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Klingman & Associates, LLC
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Magnolia Capital Advisors Llc
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Cresset Asset Management, LLC
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Us Bancorp \de\
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TD Waterhouse Canada Inc.
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Alteri Wealth LLC
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Evercore Wealth Management, LLC
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Cobblestone Capital Advisors Llc /ny/
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Clarity Capital Advisors, LLC
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Park Avenue Securities Llc
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Northern Trust Corp
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Quantinno Capital Management LP
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Sage Mountain Advisors LLC
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Peirce Capital Management, LLC
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Atria Wealth Solutions, Inc.
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Opes Wealth Management LLC
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Strategic Wealth Partners, Ltd.
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Kestra Private Wealth Services, Llc
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Tompkins Financial Corp
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Howard Bailey Securities, Llc
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Mutual Advisors, LLC
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Alliancebernstein L.p.
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Evermay Wealth Management Llc
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Kayne Anderson Rudnick Investment Management Llc
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Summit Financial, LLC
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Probity Advisors, Inc.
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Nicholas Hoffman & Company, LLC.
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Skopos Labs, Inc.
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Cosner Financial Group, LLC
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Riverbend Wealth Management, LLC
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Ethos Financial Group, LLC
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CI Private Wealth, LLC
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Camelot Technology Advisors, Inc.
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Accurate Wealth Management, LLC
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Old National Bancorp /in/
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Watershed Private Wealth Llc
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LifePlan Investment Advisors, Inc.
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Allegiance Financial Group Advisory Services LLC
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Moneta Group Investment Advisors Llc
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Missouri Trust & Investment Co
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Accelerate Investment Advisors LLC
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
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Solstein Capital, LLC
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Legacy Wealth Managment, LLC/ID
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Baker Avenue Asset Management, LP
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Copia Wealth Management
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Visionary Wealth Advisors
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Cherry Tree Wealth Management, LLC
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Venturi Wealth Management, LLC
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REMIX - UNIFIED SERIES TRUST - STANDPOINT MULTI-ASSET FUND Investor Class
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Chokshi & Queen Wealth Advisors, Inc
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Clark Asset Management, LLC
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Avantax Planning Partners, Inc.
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Sterling Manor Financial, LLC
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Legacy Private Trust Co.
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CFS Investment Advisory Services, LLC
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Bremer Bank National Association
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Huntington National Bank
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Graney & King, LLC
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Charis Legacy Partners, LLC
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Brinker Capital Investments, LLC
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Fort Point Capital Partners LLC
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Mml Investors Services, Llc
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Beaumont Financial Advisors, LLC
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Old Mission Capital Llc
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Bank of Finland
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EP Wealth Advisors, Inc.
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Steward Partners Investment Advisory, Llc
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Spears Abacus Advisors LLC
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Level Four Advisory Services, Llc
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CogentBlue Wealth Advisors, LLC
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WPG Advisers, LLC
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Running Point Capital Advisors, LLC
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LPHAX - BlackRock Funds III - BlackRock LifePath Dynamic 2045 Fund Investor A Shares
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Gts Securities Llc
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Logan Capital Management Inc
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IDUB - ETF Series Solutions - International Drawdown Managed Equity ETF
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Joel Isaacson & Co., LLC
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Signaturefd, Llc
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Merit Financial Group, LLC
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Exencial Wealth Advisors, Llc
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HMV Wealth Advisors, LLC
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Impact Partnership Wealth, LLC
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Rsm Us Wealth Management Llc
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Turim 21 Investimentos Ltda.
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Petra Financial Advisors Inc
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Halbert Hargrove Global Advisors, Llc
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Slagle Financial, LLC
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Vestmark Advisory Solutions, Inc.
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Modern Wealth Management, LLC
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Stockman Wealth Management, Inc.
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BlackRock, Inc.
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Hantz Financial Services, Inc.
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Rossby Financial, LCC
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Sigma Planning Corp
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Wells Fargo & Company/mn
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Betterment LLC
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Patriot Investment Management Inc.
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Pnc Financial Services Group, Inc.
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Eq Wealth Advisors, Llc
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Rock Creek Group, LP
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Bessemer Group Inc
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Lynx Investment Advisory
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Financial Engines Advisors L.L.C.
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Dopkins Wealth Management, Llc
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Elevate Wealth Advisory, Inc
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Prosperity Consulting Group, LLC
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Mascoma Wealth Management LLC
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Jones Financial Companies Lllp
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Ameritas Advisory Services, LLC
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UBS Group AG
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Vision Capital Management, Inc.
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Cape Investment Advisory, Inc.
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Bonfire Financial
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Sofos Investments, Inc.
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Capitolis Liquid Global Markets LLC
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First Horizon Advisors, Inc.
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Fmr Llc
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Rf&l Wealth Management, Llc
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Capital Analysts, Inc.
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Creative Planning
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Cary Street Partners Financial Llc
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United Advisor Group, LLC
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Matisse Capital
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Red Wave Investments LLC
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United Capital Financial Advisers, Llc
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Private Advisor Group, LLC
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Heritage Trust Co
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Portside Wealth Group, LLC
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American National Bank
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Kirtland Hills Capital Management, Llc
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Auto-Owners Insurance Co
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Rialto Wealth Management, LLC
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Dorsey & Whitney Trust CO LLC
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Journey Strategic Wealth Llc
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Cascade Financial Partners, LLC
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Compass Capital Corp /ma/ /adv
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OMNI 360 Wealth, Inc.
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Berger Financial Group, Inc
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ITDC - iSHARES TRUST - iShares LifePath Target Date 2035 ETF
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Advisory Services Network, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II
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Family Wealth Partners, Llc
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First National Bank Sioux Falls
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Parkworth Wealth Management, Inc.
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Bellwether Advisors, LLC
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Sei Investments Co
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Citigroup Inc
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Neuberger Berman Group LLC
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IRTR - iSHARES TRUST - iShares LifePath Retirement ETF
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Ascent Group, LLC
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Empire Financial Management Company, LLC
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Glen Eagle Advisors, LLC
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Heritage Financial Services, LLC
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We Are One Seven, LLC
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Resolute Advisors LLC
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Brookstone Capital Management
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Cahill Financial Advisors Inc
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City State Bank
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VanderPol Investments L.L.C.
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Avion Wealth
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Vivaldi Capital Management, LLC
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Sunbelt Securities, Inc.
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Balanced Rock Investment Advisor
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Ameriprise Financial Inc
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Deane Retirement Strategies, Inc.
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Stratos Wealth Partners, LTD.
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BlackRock Funds III - BlackRock LifePath Dynamic 2060 Fund Investor A Shares
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Valmark Advisers, Inc.
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Hoge Financial Services, Llc
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Equitable Holdings, Inc.
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Empowered Funds, LLC
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Orion Portfolio Solutions, LLC
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Tribridge Partners Financial LLC
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Trust Co Of Vermont
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Diversify Advisory Services, LLC
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Harfst & Associates, Inc.
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New England Asset Management Inc
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Perigon Wealth Management, LLC
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Great Valley Advisor Group, Inc.
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Mercer Global Advisors Inc /adv
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Atomi Financial Group, Inc.
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Wiley Bros.-aintree Capital, Llc
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Trust Co
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First PREMIER Bank
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Heck Capital Advisors, LLC
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ITDG - iSHARES TRUST - iShares LifePath Target Date 2055 ETF
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Midwest Trust Co
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Bank Hapoalim Bm
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Cloud Capital Management, LLC
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Greenspring Advisors, LLC
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Kera Capital Partners, Inc.
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Arista Wealth Management, LLC
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Truist Financial Corp
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Center for Financial Planning, Inc.
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Delap Wealth Advisory, Llc
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Sterling Capital Management LLC
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Main Management ETF Advisors, LLC
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Westside Investment Management, Inc.
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Cantor Fitzgerald Investment Adviser L.p.
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Mariner, LLC
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LPRFX - BlackRock Funds III - BlackRock Lifepath Dynamic 2050 Fund Investor A Shares
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AOM - iSHARES TRUST - iShares Core Moderate Allocation ETF
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O'shaughnessy Asset Management, Llc
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Corrado Advisors, Llc
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AOR - iSHARES TRUST - iShares Core Growth Allocation ETF
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Stewardship Advisors, LLC
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David J Yvars Group
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Standpoint Asset Management, LLC
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Jpmorgan Chase & Co
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Janney Montgomery Scott LLC
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ABLE Financial Group, LLC
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Riversedge Advisors, Llc
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SMART Wealth LLC
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Chicago Partners Investment Group LLC
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|
Bank Of America Corp /de/
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ITDF - iSHARES TRUST - iShares LifePath Target Date 2050 ETF
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Lakeshore Capital Group, Inc.
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Accredited Investor Services, Llc
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Emerald Investment Partners, Llc
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Geneos Wealth Management Inc.
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Valpey Financial Services, LLC
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Prospera Financial Services Inc
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Savvy Advisors, Inc.
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Capital A Wealth Management, LLC
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Harbour Investments, Inc.
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Retirement Planning Group
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Capstone Wealth Management, LLC
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Nations Financial Group Inc, /ia/ /adv
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WMG Financial Advisors, LLC
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Blue Investment Partners LLC
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AE Wealth Management LLC
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Anfield Capital Management, LLC
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|
ROSS\JOHNSON & Associates LLC
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Captrust Financial Advisors
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|
Buckingham Strategic Partners
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Inman Jager Wealth Management, LLC
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Castle Wealth Management Llc
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Kavar Capital Partners Group, Llc
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Crane Advisory, LLC
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LifeWealth Investments, LLC
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Foster Group, Inc.
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CCMG - EA Series Trust - CCM Global Equity ETF
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Obermeyer Wood Investment Counsel, Lllp
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Decker Retirement Planning Inc.
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Kessler Investment Group, LLC
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Verus Wealth Management, Llc
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Glenmede Trust Co Na
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Defined Wealth Management, Llc
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Johnson Financial Group, Inc.
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D.a. Davidson & Co.
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Bell Investment Advisors, Inc
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DDFG, Inc
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Delos Wealth Advisors, LLC
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New England Private Wealth Advisors LLC
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Resources Investment Advisors, LLC.
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Squire Investment Management Company, LLC
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ITDJ - iSHARES TRUST - iShares LifePath Target Date 2070 ETF
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|
Rockefeller Capital Management L.P.
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|
HighTower Advisors, LLC
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MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I
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|
Angeles Wealth Management, Llc
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Davidson Investment Advisors
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SageView Advisory Group, LLC
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Renaissance Technologies Llc
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Baird Financial Group, Inc.
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RHS Financial, LLC
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
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|
One Day In July LLC
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|
Napatree Capital Llc
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Allspring Global Investments Holdings, LLC
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Sequoia Financial Advisors, LLC
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Strategic Financial Planning, Inc.
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Jfs Wealth Advisors, Llc
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Advisor Group Holdings, Inc.
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Gateway Wealth Partners, LLC
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Colonial Trust Co / SC
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|
Compass Wealth Management, LLC/GA
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Hi-Line Capital Management, LLC
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|
J.w. Cole Advisors, Inc.
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TFB Advisors LLC
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Capital Investment Advisory Services, LLC
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|
Chicago Capital, LLC
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|
Cape Cod Five Cents Savings Bank
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|
Thrivent Financial For Lutherans
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|
Northwest Capital Management Inc
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|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
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NFP Retirement, Inc.
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|
Financial Advisors Network, Inc.
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Wealthspire Advisors, LLC
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Fortitude Family Office, LLC
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CoreCap Advisors, LLC
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|
Whipplewood Advisors, LLC
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|
Amarillo National Bank
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Sapient Capital Llc
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|
Principal Securities, Inc.
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|
Sagespring Wealth Partners, Llc
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Brown Brothers Harriman & Co
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C V Starr & Co Inc
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Pineridge Advisors LLC
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Lauterbach Financial Advisors, LLC
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Icon Wealth Advisors, LLC
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Columbus Macro, LLC
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Cetera Investment Advisers
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Old Point Trust & Financial Services N A
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Kestra Advisory Services, LLC
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Comerica Bank
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Principal Financial Group Inc
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Lloyd Advisory Services, LLC.
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Johnson Financial Group, LLC
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Everhart Financial Group, Inc.
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MBA Advisors LLC
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Bradley Foster & Sargent Inc/ct
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Global Strategic Investment Solutions, LLC
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Squarepoint Ops LLC
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Twin Peaks Wealth Advisors, LLC
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Eight 31 Financial Llc
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GWM Advisors LLC
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Fairman Group, LLC
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Elyxium Wealth, LLC
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FSA Advisors, Inc.
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Horizon Investments, LLC
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Paladin Advisory Group, LLC
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Arcadia Wealth Management, LLC
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VisionPoint Advisory Group, LLC
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Coldstream Capital Management Inc
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Rockwood Wealth Management, LLC
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Beacon Pointe Advisors, LLC
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Bnp Paribas Arbitrage, Sa
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E&G Advisors, LP
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BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R
|
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Higgins & Schmidt Wealth Strategies LLC
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Granite Bay Wealth Management, LLC
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MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I
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Blair William & Co/il
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Ieq Capital, Llc
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Envestnet Asset Management Inc
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Lido Advisors, LLC
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INTL - Northern Lights Fund Trust IV - Main International ETF
|
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Robertson Stephens Wealth Management, LLC
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Opulen Financial Group LLC
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AOA - iSHARES TRUST - iShares Core Aggressive Allocation ETF
|
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Norris Perne & French Llp/mi
|
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FF Advisors,LLC
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Bellevue Asset Management, Llc
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Kickstand Ventures, Llc.
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Endowment Wealth Management, Inc.
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Brighton Jones Llc
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Manuka Financial, LLC
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BlackRock Funds III - BlackRock LifePath Dynamic 2065 Fund Investor C Shares
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James J. Burns & Company, LLC
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Brown Wealth Management, Llc
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Evensky & Katz LLC
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Natixis Advisors, L.p.
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Fisher Asset Management, LLC
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Ritholtz Wealth Management
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NorthLanding Financial Partners, LLC
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Summit Wealth Group Llc / Co
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Tranquility Partners, LLC
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Keb Asset Management, Llc
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DRW Securities, LLC
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Garrett Investment Advisors LLC
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G2 Capital Management, Llc / Oh
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Unconventional Investor, LLC
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Goldman Sachs Group Inc
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Securian Asset Management, Inc
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
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Financial Advisory Service, Inc.
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Legacy Investment Solutions, LLC
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Fifth Third Securities, Inc.
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Retireful, LLC
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Cambridge Investment Research Advisors, Inc.
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Ameriflex Group, Inc.
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Maseco Llp
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Choate Investment Advisors
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First Hawaiian Bank
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Armor Investment Advisors, LLC
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Clarius Group, LLC
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Smartleaf Asset Management LLC
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National Wealth Management Group, LLC
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StoneX Group Inc.
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Traveka Wealth, LLC
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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Schrum Private Wealth Management LLC
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Baltimore-Washington Financial Advisors, Inc.
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Tranquilli Financial Advisor LLC
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Wealth Enhancement Advisory Services, Llc
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Pensionmark Financial Group, Llc
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Cordant, Inc.
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Bank of New York Mellon Corp
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Exchange Traded Concepts, Llc
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Arrow Financial Corp
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Citizens Financial Group Inc/ri
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Nixon Peabody Trust Co
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Farther Finance Advisors, LLC
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Axxcess Wealth Management, Llc
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K2 Financial Inc.
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Cypress Capital Group
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North Star Investment Management Corp.
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Premier Path Wealth Partners, LLC
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Bank Of Montreal /can/
|
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Litman Gregory Asset Management LLC
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Jane Street Group, Llc
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|
ITDB - iSHARES TRUST - iShares LifePath Target Date 2030 ETF
|
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Park Square Financial Group, LLC
|
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Klaas Financial Asset Advisors, LLC
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Simplicity Wealth,LLC
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Golden State Wealth Management, LLC
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Morgan Stanley
|
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Investors Research Corp
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Cwm, Llc
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SILVER OAK SECURITIES, Inc
|
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Tanager Wealth Management LLP
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C M Bidwell & Associates Ltd
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Kaufman Rossin Wealth, LLC
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Parallel Advisors, LLC
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TFC Financial Management
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Glenmede Investment Management, LP
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Leavell Investment Management, Inc.
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Aqr Capital Management Llc
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USA Financial Portformulas Corp
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|
AOK - iSHARES TRUST - iShares Core Conservative Allocation ETF
|
|
|
|
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|
Summit Wealth Partners, LLC
|
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|
|
|
|
LPVAX - BlackRock Funds III - BlackRock LifePath Dynamic 2055 Fund Investor A Shares
|
|
|
|
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|
Diversified Trust Co
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Olistico Wealth, LLC
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First Command Advisory Services, Inc.
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Beckerman Institutional, LLC
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Resonant Capital Advisors, LLC
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|
MAI Capital Management
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Regimen Wealth, Llc
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|
Colton Groome Financial Advisors, Llc
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|
Creative Financial Designs Inc /adv
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|
Rede Wealth, LLC
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|
Mayflower Financial Advisors, LLC
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|
Prudent Investors Network
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|
AAFCPAs Wealth Management, LLC
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|
Northwest Wealth Management, Llc
|
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|
GW&K Investment Management, LLC
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Gainplan LLC
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Relyea Zuckerberg Hanson LLC
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UMA Financial Services, Inc.
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Sigma Investment Counselors Inc
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LexAurum Advisors, LLC
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Susquehanna International Group, Llp
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Morling Financial Advisors, LLC
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Ronald Blue Trust, Inc.
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Human Investing LLC
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Aptus Capital Advisors, LLC
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|
Secure Asset Management, LLC
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Family Wealth Group, LLC
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|
Smith, Moore & Co.
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|
Parkwoods Wealth Partners, LLC
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|
Atlanta Consulting Group Advisors, LLC
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|
Capital Performance Advisors Llp
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|
Duncan Williams Asset Management, LLC
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|
N.E.W. Advisory Services LLC
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|
LJI Wealth Management, LLC
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|
Tactive Advisors, LLC
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|
Lakeridge Wealth Management LLC
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|
Peterson Wealth Advisors, LLC
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|
Poinciana Advisors Group, Llc
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|
|
|
ITDD - iSHARES TRUST - iShares LifePath Target Date 2040 ETF
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|
Rothschild Investment Llc
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Harbor Asset Planning, Inc.
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|
Integrity Alliance, Llc.
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Hallmark Capital Management Inc
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|
Whittier Trust Co
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|
Snowden Capital Advisors LLC
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|
Raymond James Financial Inc
|
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|
Tudor Financial Inc.
|
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|
Integrated Wealth Concepts LLC
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|
Fermata Advisors, LLC
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|
Global Retirement Partners, LLC
|
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|
Hemington Wealth Management
|
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|
JustInvest LLC
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|
Oak Root LLC
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|
Ancora Advisors, LLC
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|
IHT Wealth Management, LLC
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|
Citadel Advisors Llc
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|
Binnacle Investments Inc
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|
CarsonAllaria Wealth Management, Ltd.
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|
B.O.S.S. Retirement Advisors, LLC
|
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|
Kovitz Investment Group Partners, LLC
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|
Dravo Bay Llc
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|
Cornerstone Wealth Group, LLC
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|
|
Five Oceans Advisors
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|
Bensler, LLC
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|
Capital Asset Advisory Services LLC
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|
Capital Advisors, Ltd. LLC
|
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|
Gladstone Institutional Advisory LLC
|
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|
Strategies Wealth Advisors, LLC
|
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|
|
|
Friday Financial
|
|
|
|
|
|
Main Street Group, LTD
|
|
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|
|
|
Nemes Rush Group LLC
|
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|
|
|
|
Life Line Wealth Management Llc
|
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|
|
NorthRock Partners, LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
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|
RLGAX - FINANCIAL INVESTORS TRUST - RiverFront Asset Allocation Growth & Income Investor Shares
|
|
|
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
Steele Capital Management, Inc.
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|
Claris Advisors, Llc / Mo /
|
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|
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|
Sowell Financial Services LLC
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|
|
|
Allworth Financial LP
|
|
|
|
|
|
ITDE - iSHARES TRUST - iShares LifePath Target Date 2045 ETF
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Abound Wealth Management
|
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|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
rebel Financial LLC
|
|
|
|
|
|
Spire Wealth Management
|
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|
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|
|
Alesco Advisors Llc
|
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|
|
|
Private Trust Co Na
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
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|
F&V Capital Management, LLC
|
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|
Blume Capital Management, Inc.
|
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|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
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|
|
|
Frazier Financial Advisors, LLC
|
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|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
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|
|
|
|
Starr Indemnity & Liability Co
|
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|
|
|
|
Crewe Advisors LLC
|
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|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
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|
IFG Advisors, LLC
|
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|
Waypoint Wealth Partners Inc.
|
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|
Founders Financial Securities Llc
|
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|
Financial Gravity Companies, Inc.
|
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|
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|
Savant Capital, LLC
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|
Tudor Investment Corp Et Al
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|
Vise Technologies, Inc.
|
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|
CIBC Private Wealth Group, LLC
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|
Larson Financial Group LLC
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|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
ITDI - iSHARES TRUST - iShares LifePath Target Date 2065 ETF
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
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|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
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|
|
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|
Flow Traders U.s. Llc
|
|
|
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|
|
Verum Partners LLC
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|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
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|
|
BSW Wealth Partners
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|
Financial Synergies Wealth Advisors, Inc.
|
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|
|
|
|
Brady Martz Wealth Solutions, LLC
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|
Courier Capital Llc
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|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
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|
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|
|
Jackson Thornton Asset Management, Llc
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|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Riverview Trust Co
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|
Qube Research & Technologies Ltd
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|
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|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
ITDH - iSHARES TRUST - iShares LifePath Target Date 2060 ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
PFG Advisors
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|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
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|
Colony Group, LLC
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|
Avantax Advisory Services, Inc.
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|
Alps Advisors Inc
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|
HHM Wealth Advisors, LLC
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|
Williams & Novak, LLC
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|
Commonwealth Equity Services, Llc
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|
Signature Estate & Investment Advisors Llc
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|
Stifel Financial Corp
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|
Cerity Partners LLC
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|
Second Line Capital, LLC
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|
Heritage Investment Group, Inc.
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|
Transce3nd, LLC
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|
Keybank National Association/oh
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|
Quest 10 Wealth Builders, Inc.
|
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|
|
|
|
MCF Advisors LLC
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|
|
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|
Manufacturers Life Insurance Company, The
|
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|
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|
MBL Wealth, LLC
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|
Kraft Asset Management, Llc
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|
Garde Capital, Inc.
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|
Change Path, LLC
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|
Csenge Advisory Group
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|
Adviser Investments LLC
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|
Arbor Investment Advisors, LLC
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|
AdvisorNet Financial, Inc
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|
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|
Independent Wealth Network Inc.
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|
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|
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Wedmont Private Capital
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FDx Advisors, Inc.
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RMB Capital Management, LLC
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