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