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Copperleaf Capital, LLC
|
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Paragon Advisors, LLC
|
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True Vision MN LLC
|
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|
Dynasty Wealth Management, Llc
|
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|
|
|
EAAFX - WELLS FARGO FUNDS TRUST - Wells Fargo Asset Allocation Fund Class A
|
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|
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Fundamentun, Llc
|
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Franklin Resources Inc
|
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Savant Capital, LLC
|
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Crews Bank & Trust
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Atlas Legacy Advisors, LLC
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AlTi Global, Inc.
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Integrated Wealth Concepts LLC
|
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Farther Finance Advisors, LLC
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|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
TD Capital Management LLC
|
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Strategic Financial Services, Inc,
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Ascent Group, LLC
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Founders Financial Securities Llc
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My Legacy Advisors, LLC
|
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|
BKM Wealth Management, LLC
|
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Vicus Capital
|
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Boyd Watterson Asset Management Llc/oh
|
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|
Defined Wealth Management, Llc
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Allianz Asset Management GmbH
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Mount Lucas Management LP
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Equitable Holdings, Inc.
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Alliancebernstein L.p.
|
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Geneos Wealth Management Inc.
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Royal Bank Of Canada
|
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Checchi Capital Advisers, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
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Insight Advisors, LLC/ PA
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Integrity Alliance, Llc.
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Frazier Financial Advisors, LLC
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Barrett & Company, Inc.
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Foster & Motley Inc
|
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Zions Bancorporation, National Association /ut/
|
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|
Baker Avenue Asset Management, LP
|
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Sharper & Granite LLC
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Frederick Financial Consultants, LLC
|
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Nbc Securities, Inc.
|
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CPA Asset Management LLC
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Cetera Investment Advisers
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Harbour Investments, Inc.
|
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|
Ssa Swiss Advisors Ag
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
Mercer Global Advisors Inc /adv
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Brown, Lisle/cummings, Inc.
|
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|
Apeiron RIA LLC
|
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Cape Cod Five Cents Savings Bank
|
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Actinver Wealth Management, Inc.
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Gallagher Fiduciary Advisors, LLC
|
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SBI Securities Co., Ltd.
|
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|
Parkside Financial Bank & Trust
|
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|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
CRMVX - PFS FUNDS - Conquer Risk Managed Volatility Fund
|
|
|
|
|
|
Sage Advisory Services, Ltd.Co.
|
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|
Signal Advisors Wealth, LLC
|
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|
|
Citizens Financial Group Inc/ri
|
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|
Jones Financial Companies Lllp
|
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Wright Fund Managment, LLC
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Synergy Financial Management, LLC
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Garde Capital, Inc.
|
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Activest Wealth Management
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Fedenia Advisers LLC
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Great Valley Advisor Group, Inc.
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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Change Path, LLC
|
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|
Invictus Private Wealth, Llc
|
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|
Diversify Advisory Services, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
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Archer Investment Corp
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Tempus Wealth Planning, LLC
|
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Barden Capital Management, Inc.
|
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|
BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
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|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
|
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Continuum Advisory, LLC
|
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Transamerica Financial Advisors, Inc.
|
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|
Garden State Investment Advisory Services LLC
|
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Centennial Bank/AR/
|
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|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Integris Wealth Management, LLC
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Cambridge Investment Research Advisors, Inc.
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|
FDx Advisors, Inc.
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Signet Financial Management, Llc
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Concurrent Investment Advisors, LLC
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Triad Wealth Partners, LLC
|
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Vestmark Advisory Solutions, Inc.
|
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Oxford Financial Group Ltd
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Glass Jacobson Investment Advisors llc
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|
IMG Wealth Management, Inc.
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|
National Asset Management, Inc.
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|
EP Wealth Advisors, Inc.
|
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|
Us Financial Advisors, Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
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|
CIBC Asset Management Inc
|
|
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|
Moors & Cabot, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
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|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
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|
|
United Capital Financial Advisers, Llc
|
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|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares
|
|
|
|
|
|
Gridiron Partners, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
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|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
MAPP - Harbor ETF Trust - Harbor Multi-Asset Explorer ETF
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
WGAFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Allocation Fund Class A
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SMIDX - VALUED ADVISERS TRUST - SMI Dynamic Allocation Fund
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
WMBGX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Moderate Balanced Fund Class A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Stairway Partners, LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Eq Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
FLBDX - Meeder Funds - TOTAL RETURN BOND FUND Retail Class
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK 40/60 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
TFAZX - Tactical Investment Series Trust - TFA Tactical Income Fund Class I
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
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Kovitz Investment Group Partners, LLC
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Avantax Advisory Services, Inc.
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Sunesis Advisors, LLC
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Capitolis Liquid Global Markets LLC
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WARAX - WELLS FARGO FUNDS TRUST - Wells Fargo Absolute Return Fund Class A
|
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Larson Financial Group LLC
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Ashton Thomas Private Wealth, LLC
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CNB Bank
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Blueprint Financial Advisors LLC
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Fmr Llc
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Stewardship Advisors, LLC
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Centiva Capital, LP
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Coppell Advisory Solutions LLC
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High Falls Advisors, Inc
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Colton Groome Financial Advisors, Llc
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Hartland & Co., LLC
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Firethorn Wealth Partners, Llc
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KWB Wealth
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Integrity Financial Corp /WA
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Victory Financial Group, Llc
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McAdam, LLC
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Investors Research Corp
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Paradigm Financial Partners, Llc
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Horizon Investments, LLC
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EPG Wealth Management LLC
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Koshinski Asset Management, Inc.
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4Thought Financial Group Inc.
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Three Bridge Wealth Advisors, LLC
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Allspring Global Investments Holdings, LLC
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Apella Capital, LLC
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Smartleaf Asset Management LLC
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Citadel Advisors Llc
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Busey Wealth Management
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Ogorek Anthony Joseph /ny/ /adv
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White Lighthouse Investment Management Inc.
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Prudential Financial Inc
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HCR Wealth Advisors
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Anchor Investment Management, LLC
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Bellwether Advisors, LLC
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Clear Creek Financial Management, LLC
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Orion Portfolio Solutions, LLC
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Financial Gravity Companies, Inc.
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Maia Wealth LLC
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McNaughton Wealth Management, LLC
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Invst, LLC
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Capital Investment Counsel, Inc
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International Assets Investment Management, Llc
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Rik Saylor Financial, Inc.
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Ronald Blue Trust, Inc.
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Resources Investment Advisors, LLC.
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ACEFX - Unified Series Trust - Absolute Strategies Fund Institutional Shares
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O'shaughnessy Asset Management, Llc
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10Elms LLP
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Syon Capital Llc
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EverSource Wealth Advisors, LLC
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Knollwood Investment Advisory, LLC
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Salomon & Ludwin, LLC
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Compass Financial Services Inc
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Jmac Enterprises Llc
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Meeder Asset Management Inc
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Ffg Retirement Advisors Llc
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Fifth Third Bancorp
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Mma Asset Management Llc
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PFS Partners, LLC
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North Forty Two & Co.
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Comprehensive Money Management Services LLC
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West Wealth Group, LLC
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HF Advisory Group, LLC
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BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
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Wharton Business Group, LLC
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Glen Eagle Advisors, LLC
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Webster Bank, N. A.
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WealthPlan Investment Management, LLC
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AllSquare Wealth Management LLC
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Sagespring Wealth Partners, Llc
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Harbor Investment Advisory, Llc
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Sowell Financial Services LLC
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Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio
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Golden State Wealth Management, LLC
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U.S. Capital Wealth Advisors, LLC
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Bnp Paribas Arbitrage, Sa
|
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First Hawaiian Bank
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Ckw Financial Group
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First United Bank Trust/
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Avaii Wealth Management, Llc
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Brookwood Investment Group LLC
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Comerica Bank
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Beacon Capital Management, LLC
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Avidian Wealth Solutions, LLC
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Mayflower Financial Advisors, LLC
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Insigneo Advisory Services, Llc
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SOUTH STATE Corp
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Mml Investors Services, Llc
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Cullen/frost Bankers, Inc.
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Rehmann Capital Advisory Group
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Pacific Life Fund Advisors LLC
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Farrell Financial LLC
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Horst & Graben Wealth Management LLC
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Rosenberg Matthew Hamilton
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RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
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Sutton Place Investors Llc
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QVOY - Ultimus Managers Trust - Q3 All-Season Active Rotation ETF
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Brookstone Capital Management
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Vise Technologies, Inc.
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Alesco Advisors Llc
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Neuberger Berman Group LLC
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SRS Capital Advisors, Inc.
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Raymond James Financial Inc
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Twin City Private Wealth, Llc
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Pictet Asset Management Holding SA
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Crossmark Global Holdings, Inc.
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Luminist Capital LLC
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Greykasell Wealth Strategies, Inc.
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Keybank National Association/oh
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Spurstone Advisory Services, LLC
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Cutler Investment Counsel Llc
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Coastal Investment Advisors, Inc.
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Savvy Advisors, Inc.
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Decker Retirement Planning Inc.
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Financial Alternatives, Inc
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Mutual Advisors, LLC
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HB Wealth Management, LLC
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IHT Wealth Management, LLC
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Sunbelt Securities, Inc.
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Probity Advisors, Inc.
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J.Safra Asset Management Corp
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Cyndeo Wealth Partners, LLC
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Warren Averett Asset Management, LLC
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Kestra Investment Management, LLC
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Salem Investment Counselors Inc
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Yoffe Investment Management, LLC
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Sterling Investment Counsel, LLC
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Rakuten Securities, Inc.
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CoreCap Advisors, LLC
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J.w. Cole Advisors, Inc.
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Trustmark National Bank Trust Department
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Forefront Analytics, LLC
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Motiv8 Investments LLC
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Heritage Family Offices, LLP
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Sovran Advisors, LLC
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MidWestOne Financial Group, Inc.
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UBS Group AG
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Kingstone Capital Partners Texas, LLC
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Newbridge Financial Services Group, Inc.
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Security Financial Services, INC.
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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|
Nationwide Fund Advisors
|
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|
Boreal Capital Management LLC
|
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SMILX - VALUED ADVISERS TRUST - SMI 50/40/10 Fund
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/All Asset Growth Allocation Portfolio Class IB
|
|
|
|
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|
Country Trust Bank
|
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|
|
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|
Upper Left Wealth Management, LLC
|
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|
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A
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Rooted Wealth Advisors, Inc.
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Sincerus Advisory, LLC
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VPR Management LLC
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Principal Securities, Inc.
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LifePlan Investment Advisors, Inc.
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Occidental Asset Management, LLC
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PLUSX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Moderate Allocation Fund Class A
|
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|
Colony Group, LLC
|
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|
Union Bancaire Privee, UBP SA
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|
Kestra Private Wealth Services, Llc
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Wealthstream Advisors, Inc.
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Pinnacle Bancorp, Inc.
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Global Macro Portfolio - Global Macro Portfolio
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|
JB Capital LLC
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|
WAVLX - Ultimus Managers Trust - Wavelength Interest Rate Neutral Fund
|
|
|
|
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|
Plan Group Financial, LLC
|
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|
Red Lighthouse Investment Management, Llc
|
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|
BCJ Capital Management, LLC
|
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|
FNMIX - FIDELITY SUMMER STREET TRUST - Fidelity New Markets Income Fund
|
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|
Ellevest, Inc.
|
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|
Diversified Enterprises, LLC
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Brinker Capital Investments, LLC
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|
Spectrum Wealth Counsel, LLC
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|
Red Tortoise LLC
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|
Sand Hill Global Advisors, LLC
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|
Massmutual Trust Co Fsb/adv
|
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|
PrairieView Partners, LLC
|
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|
|
|
WCCFX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Conservative Allocation Fund Class C
|
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|
|
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|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
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|
|
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|
GenTrust, LLC
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|
Wolff Wiese Magana Llc
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|
Choate Investment Advisors
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|
GPS Wealth Strategies Group, LLC
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|
Exchange Traded Concepts, Llc
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Bank Of America Corp /de/
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|
Semmax Financial Advisors Inc.
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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|
Dravo Bay Llc
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|
|
|
|
WGBAX - WELLS FARGO FUNDS TRUST - Wells Fargo WealthBuilder Growth Balanced Fund Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
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|
|
|
|
Wealth Alliance
|
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|
|
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|
Commerce Bank
|
|
|
|
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|
DRW Securities, LLC
|
|
|
|
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|
Concord Wealth Partners
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|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
SPDAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Conservative Allocation Fund Class A
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Alaska Permanent Capital Management
|
|
|
|
|
|
FAPWX - Fidelity Greenwood Street Trust - Fidelity Risk Parity Fund Fidelity Advisor Risk Parity Fund: Class M
|
|
|
|
|
|
Five Oceans Advisors
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|
|
|
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|
Armstrong Advisory Group, Inc
|
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|
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|
Janus Henderson Group Plc
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|
Titan Global Capital Management Usa Llc
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|
Legacy Financial Group LLC
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|
American Financial Advisors, LLC
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|
Annis Gardner Whiting Capital Advisors, LLC
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|
Regions Financial Corp
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|
Crabel Capital Management, LLC
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|
Prime Capital Investment Advisors, LLC
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|
|
|
|
Cohen Investment Advisors LLC
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|
|
|
|
|
GPTCX - GPS Funds II - GuidePath(R) Conservative Allocation Fund Service Shares
|
|
|
|
|
|
Austin Private Wealth, LLC
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|
|
|
|
Cushing Capital Partners, LLC
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|
Investor's Fiduciary Advisor Network, LLC
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|
|
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|
Creative Financial Designs Inc /adv
|
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|
|
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|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
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|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Sharkey, Howes & Javer
|
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|
|
|
|
Wolf Group Capital Advisors
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|
WESPAC Advisors SoCal, LLC
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|
Financial Advisors Network, Inc.
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Saxony Capital Management, LLC
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|
Principal Financial Group Inc
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|
Per Stirling Capital Management, LLC.
|
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|
WealthPLAN Partners, LLC
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|
Running Point Capital Advisors, LLC
|
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|
|
|
|
Man Group plc
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|
|
|
|
|
Northwestern Mutual Wealth Management Co
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|
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|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - Ocean Park High Income ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I)
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
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|
|
|
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|
Wagner Wealth Management, Llc
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|
Aptus Capital Advisors, LLC
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FORM Wealth Advisors, LLC
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North Ridge Wealth Advisors, Inc.
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Mpwm Advisory Solutions, Llc
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Pinnacle Wealth Planning Services, Inc.
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|
Gen-Wealth Partners Inc
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SigFig Wealth Management, LLC
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|
Pharo Management, Inc.
|
|
|
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|
Morgan Stanley
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|
|
|
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|
Postrock Partners Llc
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|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
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|
Barclays Plc
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|
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|
Mount Yale Investment Advisors, LLC
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Financial Network Wealth Advisors LLC
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Trajan Wealth LLC
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Ameritas Investment Partners, Inc.
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|
Bush Investment Group, Llc
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Bogart Wealth, LLC
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|
Wiley Bros.-aintree Capital, Llc
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|
Redwood Investment Management, Llc
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ShoreHaven Wealth Partners, LLC
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Redhawk Wealth Advisors, Inc.
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|
Shared Vision Wealth Group LLC
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|
First Financial Corp /in/
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|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
JNL SERIES TRUST - JNL iShares Tactical Moderate Fund (A)
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Center For Asset Management LLC
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|
|
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|
Pflug Koory, LLC
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|
Omega Financial Group, LLC
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|
Dai-ichi Life Holdings, Inc.
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|
Clear Investment Research, Llc
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|
Americana Partners, LLC
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|
BCU Wealth Advisors, LLC
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|
Kelly Financial Services LLC
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|
Congress Wealth Management LLC / DE /
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|
Westmount Partners, LLC
|
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|
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|
Smallwood Wealth Investment Management, LLC
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|
Hancock Whitney Corp
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|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I
|
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|
VisionPoint Advisory Group, LLC
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|
First Command Advisory Services, Inc.
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|
Prudent Investors Network
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|
Integrated Advisors Network LLC
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|
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Sofos Investments, Inc.
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David R. Rahn & Associates Inc.
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Yukon Wealth Management, Inc.
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IFP Advisors, Inc
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Strategic Financial Partners, Ltd.
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Abound Wealth Management
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Eastern Bank
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Montecito Bank & Trust
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Martel Wealth Advisors Inc
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Summit Global Investments
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Envestnet Asset Management Inc
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Prospera Financial Services Inc
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NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
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Ci Investments Inc.
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MTM Investment Management, LLC
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OxenFree Capital LLC
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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BRYN MAWR TRUST Co
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Cwm, Llc
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Insight Wealth Strategies, LLC
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Leavell Investment Management, Inc.
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MAI Capital Management
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Monument Capital Management
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AdvisorNet Financial, Inc
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Pettinga Financial Advisors, LLC
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Stephenson & Company, Inc.
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Gladstone Institutional Advisory LLC
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Citigroup Inc
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Prudential Plc
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PAX Financial Group, LLC
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Shepherd Financial Partners LLC
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Stratos Wealth Partners, LTD.
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17 Capital Partners, Llc
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WFA of San Diego, LLC
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Rocky Mountain Advisers, Llc
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GHP Investment Advisors, Inc.
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Plante Moran Financial Advisors, LLC
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Guggenheim Capital Llc
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Guardian Wealth Advisors, Llc / Nc
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Sava Infond d.o.o.
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Angeles Wealth Management, Llc
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Northern Trust Corp
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Ballast Advisors Llc
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BankPlus Trust Department
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Optivise Advisory Services LLC
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Matisse Capital
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Wells Fargo & Company/mn
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
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HFM Investment Advisors, LLC
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Bessemer Group Inc
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Td Asset Management Inc
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MJT & Associates Financial Advisory Group, Inc.
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Toroso Investments, LLC
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KKM Financial LLC
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Sterling Financial Planning, Inc.
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D. E. Shaw & Co., Inc.
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United Advisor Group, LLC
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Private Trust Co Na
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Atlantic Union Bankshares Corp
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Skopos Labs, Inc.
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Fund Evaluation Group, LLC
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Signature Estate & Investment Advisors Llc
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Intellectus Partners, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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BlackRock Credit Strategies Fund
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Private Advisor Group, LLC
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Frisch Financial Group, Inc.
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Breakwater Investment Management
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Hilltop Holdings Inc.
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Adventist Health System Sunbelt Healthcare Corp
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Regimen Wealth, Llc
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Ancora Advisors, LLC
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POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
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Norden Group Llc
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EFG Asset Management (Americas) Corp.
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Russell Investments Group, Ltd.
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Net Worth Advisory Group
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Whittier Trust Co
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Ariadne Wealth Management, LP
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GoalVest Advisory LLC
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KADIX - Managed Portfolio Series - Kensington Active Advantage Fund Institutional Class Shares
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Great Diamond Partners, LLC
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
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Transcend Wealth Collective, Llc
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American Financial & Tax Strategies Inc
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Idaho Trust Bank
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Aqr Capital Management Llc
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WealthTrak Capital Management LLC
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Sigma Planning Corp
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Raleigh Capital Management Inc.
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BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES
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Kornitzer Capital Management Inc /ks
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Capula Management Ltd
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HTFNX - Horizon Funds - Horizon Tactical Fixed Income Fund Investor Class
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Logan Stone Capital, LLC
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Vision Financial Markets Llc
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Bank Of Montreal /can/
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GWM Advisors LLC
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CI Private Wealth, LLC
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TD Waterhouse Canada Inc.
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iA Global Asset Management Inc.
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SG Americas Securities, LLC
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Certus Wealth Management, LLC
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Envestnet Portfolio Solutions, Inc.
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Proficio Capital Partners LLC
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Cliftonlarsonallen Wealth Advisors, Llc
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ORG Partners LLC
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Sumitomo Mitsui DS Asset Management Company, Ltd
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WESPAC Advisors, LLC
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares
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Versant Capital Management, Inc
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JT Stratford LLC
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Full Sail Capital, LLC
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Federation des caisses Desjardins du Quebec
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PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
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Endowment Wealth Management, Inc.
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Richardson Financial Services Inc.
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Islay Capital Management, Llc
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Prosperity Consulting Group, LLC
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GAMMA Investing LLC
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Clearview Wealth Advisors LLC
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National Bank Of Canada /fi/
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DEUTSCHE DWS VARIABLE SERIES II - DWS Alternative Asset Allocation VIP Class A
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AIHAX - Horizon Funds - Horizon Active Income Fund Advisor Class
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Barnes Dennig Private Wealth Management LLC
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Umb Bank N A/mo
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Howe & Rusling Inc
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Murphy, Middleton, Hinkle & Parker, Inc.
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ORG Wealth Partners, LLC
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Binnacle Investments Inc
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Alerus Financial Na
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McIlrath & Eck, LLC
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Exencial Wealth Advisors, Llc
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Unique Wealth, Llc
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Voya Financial Advisors, Inc.
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RFG Advisory, LLC
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Snowden Capital Advisors LLC
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Lido Advisors, LLC
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Caisse De Depot Et Placement Du Quebec
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Tidemark, LLC
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Quaker Wealth Management, LLC
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JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A)
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One Wealth Capital Management, Llc
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Two Sigma Securities, Llc
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Hoxton Planning & Management, LLC
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Spectrum Planning & Advisory Services Inc.
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PayPay Securities Corp
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Quadrant Private Wealth Management, LLC
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Golden State Equity Partners
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Atria Wealth Solutions, Inc.
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Vontobel Holding Ltd.
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Range Financial Group LLC
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Unison Advisors LLC
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OneAscent Family Office, LLC
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Outlook Wealth Advisors, LLC
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Hexagon Capital Partners LLC
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Key FInancial Inc
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Mitsubishi UFJ Trust & Banking Corp
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Strategic Blueprint, LLC
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Evergreen Capital Management Llc
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Keystone Financial Services
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Northern Lights Fund Trust - Ocean Park Diversified Income ETF
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Atria Investments Llc
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JTC Employer Solutions Trusteee Ltd
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Stock Yards Bank & Trust Co
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BlackRock, Inc.
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Harwood Advisory Group, LLC
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Parr Mcknight Wealth Management Group, Llc
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1 North Wealth Services Llc
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Millennium Management Llc
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ONE Advisory Partners, LLC
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Advisory Services Network, LLC
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Park Square Financial Group, LLC
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1832 Asset Management L.P.
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Duncan Williams Asset Management, LLC
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Camden Capital, LLC
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One Wealth Advisors, LLC
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Swp Financial Llc
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Cardinal Strategic Wealth Guidance
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Cannon Financial Strategists, Inc.
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Financial Advisory Corp /ut/ /adv
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Harbor Capital Advisors, Inc.
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Kingswood Wealth Advisors, Llc
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West Branch Capital LLC
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Rsm Us Wealth Management Llc
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Venturi Wealth Management, LLC
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Strategic Wealth Partners, Ltd.
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Cerity Partners LLC
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BlackRock Capital Allocation Trust
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Ameriflex Group, Inc.
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Compass Capital Corp /ma/ /adv
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Crowley Wealth Management, Inc.
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Jane Street Group, Llc
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Hsbc Holdings Plc
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First Heartland Consultants, Inc.
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Centurion Wealth Management LLC
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Sumitomo Mitsui Financial Group, Inc.
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Creative Planning
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Ironwood Wealth Management, LLC.
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Phillips Financial Management, Llc
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Crewe Advisors LLC
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First Citizens Bank & Trust Co
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FUKOKU MUTUAL LIFE INSURANCE Co
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Hamilton Capital, LLC
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POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
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Readystate Asset Management Lp
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Mission Creek Capital Partners, Inc.
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Wealth Advisory Solutions, LLC
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City National Bank Of Florida /msd
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Trust Point Inc.
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Legacy Investment Solutions, LLC
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Asset Management One Co., Ltd.
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Old National Bancorp /in/
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Central Bank & Trust Co
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Private Advisory Group LLC
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Nomura Asset Management Co Ltd
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Capstone Investment Advisors, Llc
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BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares
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|
Bartlett & Co. Wealth Management Llc
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Fairview Capital Investment Management, Llc
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Clune & Associates, Ltd.
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LGT Financial Advisors LLC
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HCMFX - NORTHERN LIGHTS FUND TRUST III - HCM Dynamic Income Fund Investor Class Shares
|
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Main Management LLC
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Modern Wealth Management, LLC
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Ubs Asset Management Americas Inc
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Mmbg Investment Advisors Co.
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Verus Capital Partners, Llc
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Stone House Investment Management, LLC
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REAP Financial Group, LLC
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Merit Financial Group, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
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Summit Financial, LLC
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Guidance Capital, Inc
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Citizens & Northern Corp
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Bangor Savings Bank
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Rockingstone Advisors LLC
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|
Private Wealth Asset Management, LLC
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|
Croban
|
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Trust Co Of Toledo Na /oh/
|
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Mariner, LLC
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Assetmark, Inc
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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|
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|
BOK Financial Private Wealth, Inc.
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
Retirement Wealth Solutions LLC
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|
|
|
|
Walleye Capital LLC
|
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|
|
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|
OWCIX - OLD WESTBURY FUNDS INC - Old Westbury Credit Income Fund
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
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|
Huntington National Bank
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|
Bank Julius Baer & Co. Ltd, Zurich
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|
Arete Wealth Advisors, LLC
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Founders Financial Alliance, LLC
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Abacus Wealth Partners, LLC
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Focus Financial Network, Inc.
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Pinney & Scofield, Inc.
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Advisor Group Holdings, Inc.
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GPINX - GPS Funds II - GuidePath(R) Income Fund
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|
Tsfg, Llc
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|
Petix & Botte Co
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|
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|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Wealthfront Advisers Llc
|
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|
|
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|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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|
|
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|
Whittier Trust Co Of Nevada Inc
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Ally Invest Advisors Inc.
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|
Retirement Investment Advisors, Inc.
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Elequin Capital Lp
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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|
Finley Financial, LLC
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|
Qube Research & Technologies Ltd
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|
Fullcircle Wealth Llc
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Solstein Capital, LLC
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Stelac Advisory Services LLC
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Migdal Insurance & Financial Holdings Ltd.
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GW&K Investment Management, LLC
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Modera Wealth Management, LLC
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|
Colonial Trust Co / SC
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|
Thrivent Financial For Lutherans
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Impact Partnership Wealth, LLC
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|
Invesco Ltd.
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|
Victory Capital Management Inc
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|
Nilsine Partners, LLC
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|
Td Private Client Wealth Llc
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BOS Asset Management, LLC
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American Capital Advisory, LLC
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Pandora Wealth, Inc.
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Private Wealth Advisors, LLC
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Deutsche Bank Ag\
|
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Kings Path Partners LLC
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Betterment LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Mirae Asset Global Investments Co., Ltd.
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|
Brown Wealth Management, Llc
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|
Kickstand Ventures, Llc.
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Strategic Investment Advisors / MI
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New Republic Capital, LLC
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Sax Wealth Advisors, Llc
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Stevens Capital Management Lp
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Commons Capital, Llc
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Sumitomo Mitsui Trust Holdings, Inc.
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Kensington Asset Management, LLC
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Pacifica Partners Inc.
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Rossby Financial, LCC
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Susquehanna International Group, Llp
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Stifel Financial Corp
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Principia Wealth Advisory, LLC
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Manning & Napier Advisors Llc
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Empirical Asset Management, LLC
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Twin Peaks Wealth Advisors, LLC
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Innealta Capital, Llc
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Dynamic Wealth Strategies, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Anchor Pointe Wealth Management, LLC
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Transce3nd, LLC
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Baird Financial Group, Inc.
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Sound Income Strategies, LLC
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Townsend Asset Management Corp /nc/ /adv
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Collier Financial
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Natixis
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Kingsview Wealth Management, LLC
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Insight Wealth Partners, LLC
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Sentinus, LLC
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Mackenzie Financial Corp
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Keystone Wealth Services, LLC
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Westside Investment Management, Inc.
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StoneX Group Inc.
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Avion Wealth
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Goldstone Financial Group, LLC
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Varma Mutual Pension Insurance Co
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LPL Financial LLC
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Park Place Capital Corp
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Tradition Wealth Management, LLC
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Addison Advisors LLC
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BlackRock ESG Capital Allocation Trust
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Capital A Wealth Management, LLC
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Kiker Wealth Management, LLC
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Affinity Capital Advisors, LLC
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Bennett Associates Wealth Management
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Manufacturers Life Insurance Company, The
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Cornerstone Planning Group LLC
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Global Retirement Partners, LLC
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Advisors Asset Management, Inc.
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State Farm Mutual Automobile Insurance Co
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Bremer Bank National Association
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Klaas Financial Asset Advisors, LLC
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Foundations Investment Advisors, LLC
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Life Planning Partners, Inc
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CIBC Private Wealth Group, LLC
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Gateway Wealth Partners, LLC
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Thrivent Core Funds - Thrivent Core Emerging Markets Debt Fund
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