Tilson Financial Group, Inc.
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Pflug Koory, LLC
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Bruce G. Allen Investments, LLC
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Man Group plc
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Creative Capital Management Investments LLC
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AssuredPartners Investment Advisors, LLC
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Toth Financial Advisory Corp
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Millburn Ridgefield Corp
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Independence Wealth Advisors, LLC
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Bank Of America Corp /de/
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AE Wealth Management LLC
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Umb Bank N A/mo
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Pines Wealth Management, LLC
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Roman Butler Fullerton & Co
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Logan Capital Management Inc
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Kanawha Capital Management Llc
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Titleist Asset Management, Llc
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State Of Wisconsin Investment Board
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Intellectus Partners, LLC
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Clearline Capital LP
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Evanson Financial, LLC
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Ashton Thomas Private Wealth, LLC
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SILVER OAK SECURITIES, Inc
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Jain Global LLC
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Rockefeller Capital Management L.P.
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Compass Planning Associates Inc
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Ramirez Asset Management, Inc.
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Vested Financial Planning, LLC
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RiverFront Investment Group, LLC
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QTR Family Wealth, LLC
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Rothschild Capital Partners, LLC
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Crumly & Associates Inc.
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Approach Retirement Advisors, LLC
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URS Advisory LLC
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Rf&l Wealth Management, Llc
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Brian Low Financial Group, Llc
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Summit Wealth & Retirement Planning, Inc.
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Ironwood Investment Counsel, LLC
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Family Management Corp
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Adapt Wealth Advisors, Llc
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Kcm Investment Advisors Llc
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Naples Global Advisors, Llc
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Guyasuta Investment Advisors Inc
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Atlantic Trust, LLC
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Metropolitan Life Insurance Co/ny
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Ieq Capital, Llc
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Lee Johnson Capital Management, Llc
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Advantage Trust Co
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Alley Investment Management Company, LLC
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Farmers National Bank
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Jessup Wealth Management, Inc
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Fulton Bank, N.a.
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Chicago Partners Investment Group LLC
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Fortress Wealth Group, LLC
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Winthrop Advisory Group LLC
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Mayfair Advisory Group, LLC
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Phillips Financial Management, Llc
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Boothbay Fund Management, Llc
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KC Investment Advisors, LLC
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Militia Capital Partners, LP
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Whitebox Advisors Llc
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Hartford Financial Management Inc.
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Union Square Park Capital Management, LLC
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Live Oak Private Wealth LLC
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First Pacific Financial
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Ameriprise Financial Inc
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Osbon Capital Management Llc
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Cary Street Partner Investment Advisory Llc
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DGIBX - DGI Investment Trust - DGI Balanced Fund Class P
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Gordian Advisors LLC
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TruNorth Capital Management, LLC
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Ames National Corp
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Schnieders Capital Management, Llc.
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Wedgewood Investors Inc /pa/
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Birmingham Capital Management Co Inc/al
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Aristides Capital LLC
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Arkadios Wealth Advisors
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LCM Capital Management Inc
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Accel Wealth Management
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Covalent Partners LLC
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Morling Financial Advisors, LLC
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Independence Bank of Kentucky
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Ccg Wealth Management, Llc
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Alesco Advisors Llc
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YANKCOM Partnership
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Little House Capital Llc
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DiMeo Schneider & Associates, L.L.C.
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Raymond James Financial Inc
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Tenet Wealth Partners, Llc
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Lodestar Private Asset Management Llc
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Wealthstar Advisors, Llc
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Kiley Juergens Wealth Management, Llc
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Green Square Capital Advisors Llc
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Zacks Investment Management
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Oak Harbor Wealth Partners, Llc
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Intrepid Financial Planning Group LLC
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Capital Asset Advisory Services LLC
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South Plains Financial, Inc.
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DGS Capital Management, LLC
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Rollins Financial Advisors, LLC
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Main Street Financial Solutions, LLC
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a16z Perennial Management, L.P.
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Moment Partners, LLC
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BDGS - EA Series Trust - Bridges Capital Tactical ETF
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Massmutual Trust Co Fsb/adv
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Gerber Kawasaki Wealth & Investment Management
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Collaborative Wealth Managment Inc.
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Fairview Capital Investment Management, Llc
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OpenArc Corporate Advisory, LLC
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Grant Street Asset Management, Inc.
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Shelton Capital Management
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BlackRock, Inc.
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Kingswood Wealth Advisors, Llc
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Fortress Private Ledger, Llc
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Chilton Investment Co Llc
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Evergreen Capital Management Llc
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Mitchell Mcleod Pugh & Williams Inc
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Brigade Capital Management, Lp
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River Wealth Advisors LLC
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Raab & Moskowitz Asset Management LLC
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Avantax Planning Partners, Inc.
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River Street Advisors LLC
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Dearborn Partners Llc
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Weaver Consulting Group
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Salus Financial Advisors, LLC
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Coastline Trust Co
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Valeo Financial Advisors, LLC
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Great Valley Advisor Group, Inc.
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Two Sigma Securities, Llc
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Angeles Investment Advisors, LLC
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Gardner Lewis Asset Management L P
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AdvisorNet Financial, Inc
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Inspire Advisors, LLC
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Highview Capital Management LLC/DE/
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VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
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|
Huntington National Bank
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Community Bank of Raymore
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Bienville Capital Management, LLC
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Yukon Wealth Management, Inc.
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First Community Trust Na
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Prime Buchholz LLC
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Harbour Investments, Inc.
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Bartlett & Co. Wealth Management Llc
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Harvey Partners, LLC
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|
Sollinda Capital Management LLC
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Leslie Global Wealth, LLC
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Activest Wealth Management
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Foster Group, Inc.
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BlueSky Wealth Advisors, LLC
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ExodusPoint Capital Management, LP
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15 Wealth Advisors LLC
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Addenda Capital Inc.
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M1 Capital Management LLC
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Wells Fargo & Company/mn
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Folger Nolan Fleming Douglas Capital Management, Inc
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Coordinated Financial Services, Inc.
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Mesirow Financial Investment Management, Inc.
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Verus Capital Partners, Llc
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Credit Agricole S A
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Platt Investment Counsel, LLC
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Elite Financial, Inc.
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Boston Private Wealth Llc
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Ofc Financial Planning, Llc
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Primoris Wealth Advisors, Llc
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|
Lodestone Wealth Management LLC
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|
Usa Financial Formulas
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|
|
ETFCX - North Square Investments Trust - North Square Tactical Growth Fund Class C
|
|
|
|
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|
Destination Wealth Management
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|
Accelerate Investment Advisors LLC
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|
M. Kulyk & Associates, LLC
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Rockingstone Advisors LLC
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Ables, Iannone, Moore & Associates, Inc.
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TCTC Holdings, LLC
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Cooper/haims Advisors, Llc
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Provident Wealth Management, LLC
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|
Hayek Kallen Investment Management
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|
Innova Wealth Partners
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|
WMKTX - WESMARK FUNDS - WesMark Tactical Opportunity Fund
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|
Farther Finance Advisors, LLC
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Powell Investment Advisors, LLC
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IMA Wealth, Inc.
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DBK Financial Counsel, LLC
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RiverGlades Family Offices LLC
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Founders Grove Wealth Partners, Llc
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Financial Management Network Inc
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Foster Dykema Cabot & Partners, Llc
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Goldstein Advisors, LLC
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Scoggin Management Lp
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OFS Enterprise LLC
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Panoramic Investment Advisors, Llc
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Woodard & Co Asset Management Group Inc /adv
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Qrg Capital Management, Inc.
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|
Moulton Wealth Management, Inc
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Nilsine Partners, LLC
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Modern Wealth Management, LLC
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Purpose Unlimited Inc.
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|
Sage Capital Advisors,llc
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Summit Wealth Partners, LLC
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|
Kelman-Lazarov, Inc.
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|
Mackenzie Financial Corp
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Philadelphia Investment Partners, LLC
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|
McGuire Investment Group, LLC
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Virtue Asset Management Llc
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Cannon Capital Management, Inc.
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|
Accredited Investors Inc.
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JBR Co Financial Management Inc
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Frederick Financial Consultants, LLC
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Davidson Kempner Capital Management Lp
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Liberty Capital Management, Inc.
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Washington Trust Advisors, Inc.
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Moneta Group Investment Advisors Llc
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Collar Capital Management, LLC
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|
Hillsdale Investment Management Inc.
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|
Allied Investment Advisors, LLC
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|
Stonehage Fleming Financial Services Holdings Ltd
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|
United Community Bank
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|
Atlas Capital Advisors Llc
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|
Daymark Wealth Partners, Llc
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|
Diligent Investors, LLC
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Meramec Financial Planners, LLC
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Tribridge Partners Financial LLC
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Opus Capital Group, LLC
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Westside Investment Management, Inc.
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NWK Group, Inc.
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Trust Co Of Toledo Na /oh/
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Rossby Financial, LCC
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Access Financial Services, Inc.
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Harbor Investment Advisory, Llc
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JB Capital LLC
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|
Cornerstone Advisory, LLC
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|
Ledyard National Bank
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Cape Cod Five Cents Savings Bank
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Tobias Financial Advisors, Inc.
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|
Russell Investments Group, Ltd.
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Acropolis Investment Management, LLC
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|
Elliott Investment Management L.P.
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|
Bennett Selby Investments Lp
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|
Unique Wealth, Llc
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|
Carrera Capital Advisors
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|
Caliber Wealth Management, LLC / KS
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|
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|
Canada Pension Plan Investment Board
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|
Washington Growth Strategies Llc
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|
StoneX Group Inc.
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|
Ewing Morris & Co. Investment Partners Ltd.
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|
Buckingham Strategic Partners
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|
Bragg Financial Advisors, Inc
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|
Wealthfront Advisers Llc
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|
|
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|
Glassman Wealth Services
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|
|
|
West Bancorporation Inc
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|
|
|
|
|
NOEQ - Northern Funds - Northern Trust Us Equity Etf
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|
|
|
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|
Fmr Llc
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|
Axis Wealth Partners, LLC
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|
Advisors Preferred, LLC
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|
Wilkerson Advisory Group LLC
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|
Winch Advisory Services, LLC
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|
Ironsides Asset Advisors, LLC
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Baron Financial Group, LLC
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Redhawk Wealth Advisors, Inc.
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Pacific Excel Wealth Advisors, Inc.
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Lynch & Associates/in
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Compass Financial Management Llc
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|
Valiant Capital Management, L.P.
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|
Smith & Howard Wealth Management, LLC
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|
Neumeier Poma Investment Counsel Llc
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|
Obermeyer Wood Investment Counsel, Lllp
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|
Hollencrest Capital Management
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|
Financial Perspectives, Inc
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Diversify Wealth Management, Llc
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Mount Capital Ltd
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Glenview Capital Management, Llc
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Northwest Bancshares, Inc.
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Simplicity Wealth,LLC
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Abacus Planning Group, Inc.
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O'Brien Greene & Co. Inc
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BRYN MAWR TRUST Co
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Brown, Lisle/cummings, Inc.
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Aspect Partners, LLC
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Partners Capital Investment Group, Llp
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Murphy & Mullick Capital Management Corp
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Decker Retirement Planning Inc.
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Kavar Capital Partners Group, Llc
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Milestone Asset Management, Llc
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Umpqua Bank
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SCAP - Series Portfolios Trust - InfraCap Small Cap Income ETF
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United Asset Strategies, Inc.
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CSM Advisors, LLC
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Shoker Investment Counsel, Inc.
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Pursuit Wealth Strategies, Llc
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RMB Capital Management, LLC
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SRS Capital Advisors, Inc.
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Lunt Capital Management, Inc.
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Goldman Sachs Group Inc
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Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F
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Allied Private Wealth LLC
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Tassel Capital Management, Inc.
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PDS Planning, Inc
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RB Capital Management, LLC
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Lord, Abbett & Co. Llc
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Stonebridge Capital Advisors LLC
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Builder Investment Group Inc /adv
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Cambridge Associates Llc /ma/ /adv
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First United Bank Trust/
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JMN Financial LLC
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Riggs Asset Managment Co. Inc.
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Compass Financial Group, Inc. (Ohio)
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North Capital, Inc.
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Main Management LLC
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IFG Advisory, LLC
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West Financial Advisors, LLC
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Barings Llc
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GFS Advisors, LLC
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MWA Asset Management
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Thompson Siegel & Walmsley Llc
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Visionary Wealth Advisors
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Savvy Advisors, Inc.
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Breakthru Advisory Services, Llc
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Cypress Wealth Services, LLC
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Essex Financial Services, Inc.
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Advanced Series Trust - Ast Small-cap Growth Portfolio
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Canal Capital Management, LLC
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Woodline Partners LP
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Breachway Investments LLC
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Bailard, Inc.
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Confluence Wealth Services, Inc.
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71 West Capital Partners
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Botty Investors LLC
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G2 Capital Management, Llc / Oh
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Centerpoint Advisory Group
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Waldron Private Wealth LLC
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Rydar Equities, Inc.
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Richardson Capital Management LLC
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Truist Financial Corp
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Dymon Asia Capital (singapore) Pte. Ltd.
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Rafferty Asset Management, LLC
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Bradley & Co. Private Wealth Management, LLC
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KLCM Advisors, Inc.
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Delaware Management Holdings, Inc.
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Keel Point, LLC
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Alpha Capital Advisors Inc /adv
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International Assets Investment Management, Llc
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Huntleigh Advisors, Inc.
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Blankinship & Foster, LLC
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Capitol Family Office, Inc.
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Mission Wealth Management, Lp
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Summit Wealth Group, LLC
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Staley Capital Advisers Inc
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Moseley Investment Management Inc
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Lutz Financial Services LLC
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Tudor Investment Corp Et Al
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Potomac Capital Management, Inc.
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Converium Capital Inc.
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Twin Tree Management, LP
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XTX Topco Ltd
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Stelac Advisory Services LLC
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Glenview Trust Co
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Duquesne Family Office LLC
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Rogco, Lp
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J. Goldman & Co LP
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Junto Capital Management LP
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Ticino Wealth
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Empirical Asset Management, LLC
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Purkiss Capital Advisors LLC
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IAM Advisory, LLC
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Cordant, Inc.
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Vista Capital Partners, Inc.
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Transamerica Financial Advisors, Inc.
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Csenge Advisory Group
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Joel Isaacson & Co., LLC
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Ackerman Asset Management, LLC
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Fonville Wealth Management LLC
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Rainier Family Wealth Inc
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Smartleaf Asset Management LLC
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Plum Street Advisors, LLC
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TCP Asset Management, LLC
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State Board Of Administration Of Florida Retirement System
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MidAtlantic Capital Management, Inc.
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Bay Capital Advisors, LLC
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Gradient Investments LLC
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Hanlon Investment Management, Inc.
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|
First Washington CORP
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Trillium Asset Management, Llc
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|
Sonata Capital Group Inc
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BankChampaign, National Association
|
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GEM Asset Management, LLC
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Fortem Financial Group, Llc
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Pinney & Scofield, Inc.
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Institute for Wealth Management, LLC.
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Thrivent Financial For Lutherans
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Sigma Investment Counselors Inc
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Tidemark, LLC
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Stolz & Associates, Ps
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Intrua Financial, LLC
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Evolution Wealth Advisors, LLC
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Dagco, Inc.
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Richard W. Paul & Associates, LLC
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Grant Private Wealth Management Inc
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One Charles Private Wealth Services, LLC
|
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|
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Fca Corp /tx
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Dakota Wealth Management
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|
Birchbrook, Inc.
|
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|
Manchester Capital Management LLC
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Burkett Financial Services, Llc
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Summit Global Investments
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Evergreen Wealth Solutions, LLC
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Chevy Chase Trust Holdings, Inc.
|
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|
Menora Mivtachim Holdings Ltd.
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Brookstone Capital Management
|
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|
Apollon Financial, LLC
|
|
|
|
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|
EFG International AG
|
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|
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|
Landmark Wealth Management, LLC
|
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|
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|
|
Roundview Capital LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
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|
|
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|
Atlantic Union Bankshares Corp
|
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|
Blueshift Asset Management, LLC
|
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|
Wescott Financial Advisory Group, LLC
|
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|
Verition Fund Management LLC
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial
|
|
|
|
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|
Jefferies Financial Group Inc.
|
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|
Core Capital Management & Research, inc.
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Caerus Investment Advisors, LLC
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Second Half Financial Partners, LLC
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Central Valley Advisors, Llc
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Capital Advisors, Ltd. LLC
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Archford Capital Strategies, LLC
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|
Keating Financial Advisory Services, Inc.
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|
Montgomery Financial Services LLC
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|
Choate Investment Advisors
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|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 2x Strategy Fund Variable Annuity
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|
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|
Cerity Partners LLC
|
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|
Gilbert & Cook, Inc.
|
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|
Townsend Asset Management Corp /nc/ /adv
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|
Legacy Advisors, LLC
|
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|
Conning Inc.
|
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|
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|
Reicon Wealth Advisors, Llc
|
|
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|
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|
Citizens Business Bank
|
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|
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|
Brown Miller Wealth Management, LLC
|
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|
Aegis Wealth Management, Inc.
|
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|
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|
Cardinal Strategic Wealth Guidance
|
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|
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|
Round Rock Advisors, LLC
|
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|
|
|
Real Talk Capital, LLC
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
|
|
|
Sanchez Gaunt Capital Management, LLC
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
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|
CNB Bank
|
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Aprio Wealth Management, LLC
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|
Asset Advisory Group, Inc.
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Onyx Bridge Wealth Group LLC
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BlackDiamond Wealth Management Inc.
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|
Northstar Asset Management Llc
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Optiver Holding B.V.
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|
NWF Advisory Services Inc.
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Private Wealth Management Group, LLC
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Quest 10 Wealth Builders, Inc.
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Vista Private Wealth Partners. LLC
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Providence Capital Advisors, LLC
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Fiera Capital Corp
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Tfo-tdc, Llc
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Focus Financial Network, Inc.
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Howe & Rusling Inc
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TCI Wealth Advisors, Inc.
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|
Mayflower Financial Advisors, LLC
|
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Archer Investment Corp
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|
Waters Parkerson & Co., Llc
|
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|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Premier Private Wealth Management LLC
|
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|
|
|
|
Gladstone Institutional Advisory LLC
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|
Country Trust Bank
|
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|
Baltimore-Washington Financial Advisors, Inc.
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Smithfield Trust Co
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Voisard Asset Management Group, Inc.
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|
Kelsey Financial, LLC
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IAG Wealth Partners, LLC
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|
|
Magnolia Capital Advisors Llc
|
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|
|
|
One William Street Capital Management, L.p.
|
|
|
|
|
|
ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Hickory Point Bank & Trust
|
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|
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|
Blackston Financial Advisory Group, LLC
|
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|
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|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Bayban
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
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|
Rockbridge Investment Management, LCC
|
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|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Krane Financial Solutions LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
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|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
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|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
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|
|
|
|
Advisortrust Partners, Llc
|
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|
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|
Evelyn Partners Asset Management Ltd
|
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|
Mathes Company, Inc.
|
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|
|
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|
Van Cleef Asset Management,Inc
|
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|
Accent Capital Management, LLC
|
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|
Boston Trust Walden Corp
|
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|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Wolfstich Capital, LLC
|
|
|
|
|
|
SIMA Wealth Partners, LLC
|
|
|
|
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|
Greenberg Financial Group
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|
Ti-trust, Inc
|
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|
Baird Financial Group, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Polaris Financial Partners
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
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|
|
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|
Ascent Group, LLC
|
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|
|
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|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Kintayl Capital LP
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Chesapeake Asset Management Llc
|
|
|
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|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Index Technologies Group LLC
|
|
|
|
|
|
Dwr Wealth Management, Llc
|
|
|
|
|
|
Guided Capital Wealth Management, LLC
|
|
|
|
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|
LCW Services, LLC
|
|
|
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|
Parkside Investments, LLC
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|
Boston Research & Management Inc
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|
Center for Financial Planning, Inc.
|
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|
Legacy Bridge, LLC
|
|
|
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|
Peoples Bank/KS
|
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|
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|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Acumen Wealth Advisors, LLC
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
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|
Great Lakes Advisors, Llc
|
|
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|
1st Source Bank
|
|
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|
UMA Financial Services, Inc.
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
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|
Moller Financial Services
|
|
|
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|
|
Lido Advisors, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Two Seas Capital LP
|
|
|
|
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|
Proficio Capital Partners LLC
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|
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|
German American Bancorp, Inc.
|
|
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|
Sar Wealth Management Group, Llc
|
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|
CacheTech Inc.
|
|
|
|
|
|
Waystone Advisors Llc
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Bank Of Hawaii
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Gables Capital Management Inc.
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Roxbury Financial LLC
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Banco Bilbao Vizcaya Argentaria, S.a.
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Heritage Family Offices, LLP
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Zrc Wealth Management, Llc
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WJ Financial Advisors LLC
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CenterStar Asset Management, LLC
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DSG Capital Advisors, LLC
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Welch Group, LLC
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Spire Wealth Management
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Pvg Asset Management Corp
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Fulton Breakefield Broenniman Llc
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St Germain D J Co Inc
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Sage Financial Group Inc
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Genesis Financial Group, LLC
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Pension & Wealth Management Advisors, Inc.
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Guardian Wealth Advisors, LLC
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University of Illinois Foundation
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Sierra Capital LLC
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Retirement Solution Inc.
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Glen Eagle Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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Stock Yards Bank & Trust Co
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Farmers & Merchants Trust Co of Long Beach
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Genesee Capital Advisors, LLC
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one8zero8, LLC
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Melfa Wealth Management, Llc
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BXM Wealth LLC
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Cetera Investment Advisers
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Gainplan LLC
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Robbins Farley Llc
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Culbertson A N & Co Inc
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Colter Lewis Investment Partners LLC
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HFG Advisors, Inc.
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Savior LLC
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Sei Investments Co
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Harbour Capital Advisors, LLC
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Unified Investment Management
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Lee Danner & Bass Inc
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Lazard Asset Management Llc
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Affinity Capital Advisors, LLC
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Montgomery Investment Management Inc
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Advus Financial Partners, LLC
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Harris Associates L P
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Sara-Bay Financial
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Auour Investments LLC
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Financial Connections Group, Inc.
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Foster & Motley Inc
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Independent Solutions Wealth Management, LLC
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Millennium Management Llc
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Nicollet Investment Management, Inc.
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Basso Capital Management, L.p.
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SwitchPoint Financial Planning, LLC
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Northern Financial Advisors Inc
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Blue Sky Capital Consultants Group, Inc.
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Meeder Advisory Services, Inc.
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Reynders McVeigh Capital Management, LLC
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Balentine LLC
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Rice Partnership, LLC
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Audent Global Asset Management, LLC
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Certified Advisory Corp
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ORG Wealth Partners, LLC
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JustInvest LLC
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Gen-Wealth Partners Inc
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Armistice Capital, Llc
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Fidelis Capital Partners, LLC
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Gallacher Capital Management LLC
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Viewpoint Capital Management LLC
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Torrey Growth & Income Advisors
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
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Raleigh Capital Management Inc.
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Enclave Advisors LLC
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Stoic Point Capital Management LLC
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BKD Wealth Advisors, LLC
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Fluent Financial, LLC
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WealthCollab, LLC
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Nichols & Pratt Advisers Llp /ma
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NBZ Investment Advisors LLC
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Heritage Wealth Architects, Inc.
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Calamos Strategic Total Return Fund
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Point72 Asset Management, L.P.
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Mirabella Financial Services Llp
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Shelton Wealth Management, Llc
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Spinnaker Trust
|
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Samara Investment Management, LLC
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|
Bangor Savings Bank
|
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|
Td Private Client Wealth Llc
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|
Templeton Global Income Fund
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Moore Capital Management, Lp
|
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Venturi Wealth Management, LLC
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Perissos Private Wealth Management, LLC
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Asio Capital, LLC
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RKL Wealth Management LLC
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Berkshire Money Management, Inc.
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Embree Financial Group
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Conservest Capital Advisors, Inc.
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Mercer Global Advisors Inc /adv
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Atticus Wealth Management, Llc
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Icapital Wealth Llc
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Pitcairn Wealth Advisors LLC
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Advisory Solutions Group, LLC
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Emerald Investment Partners, Llc
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Stephenson & Company, Inc.
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|
Elk River Wealth Management, LLC
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Fifth Third Wealth Advisors LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F
|
|
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|
Allspring Global Investments Holdings, LLC
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|
Zhang Financial LLC
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|
Capital Investment Advisors, LLC
|
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|
Ducere Wealth Management LLC
|
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|
|
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|
SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
|
|
|
|
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|
Hrt Financial Lp
|
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|
Kestra Investment Management, LLC
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Tounjian Advisory Partners, Llc
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Investment Research & Advisory Group, Inc.
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|
Fisher Asset Management, LLC
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JDM Financial Group LLC
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|
Bfsg, Llc
|
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|
Seven Mile Advisory
|
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|
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|
Regions Financial Corp
|
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|
Crusonia Wealth Advisors LLC
|
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|
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|
Allworth Financial LP
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
Natixis Advisors, L.p.
|
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|
Gambit Capital Management, LLC
|
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|
Fairman Group, LLC
|
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|
Horizon Investments, LLC
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|
Herbst Group, Llc
|
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|
Nuveen, LLC
|
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|
Sherman Wealth Management LLC
|
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|
AIGH Capital Management LLC
|
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|
|
Elm Partners Management LLC
|
|
|
|
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|
Gateway Investment Advisers Llc
|
|
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|
|
|
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
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|
|
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|
Ares Financial Consulting, LLC
|
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|
SJS Investment Consulting Inc.
|
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|
Banque Cantonale Vaudoise
|
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|
Flow Traders U.s. Llc
|
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|
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|
Wealth Watch Advisors, INC
|
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|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica QS Investors Active Asset Allocation - Moderate VP Initial
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
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|
Howard Wealth Management, Llc
|
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|
Alpha Advisors, LLC/VA
|
|
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|
Nordwand Advisors, LLC
|
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|
Marathon Strategic Advisors, LLC
|
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|
Money Concepts Capital Corp
|
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|
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|
Cm Wealth Advisors Llc
|
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|
Parallel Advisors, LLC
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True Link Financial Advisors, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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|
Sawyer & Company, Inc
|
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|
Mosaic Financial Group, Llc
|
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|
|
|
Uptown Financial Advisors LLC
|
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|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Vann Equity Management LLC
|
|
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|
|
|
Northeast Planning Associates, Inc. / Nh /
|
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|
Annex Advisory Services, LLC
|
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|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Mattern Wealth Management LLC
|
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|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
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|
|
|
First Financial Corp /in/
|
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|
|
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|
Polaris Investment Advisors, LLC
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|
Beacon Pointe Advisors, LLC
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|
Capstone Financial Advisors, Inc.
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|
Mission Creek Capital Partners, Inc.
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|
Patton Fund Management, Inc.
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|
Lauterbach Financial Advisors, LLC
|
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|
SYM FINANCIAL Corp
|
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|
|
|
BlueCrest Capital Management Ltd
|
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|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Blueline Advisors Llc
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|
Northeast Investment Management
|
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|
Daybright Advisory Services, Inc.
|
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|
Edmond De Rothschild Holding S.a.
|
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|
Pacific Center for Financial Services
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|
|
|
Innovative Asset Advisors Group, LLC
|
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|
|
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|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Lexington Hill Partners, LLC
|
|
|
|
|
|
Strategic Investment Management, Llc
|
|
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|
|
|
Klingenstein Fields & Co Lp
|
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|
|
|
|
Vigil Wealth Management, LLC
|
|
|
|
|
|
Vima Llc
|
|
|
|
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|
Buffalo Business & Estate Services Ltd
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
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|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Markowski Investments
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
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|
|
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|
Rare Wolf Capital LLC
|
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|
Total Clarity Wealth Management, Inc.
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|
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|
Bollard Group LLC
|
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|
Natural Investments, Llc
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|
|
Clayton Financial Group LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
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|
Stronghold Wealth Management L.L.C.
|
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|
|
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|
Caitlin John, LLC
|
|
|
|
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|
Journey Advisory Group, LLC
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|
Blair William & Co/il
|
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|
Runnymede Capital Advisors, Inc.
|
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|
|
West Chester Capital Advisors, Inc
|
|
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|
Sentry LLC
|
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|
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|
Quest Investment Management Llc
|
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|
|
Presidio Capital Management, LLC
|
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|
|
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|
Ring Mountain Capital, LLC
|
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|
Consultiva Wealth Management, Corp.
|
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|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Paladin Partners, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
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|
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|
Mason & Associates, LLC
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|
Mirae Asset Securities (usa) Inc.
|
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|
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|
Praetorian Wealth Management, Inc.
|
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|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Broadwood Capital Inc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
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|
Cape Investment Advisory, Inc.
|
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|
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|
Annandale Capital, LLC
|
|
|
|
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|
Michael J. Porro & Co. Financial Advisors, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
ORIGX - North Square Investments Trust - NORTH SQUARE OAK RIDGE SMALL CAP GROWTH FUND CLASS A
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Krm Wealth Management L.l.c.
|
|
|
|
|
|
Philadelphia Financial Management of San Francisco, LLC
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Diversified Management Inc
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Team Hewins, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Redwood Family Wealth LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Decision Investments, Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Torrey-Payne Wealth Management, LLC
|
|
|
|
|
|
Frankly Finances, LLC
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
FSCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Small Cap Fund Class A
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
WSGE - EA Series Trust - Warren Street Global Equity ETF
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
|
|
|
|
|
|
Walsh & Associates, LLC
|
|
|
|
|
|
GPAAX - Northern Lights Fund Trust - Grant Park Multi Alternative Strategies Fund Class A
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Mlp3, Llc
|
|
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|
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Gryphon Financial Partners LLC
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Heritage Oak Wealth Advisors Llc
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AlTi Global, Inc.
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Kohmann Bosshard Financial Services, LLC
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Readystate Asset Management Lp
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KWB Wealth
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Register Financial Advisors LLC
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Petros Family Wealth, LLC
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Sjbenen Advisory, Llc
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Canopy Partners, LLC
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Kennebec Savings Bank
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Manning & Napier Advisors Llc
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Peregrine Asset Advisers, Inc.
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Mittelman Wealth Management
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ROSS\JOHNSON & Associates LLC
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Ameritas Advisory Services, LLC
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Fiduciary Trust Co
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McKinley Carter Wealth Services, Inc.
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Symphony Financial, Ltd. Co.
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Sterling Investment Counsel, LLC
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Burford Brothers, Inc.
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Lsp Investment Advisors, Llc
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Francis Financial, Inc.
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Analyst IMS Investment Management Services Ltd.
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Wealth Dimensions Group, Ltd.
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Papp L Roy & Associates
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Sentinel Wealth Management, Inc.
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Founders Financial Securities Llc
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Fifth Third Bancorp
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Forum Finance Group S.A.
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Catalytic Wealth RIA, LLC
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Matisse Capital
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Greykasell Wealth Strategies, Inc.
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Stage Harbor Financial, Llc
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Spahn Wealth & Retirement LLC
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Calton & Associates, Inc.
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High Note Wealth, LLC
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WPG Advisers, LLC
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ITDH - iSHARES TRUST - iShares LifePath Target Date 2060 ETF
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Optivise Advisory Services LLC
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Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
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William Howard & Co Financial Advisors Inc
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Stone House Investment Management, LLC
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New England Private Wealth Advisors LLC
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Synergy Investment Management, LLC
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STAR Financial Bank
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Lakeshore Financial Planning, Inc.
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Simplex Trading, Llc
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Laurel Oak Wealth Management, Llc
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Schneider Downs Wealth Management Advisors, LP
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Successful Portfolios LLC
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Jag Capital Management, Llc
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Kestra Private Wealth Services, Llc
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Ntv Asset Management Llc
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial
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Granite Bay Wealth Management, LLC
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Security Benefit Life Insurance Co /ks/
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D.B. Root & Company, LLC
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Wellington-altus Usa Inc.
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Oakworth Capital, Inc.
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Wesbanco Bank Inc
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Northern Trust Corp
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GLR Partners, LLC
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Rise Advisors, LLC
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Hamilton Point Investment Advisors, LLC
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Woodside Wealth Management LLC
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Atlas Brown,Inc.
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Orin Green Financial, LLC
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Grantvest Financial Group LLC
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Integrated Capital Management, LLC
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Canada Post Corp Registered Pension Plan
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Acadian Asset Management Llc
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Geneva Partners, LLC
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Oceanic Investment Management LTD
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Meridian Wealth Partners, LLC
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AVTM - AMERICAN CENTURY ETF TRUST - Avantis Total Equity Markets ETF
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LPL Financial LLC
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New Perspectives, Inc
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Berkshire Asset Management Llc/pa
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Plan Group Financial, LLC
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Fountainhead AM, LLC
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Legacy Advisory Services, LLC
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Clientfirst Wealth Management, LLC
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Gerber, Llc
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Beaton Management Co. Inc.
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Guggenheim Strategic Opportunities Fund
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Nepc Llc
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Bridges Investment Management Inc
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Mountain Hill Investment Partners Corp.
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Corsicana & Co.
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Arvin Capital Management LP
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Sanibel Captiva Trust Company, Inc.
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Riverview Trust Co
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Axiom Investment Management LLC
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Clearbridge Investments, LLC
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MJT & Associates Financial Advisory Group, Inc.
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ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
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TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial
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Morton Brown Family Wealth, LLC
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Garrett Wealth Advisory Group, LLC
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NCM Capital Management, LLC
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Foundation Wealth Management, LLC\PA
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LPRAX - BlackRock Funds III - BlackRock LifePath Dynamic Retirement Fund Investor A Shares
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Kachkovsky & Fisher, Inc.
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McIlrath & Eck, LLC
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S.A. Mason LLC
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Kaizen Financial Strategies
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Congress Asset Management Co /ma
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Global Assets Advisory, LLC
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Cullen/frost Bankers, Inc.
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Apollo Management Holdings, L.P.
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Lifestyle Asset Management, Inc.
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Avalon Trust Co
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Ndwm Llc
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Private Trust Co Na
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Colony Group, LLC
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Nwam Llc
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Colonial Trust Co / SC
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Camarda Financial Advisors, LLC
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Gainline Financial Partners, Llc
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White Pine Capital Llc
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Sage Mountain Advisors LLC
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National Asset Management, Inc.
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West Branch Capital LLC
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Canandaigua National Bank & Trust Co
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Bond & Devick Financial Network, Inc.
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Urban Financial Advisory Corp
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Wellington Shields & Co., LLC
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Wsfs Capital Management, Llc
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Clark Capital Management Group, Inc.
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Agate Pass Investment Management, LLC
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Hsbc Holdings Plc
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Evercore Wealth Management, LLC
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HighMark Wealth Management LLC
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Sycale Advisors (NY) LLC
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Breakwater Investment Management
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Isthmus Partners, Llc
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Ping Capital Management, Inc.
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Jacobi Capital Management LLC
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Connecticut Wealth Management, LLC
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LPVAX - BlackRock Funds III - BlackRock LifePath Dynamic 2055 Fund Investor A Shares
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Captrust Financial Advisors
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IF Advisors, LLC
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Community Financial Services Group, LLC
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Advisors Management Group Inc /adv
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Evolution Wealth Management Inc.
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Benchmark Financial Wealth Advisors, LLC
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Armstrong Advisory Group, Inc
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Credit Industriel Et Commercial
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ARS Wealth Advisors Group, LLC
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Stg Securities, Llc
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Somerset Trust Co
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ITDG - iSHARES TRUST - iShares LifePath Target Date 2055 ETF
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Schuylkill Financial LLC
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Albion Financial Group /ut
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Independent Wealth Network Inc.
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Persium Advisors, LLC
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Aventura Private Wealth, LLC
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Wakefield Asset Management LLLP
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Biltmore Family Office, LLC
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Measured Wealth Private Client Group, LLC
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Essex Savings Bank
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Cambridge Investment Research Advisors, Inc.
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Elmwood Wealth Management, Inc.
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Amtrust Financial Services, Inc.
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Stanich Group LLC
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Bnc Wealth Management, Llc
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BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
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Ulland Investment Advisors, LLC
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Green Harvest Asset Management LLC
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Western Wealth Management, LLC
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Permanent Capital Management, LP
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DKM Wealth Management, Inc.
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St. Clair Advisors, LLC
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Apella Capital, LLC
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Pinnacle Associates Ltd
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Monticello Wealth Management, Llc
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Heritage Trust Co
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Richardson Financial Services Inc.
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Vista Finance, Llc
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Eagle Wealth Strategies Llc
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William John Sempolinski
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Integris Wealth Management, LLC
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Bravera Wealth
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Vista Investment Management
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Harel Insurance Investments & Financial Services Ltd.
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Peachtree Investment Partners, LLC
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IVCSX - Voya VARIABLE PORTFOLIOS INC - Voya Small Company Portfolio Class I
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Mill Capital Management, LLC
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Legacy Wealth Managment, LLC/ID
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Lpwm Llc
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Nelson Capital Management, LLC
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Townsquare Capital Llc
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Flagstone Financial Management
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Loudon Investment Management, LLC
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Sovran Advisors, LLC
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Brooklyn FI, LLC
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Delta Accumulation, LLC
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Tandem Capital Management Corp /adv
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Silvercrest Asset Management Group Llc
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Cornerstone National Bank & Trust Co
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Pine Ridge Advisers LLC
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Advisor Resource Council
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First Financial Bank - Trust Division
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Ameriflex Group, Inc.
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Centennial Bank/AR/
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Loomis Sayles & Co L P
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Vickerman Investment Advisors, Inc.
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Carter Financial Group, INC.
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Cheviot Value Management, LLC
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Lincoln Capital LLC
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Perfromance Wealth Partners, LLC
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Horizon Wealth Management, LLC
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Newman Dignan & Sheerar, Inc.
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Strengthening Families & Communities, LLC
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Barclays Plc
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First Financial Bankshares Inc
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Global Retirement Partners, LLC
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Prospera Financial Services Inc
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Cortland Associates Inc/mo
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Chartist Inc /ca/
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True North Advisors, LLC
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Anchor Capital Advisors Llc
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Infrastructure Capital Advisors, Llc
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Resources Management Corp /ct/ /adv
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Capital Investment Advisory Services, LLC
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Kings Path Partners LLC
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CrossGen Wealth, LLC
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First Hawaiian Bank
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Black Diamond Financial, LLC
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Summit Place Financial Advisors, LLC
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Taylor, Cottrill, Erickson & Associates, Inc.
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Parsons Capital Management Inc/ri
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Noble Wealth Management PBC
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Milestone Investment Advisors LLC
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Guardian Financial Partners, LLC
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Zions Bancorporation, National Association /ut/
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Riverpoint Wealth Management Holdings, LLC
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VestGen Advisors, LLC
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Ritholtz Wealth Management
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Robinswood Financial LLC
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BNP Paribas Asset Management Holding S.A.
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Diversified Portfolios, Inc.
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SK Wealth Management, LLC
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Saxon Interests, Inc.
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Parisi Gray Wealth Management
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Colonial Trust Advisors
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|
Strategy Asset Managers Llc
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TD Capital Management LLC
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TCM Advisors, LLC
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Advanced Asset Management Advisors Inc
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KKM Financial LLC
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JMG Financial Group, Ltd.
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Tortoise Investment Management, LLC
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D. E. Shaw & Co., Inc.
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Segall Bryant & Hamill, Llc
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Ameritas Investment Partners, Inc.
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Trust Co Of Virginia /va
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Delta Investment Management, LLC
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Granville Capital, Inc.
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CX Institutional
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Genesis Private Wealth, Llc
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Consilio Wealth Advisors, Llc
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Stifel Financial Corp
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High Probability Advisors, LLC
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Cove Private Wealth, LLC
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Beacon Investment Advisory Services, Inc.
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M&t Bank Corp
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Stablepoint Partners, LLC
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WorthPointe, LLC
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|
Boston Family Office Llc
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
|
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|
KERR FINANCIAL PLANNING Corp
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Impact Capital Partners LLC
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Finley Financial, LLC
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Argentarii, LLC
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Transcendent Capital Group LLC
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Bluesphere Advisors, LLC
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Mangrove Partners
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Mullaney, Keating & Wright, Inc.
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Perennial Investment Advisors, LLC
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Hazlett, Burt & Watson, Inc.
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Banco BTG Pactual S.A.
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Parthenon Llc
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LexAurum Advisors, LLC
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|
Pioneer Trust Bank N A/or
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Timbuktu Capital Management, LLC
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|
Thomasville National Bank
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MBL Wealth, LLC
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Weaver Capital Management LLC
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Redwood Financial Network Corp
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Safe Harbor Fiduciary, LLC
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Financial Advisory Service, Inc.
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Alongside, Llc
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Corepath Wealth Partners Llc
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Tandem Financial, LLC
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Catalyst Capital Advisors LLC
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Roehl & Yi Investment Advisors, LLC
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POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares
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Red Door Wealth Management, LLC
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Steelhead Wealth Management LLC
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Legacy Trust
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Adirondack Trust Co
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InvesTrust
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Parallax Volatility Advisers, L.P.
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Sentinel Advisory Group, LLC
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Spears Abacus Advisors LLC
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Abundance Wealth Counselors
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Armor Investment Advisors, LLC
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State of Wyoming
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Equitable Trust Co
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Goldstone Financial Group, LLC
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BigSur Wealth Management LLC
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Kassira Wealth Management LLC
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Patten Group, Inc.
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Tocqueville Asset Management L.p.
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Sharkey, Howes & Javer
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Wedmont Private Capital
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Gotham Asset Management, LLC
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Clark Financial Services Group Inc /bd
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Cambridge Financial Group, LLC
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BOK Financial Private Wealth, Inc.
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Legacy Wealth Management, LLC / MS
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Integrity Financial Corp /WA
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Rothschild Investment Llc
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Chicago Capital, LLC
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Greenspring Advisors, LLC
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McElhenny Sheffield Capital Management, LLC
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Quaker Wealth Management, LLC
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Innealta Capital, Llc
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Nicholas Hoffman & Company, LLC.
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Addison Capital Co
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Bigelow Investment Advisors, LLC
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Pictet North America Advisors SA
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Byrne Asset Management LLC
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Kozak & Associates, Inc.
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3Chopt Investment Partners, LLC
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Skopos Labs, Inc.
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MSVIX - Advisors' Inner Circle Fund III - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares
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Cornerstone Wealth Management, LLC
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Cordoba Advisory Partners LLC
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SG Americas Securities, LLC
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1776 Wealth LLC
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BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R
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Cassia Capital Partners, LLC
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Objectivity Squared, LLC
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Portfolio Resources Advisor Group, Inc.
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Patriot Financial Group Insurance Agency, LLC
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BIP Wealth, LLC
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Dedeker Financial LLC
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First American Trust, Fsb
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Maseco Llp
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Black Swift Group, LLC
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Persistent Asset Partners Ltd
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Providence Financial Advisors, LLC
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Equitable Holdings, Inc.
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Allianz Asset Management GmbH
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Radnor Capital Management, LLC
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Exencial Wealth Advisors, Llc
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Nantahala Capital Management, LLC
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PFS Partners, LLC
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Princeton Global Asset Management LLC
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Winthrop Capital Management, LLC
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Regal Investment Advisors LLC
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Tompkins Financial Corp
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Planning Strategies Inc.
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Lifeworks Advisors, LLC
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J.Safra Asset Management Corp
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Washington Capital Management Inc
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TRUE Private Wealth Advisors
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Continuum Advisory, LLC
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Jfs Wealth Advisors, Llc
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Rebalance, Llc
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Dougherty Wealth Advisers LLC
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Tenzing Global Management, LLC
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TrustBank
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Vision Retirement, LLC
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Rossmore Private Capital
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NorthRock Partners, LLC
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SFG Wealth Management, LLC.
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Gilliland Jeter Wealth Management LLC
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Kennicott Capital Management Llc
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Alliancebernstein L.p.
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Ryan Investment Management, Inc.
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Pier 88 Investment Partners Llc
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Cushing Capital Partners, LLC
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Wallace Advisory Group, LLC
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First Trust Advisors Lp
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Eukles Asset Management
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Brady Family Wealth, Llc
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Dimension Capital Management Llc
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MetLife Investment Management, LLC
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Stonebridge Financial Group, LLC/CA
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Palacios Wealth Management, LLC
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Kingdom Financial Group LLC.
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SlateStone Wealth, LLC
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Treasurer of the State of North Carolina
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Patten & Patten Inc/tn
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Sunburst Financial Group, LLC
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Cladis Investment Advisory, LLC
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Wealthquest Corp
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MTM Investment Management, LLC
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Castellan Group, LLC
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Goelzer Investment Management, Inc.
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Cim Investment Mangement Inc
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Monetary Management Group Inc
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jvl associates llc
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Gs Investments, Inc.
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Brant Point Investment Management Llc
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Heritage Investors Management Corp
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IWMW - iSHARES TRUST - iShares Russell 2000 BuyWrite ETF
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|
Spurstone Advisory Services, LLC
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|
MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
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Austin Asset Management Co Inc
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National Bank Of Canada /fi/
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DeLarme Wealth Management, Inc.
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Laurel Wealth Advisors LLC
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Graney & King, LLC
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Elgethun Capital Management
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Nvest Financial, LLC
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Fishman Jay A Ltd/mi
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Monument Capital Management
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Aptus Capital Advisors, LLC
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Focused Alpha, Llc
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Veridan Wealth LLC
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Hartland & Co., LLC
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626 Financial, LLC
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Mariner, LLC
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Financial Services Advisory Inc
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Elequin Capital Lp
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Alerus Financial Na
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Hohimer Wealth Management, Llc
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Boston Common Asset Management, LLC
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Susquehanna International Group, Llp
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Addis & Hill, Inc
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ITDI - iSHARES TRUST - iShares LifePath Target Date 2065 ETF
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|
Wood Tarver Financial Group, LLC
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Marshall Investment Management, Llc
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Arbor Trust Wealth Advisors, Llc
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Healthcare Of Ontario Pension Plan Trust Fund
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|
Holos Integrated Wealth LLC
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Cassady Wealth & Retirement Planning, LLC
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|
Texas Capital Bank Wealth Management Services Inc
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|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
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|
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|
Vise Technologies, Inc.
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Tradition Wealth Management, LLC
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|
Up Strategic Wealth Investment Advisors Llc
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|
Ellevest, Inc.
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|
Signature Equity Partners, LLC
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|
American Institute for Advanced Investment Management, LLP
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NorthCrest Asset Manangement, LLC
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|
CIBC World Markets Inc.
|
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Rocky Mountain Advisers, Llc
|
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|
ICSIX - NORTHERN LIGHTS FUND TRUST II - Dynamic U.S. Opportunity Fund Class I
|
|
|
|
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|
JTC Employer Solutions Trusteee Ltd
|
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|
Morse Asset Management, Inc
|
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|
Change Path, LLC
|
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|
Element Capital Management Llc
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|
McLean Asset Management Corp
|
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|
Xxi Wealth, Llc
|
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|
Southern Michigan Bank & Trust
|
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|
Capital City Trust Co/fl
|
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|
Silver Grove Financial Group, Inc.
|
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|
|
Viawealth, Llc
|
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|
BlackRock ETF Trust - iShares Dynamic Equity Active ETF
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|
|
|
|
|
Redwood Investment Management, Llc
|
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|
|
Dala Group, LLC
|
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|
DG Capital Management, LLC
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|
Headlands Technologies LLC
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|
Royal Fund Management, LLC
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|
Facet Wealth, Inc.
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|
Whalerock Point Partners, Llc
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Aviance Capital Partners, LLC
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|
IFC Advisors LLC
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|
Paulson Wealth Management Inc.
|
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|
Ignite Planners, LLC
|
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|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
National Philanthropic Trust
|
|
|
|
|
|
Independent Financial Group, Llc
|
|
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|
|
Luminvest Wealth Management LLC
|
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|
Discovery Capital Management, Llc / Ct
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Salomon & Ludwin, LLC
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Eldridge Investment Advisors, Inc.
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|
Elevated Capital Advisors, LLC
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|
Chancellor Financial Group WB LP
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|
Prudential Financial Inc
|
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|
|
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|
Duncker Streett & Co Inc
|
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|
|
Tennessee Valley Asset Management Partners
|
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|
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|
Raelipskie Partnership
|
|
|
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|
|
Fourth Dimension Wealth, LLC
|
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|
|
|
|
Riverbridge Partners Llc
|
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|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
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|
Formidable Asset Management, LLC
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|
United Capital Financial Advisers, Llc
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|
Berger Financial Group, Inc
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|
Ramsay, Stattman, Vela & Price, Inc.
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|
MidFirst Bank
|
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|
Latigo Investments, LLC
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|
Compass Ion Advisors, LLC
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|
Conquis Financial Llc
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Belvedere Trading LLC
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|
Cavalier Investments, LLC
|
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|
Sona Asset Management (us) Llc
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Private Advisory Group LLC
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|
Atomi Financial Group, Inc.
|
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|
Spruce Point Capital Management, Llc
|
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|
Hager Investment Management Services, Llc
|
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Private Advisor Group, LLC
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|
