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BankPlus Trust Department
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Aufman Associates Inc
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Compass Advisory Group LLC
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CIBC World Markets Inc.
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Mechanics Bank Trust Department
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Accurate Wealth Management, LLC
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SMI Advisory Services, LLC
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Frank, Rimerman Advisors LLC
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Asset Allocation & Management Company, LLC
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Costello Asset Management, INC
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Marino, Stram & Associates Llc
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GEM Asset Management, LLC
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Alliancebernstein L.p.
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Aspiriant, Llc
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Meritage Portfolio Management
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Wealthgarden F.s. Llc
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Congress Wealth Management LLC / DE /
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Legacy Wealth Asset Management, LLC
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Richards, Merrill & Peterson, Inc.
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tru Independence LLC
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Verdence Capital Advisors LLC
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All Terrain Financial Advisors, LLC
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DiMeo Schneider & Associates, L.L.C.
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WFA of San Diego, LLC
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MKT Advisors LLC
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Systelligence, LLC
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W Advisors, Llc
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Onyx Bridge Wealth Group LLC
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Nvwm, Llc
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MONECO Advisors, LLC
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Perigon Wealth Management, LLC
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Sunburst Financial Group, LLC
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Corrigan Financial, Inc.
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Litman Gregory Asset Management LLC
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Princeton Capital Management Llc
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Toroso Investments, LLC
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Bishop & Co Investment Management, LLC
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Buck Wealth Strategies, LLC
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Capital Performance Advisors Llp
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Trexquant Investment LP
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Plante Moran Financial Advisors, LLC
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Wingate Wealth Advisors, Inc.
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Smartleaf Asset Management LLC
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Wealth Management Partners, LLC
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Klingman & Associates, LLC
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Partners in Financial Planning
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Aureus Asset Management, LLC
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Regent Peak Wealth Advisors LLC
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Wealthspire Advisors, LLC
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Grant/GrossMendelsohn, LLC
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Royal Fund Management, LLC
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AAFMAA Wealth Management & Trust LLC
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Clarion Wealth Managment Partners, LLC
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Howard Bailey Securities, Llc
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Private Advisory Group LLC
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Madison Asset Management, LLC
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Heritage Trust Co
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RWM Asset Management, LLC
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Diversified Portfolios, Inc.
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Cary Street Partners Financial Llc
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Equitable Trust Co
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Hobbs Group Advisors, LLC
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Park Avenue Securities Llc
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Janney Capital Management LLC
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Holistic Planning, LLC
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Bbr Partners, Llc
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Oak Family Advisors, Llc
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Thrive Wealth Management, LLC
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Harwood Advisory Group, LLC
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Pfc Capital Group, Inc.
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Investments & Financial Planning, LLC
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Fundamentun, Llc
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Gradient Capital Advisors, LLC
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German American Bancorp, Inc.
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Welch & Forbes Llc
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CGC Financial Services, LLC
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Theory Financial Llc
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Arista Wealth Management, LLC
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Stephens Group Asset Management, Llc
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C M Bidwell & Associates Ltd
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J. Safra Sarasin Holding AG
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Harbor Investment Advisory, Llc
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Fairfield, Bush & Co.
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Orgel Wealth Management, LLC
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Safe Harbor Fiduciary, LLC
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Strategic Investment Solutions, Inc. /IL
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HF Advisory Group, LLC
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Resources Management Corp /ct/ /adv
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One Wealth Advisors, LLC
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Cape Cod Five Cents Savings Bank
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Brookstone Capital Management
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Guardian Wealth Advisors, Llc / Nc
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Galvin, Gaustad & Stein, LLC
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Covenant Asset Management, LLC
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Kozak & Associates, Inc.
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Red Door Wealth Management, LLC
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Canvas Wealth Advisors, LLC
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Bank Of Stockton
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Kraft Asset Management, Llc
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Northstar Advisory Group, LLC
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IFG Advisors, LLC
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Guardian Partners Inc.
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Dividend Asset Capital, Llc
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TFAGX - Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I
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Dynamic Advisor Solutions LLC
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Mayflower Financial Advisors, LLC
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Tenret Co LLC
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SwitchPoint Financial Planning, LLC
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Southland Equity Partners LLC
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Massachusetts Financial Services Co /ma/
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Cerity Partners LLC
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Laurel Wealth Planning LLC
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Motco
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EverSource Wealth Advisors, LLC
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Hoge Financial Services, Llc
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Glenview Trust Co
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Old Port Advisors
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Keener Financial Planning LLC
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Arlington Capital Management, Inc.
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Essex LLC
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Fortress Wealth Group, LLC
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Muirfield Wealth Advisors Llc
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Aviso Wealth Management
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Capital Investment Counsel, LLC
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Ironwood Investment Counsel, LLC
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Financial Council Asset Management Inc
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Financial Advisory Service, Inc.
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Citizens National Bank Trust Department
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Accent Capital Management, LLC
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Karpus Management, Inc.
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MBE Wealth Management, LLC
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Mountain Capital Investment Advisors, Inc
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Sagace Wealth Management LLC
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IMS Capital Management
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Kuhn & Co Investment Counsel
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Goelzer Investment Management, Inc.
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Gallacher Capital Management LLC
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McLean Asset Management Corp
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Lodestar Private Asset Management Llc
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Farmers & Merchants Investments Inc
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Hillcrest Wealth Advisors - NY, LLC
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RKL Wealth Management LLC
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Private Wealth Management Group, LLC
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Wynn Capital, LLC
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Fenimore Asset Management Inc
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International Assets Investment Management, Llc
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United Bank
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Beirne Wealth Consulting Services, LLC
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Towerpoint Wealth, LLC
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Leo Wealth, LLC
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Stifel Financial Corp
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Holos Integrated Wealth LLC
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Natixis Advisors, L.p.
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Huntleigh Advisors, Inc.
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Acorn Financial Advisory Services Inc /adv
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Foundation Wealth Management, LLC
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Condor Capital Management
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Corundum Group, Inc.
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Strid Group, LLC
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Bay Rivers Group
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Pinnacle Wealth Management Advisory Group, LLC
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Well Done, LLC
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Strategic Investment Advisors / MI
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Intergy Private Wealth, LLC
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Northwestern Mutual Wealth Management Co
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Montecito Bank & Trust
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HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
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Chapin Davis, Inc.
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Fiduciary Trust Co
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American Capital Advisory, LLC
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Brickley Wealth Management
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Elite Financial, Inc.
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Strategic Financial Partners, Ltd.
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Sage Financial Group Inc
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Arlington Trust Co LLC
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Sherman Asset Management, Inc.
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Pennsylvania Capital Management Inc /adv
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Adapt Wealth Advisors, Llc
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Sentinel Trust Co Lba
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Morton Brown Family Wealth, LLC
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Bank of New York Mellon Corp
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Dagco, Inc.
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Vantage Point Financial LLC
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Arthur M. Cohen & Associates, Llc
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Everpar Advisors Llc
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Silvercrest Asset Management Group Llc
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Cornerstone Wealth Group, LLC
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Mason Investment Advisory Services, Inc.
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Mount Yale Investment Advisors, LLC
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DiNuzzo Private Wealth, Inc.
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Red Tortoise LLC
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Creative Financial Designs Inc /adv
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Empirical Asset Management, LLC
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Parkside Financial Bank & Trust
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Kaydan Wealth Management, Inc.
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Ridgecrest Wealth Partners, Llc
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Mb, Levis & Associates, Llc
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WealthPlan Investment Management, LLC
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SFG Wealth Management, LLC.
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Abacus Planning Group, Inc.
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Accredited Investors Inc.
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Ballentine Partners, LLC
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Arcadia Wealth Management, Inc.
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Proffitt & Goodson Inc
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Cardiff Park Advisors, Llc
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Rockefeller Capital Management L.P.
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Stillwater Capital Advisors, LLC
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Beacon Wealthcare LLC
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Evernest Financial Advisors, LLC
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Everstar Asset Management, LLC
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Power Wealth Management Llc
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SageView Advisory Group, LLC
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Significant Wealth Partners LLC
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Victory Financial Group, Llc
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Security National Bank
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Prosperity Wealth Management, Inc.
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Guyasuta Investment Advisors Inc
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Liberty Wealth Management Llc
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Goldstone Financial Group, LLC
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Trilogy Capital Inc.
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Summit Wealth Group Llc / Co
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Apella Capital, LLC
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Per Stirling Capital Management, LLC.
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Cookson Peirce & Co Inc
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Trust Co of Tennessee
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Cannon Financial Strategists, Inc.
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UMA Financial Services, Inc.
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Titleist Asset Management, Llc
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Annex Advisory Services, LLC
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Brand Asset Management Group, Inc.
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HTG Investment Advisors, Inc.
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Financial Life Planners
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Price T Rowe Associates Inc /md/
|
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Activest Wealth Management
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UBS Group AG
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DAVENPORT & Co LLC
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Jordan Park Group LLC
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Forum Financial Management, LP
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Comerica Bank
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Ellis Investment Partners, LLC
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First Heartland Consultants, Inc.
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Norris Perne & French Llp/mi
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Laurel Wealth Advisors LLC
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First National Advisers, LLC
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Chemistry Wealth Management LLC
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Autumn Glory Partners, LLC
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Rehmann Capital Advisory Group
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Modern Wealth Management, LLC
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Keeler & Nadler Financial Planning & Wealth Management
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Beacon Financial Group
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Centricity Wealth Management, LLC
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Parkside Advisors LLC
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Walker Asset Management, LLC
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Community Bank, N.A.
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McGlone Suttner Wealth Management, Inc.
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Kimelman & Baird, LLC
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Magnolia Capital Advisors Llc
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Blair William & Co/il
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LVW Advisors, LLC
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Avenue 1 Advisors, LLC
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Grand Wealth Management, Llc
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Sky-mountain Capital Management, Inc.
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Waterloo Capital, L.P.
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RMG Wealth Management LLC
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King Luther Capital Management Corp
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Nwam Llc
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Landmark Wealth Management, Inc.
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KC Investment Advisors, LLC
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XML Financial, LLC
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Rollins Financial Advisors, LLC
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Wealthcare Capital Partners, LLC
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Estate Counselors, LLC
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Marks Wealth, LLC
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Pathway Financial Advisors LLC
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Tyche Wealth Partners LLC
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Meriwether Wealth & Planning, LLC
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Secure Asset Management, LLC
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Rather & Kittrell, Inc.
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Hurley Capital, LLC
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Sapient Capital Llc
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Focus Financial Network, Inc.
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Spears Abacus Advisors LLC
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Acropolis Investment Management, LLC
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JNBA Financial Advisors
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HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
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Cliftonlarsonallen Wealth Advisors, Llc
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Valmark Advisers, Inc.
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Myecfo, Llc
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SJS Investment Consulting Inc.
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JPL Wealth Management, LLC
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MidAtlantic Capital Management, Inc.
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Alta Wealth Advisors LLC
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Ogorek Anthony Joseph /ny/ /adv
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Prosperity Planning, Inc.
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Flagship Wealth Advisors, Llc
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Eqis Capital Management, Inc.
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Baker Tilly Financial, Llc
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Caldwell Securities, Inc
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Perkins Coie Trust Co
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Mosaic Family Wealth Partners, Llc
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Silver Oak Wealth Advisors Services, Llc
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|
Atlantic Union Bankshares Corp
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Braun-Bostich & Associates Inc.
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Strategic Equity Management
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ROSS\JOHNSON & Associates LLC
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SBI Securities Co., Ltd.
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Compass Planning Associates Inc
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IPG Investment Advisors LLC
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Advyzon Investment Management, LLC
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Fiduciary Family Office, Llc
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Rochester Wealth Strategies, LLC
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EVMLX - E-Valuator Funds Trust - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares
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Copia Wealth Management
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North Star Asset Management Inc
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Argentarii, LLC
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B.O.S.S. Retirement Advisors, LLC
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Kitching Partners, Llc
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Convergence Financial, LLC
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Smallwood Wealth Investment Management, LLC
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Centaurus Financial, Inc.
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Burney Co/
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FLP Wealth Management, LLC
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Wealth Preservation Advisors, LLC
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Ameriprise Financial Inc
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Arq Wealth Advisors, Llc
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Continuum Wealth Advisors, Llc
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Destination Wealth Management
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Guidance Capital, Inc
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Envestnet Asset Management Inc
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Savvy Advisors, Inc.
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Salus Financial Advisors, LLC
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WNY Asset Management, LLC
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Safeguard Financial, LLC
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TD Capital Management LLC
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Parker Financial LLC
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Integrity Wealth Solutions LLC
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Rockwood Wealth Management, LLC
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Woodside Wealth Management LLC
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Jackson, Grant Investment Advisers, Inc.
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Petra Financial Advisors Inc
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Atria Wealth Solutions, Inc.
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Glass Jacobson Investment Advisors llc
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Brighton Jones Llc
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Tocqueville Asset Management L.p.
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Comprehensive Financial Planning, Inc./PA
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Cardinal Strategic Wealth Guidance
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Quadrant Private Wealth Management, LLC
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Oak Wealth Advisors LLC
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Wolf Group Capital Advisors
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Lpwm Llc
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Jacobsen Capital Management
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Private Client Services, Llc
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Fourth Dimension Wealth, LLC
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Trevian Wealth Management LLC
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Alpine Woods Capital Investors, Llc
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Rsm Us Wealth Management Llc
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Mjp Associates Inc /adv
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Thrive Capital Management, LLC
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Cutler Investment Counsel Llc
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Rockline Wealth Management, LLC
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Visionary Wealth Advisors
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Oxinas Partners Wealth Management LLC
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Kanawha Capital Management Llc
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Integral Investment Advisors, Inc.
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Dynamic Wealth Strategies, LLC
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Ironsides Asset Advisors, LLC
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Lewis Asset Management, LLC
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Clear Creek Financial Management, LLC
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Next Level Wealth Planning, LLC
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Independent Solutions Wealth Management, LLC
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Berkeley Capital Partners, LLC
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BlackRock, Inc.
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Financial Synergies Wealth Advisors, Inc.
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Fidelity D & D Bancorp Inc
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Meeder Advisory Services, Inc.
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X-Square Capital, LLC
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New England Private Wealth Advisors LLC
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Clg Llc
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EVTTX - E-Valuator Funds Trust - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Insight Advisors, LLC/ PA
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Resolute Wealth Strategies, LLC
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Keybank National Association/oh
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Prevail Innovative Wealth Advisors, Llc
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Optima Capital Llc
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Tower Research Capital LLC (TRC)
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Hobart Private Capital, LLC
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Western Wealth Management, LLC
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Provenance Wealth Advisors, LLC
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Carnegie Capital Asset Management, LLC
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SkyOak Wealth, LLC
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Investment Advisory Group, LLC
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NorthRock Partners, LLC
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Clark Asset Management, LLC
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EFG Asset Management (Americas) Corp.
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Great Diamond Partners, LLC
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Bath Savings Trust Co
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Rinkey Investments
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Davidson Trust Co
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Deutsche Bank Ag\
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HBW Advisory Services LLC
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Curran Financial Partners, LLC
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Fullcircle Wealth Llc
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Elevate Wealth Advisory, Inc
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Quest 10 Wealth Builders, Inc.
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Tidemark, LLC
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TrueWealth Advisors, LLC
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Horan Capital Advisors, LLC.
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WP Advisors, LLC
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Old Point Trust & Financial Services N A
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Houlihan Financial Resource Group, Ltd.
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Assetmark, Inc
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Dana Investment Advisors, Inc.
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Spinnaker Investment Group, LLC
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JB Capital LLC
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Manufacturers Life Insurance Company, The
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Ullmann Financial Group, Inc.
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Adviser Investments LLC
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Royal Bank Of Canada
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LBJ Family Wealth Advisors, Ltd.
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Becker Capital Management Inc
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Wiley Bros.-aintree Capital, Llc
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Sei Investments Co
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Truist Financial Corp
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KG&L Capital Management,LLC
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Proathlete Wealth Management Llc
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Biltmore Family Office, LLC
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Wallace Hart LLC
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Aprio Wealth Management, LLC
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Mairs & Power Inc
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Ti-trust, Inc
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Battery Global Advisors, LLC
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EMC Capital Management
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Texas Capital Bank Wealth Management Services Inc
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WESPAC Advisors, LLC
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Stockman Wealth Management, Inc.
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Claro Advisors LLC
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Headinvest, Llc
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CPA Asset Management LLC
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Petix & Botte Co
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Platform Technology Partners
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Novem Group
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Phillips Financial Management, Llc
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Strategic Advocates LLC
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Boyd Watterson Asset Management Llc/oh
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American Financial & Tax Strategies Inc
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Crane Advisory, LLC
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Signature Estate & Investment Advisors Llc
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Sound View Wealth Advisors Group, LLC
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Stone House Investment Management, LLC
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Eldridge Investment Advisors, Inc.
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Prospera Financial Services Inc
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Aptus Capital Advisors, LLC
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Henrickson Nauta Wealth Advisors, Inc.
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Hancock Whitney Corp
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Scott & Selber, Inc.
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LexAurum Advisors, LLC
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Mathes Company, Inc.
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Ellevest, Inc.
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Oak Harbor Wealth Partners, Llc
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Divergent Planning, LLC
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Greenleaf Trust
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Golden Reserve Retirement LLC
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Wells Fargo & Company/mn
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Detalus Advisors, LLC
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Continuum Advisory, LLC
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Winthrop Capital Management, LLC
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Wilson & Boucher Capital Management, LLC
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Ring Mountain Capital, LLC
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Evermay Wealth Management Llc
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|
Synovus Financial Corp
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|
Absher Wealth Management, Llc
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|
Wealthfront Advisers Llc
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|
Transcend Wealth Collective, Llc
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|
waypoint wealth counsel
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Smith & Howard Wealth Management, LLC
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Qrg Capital Management, Inc.
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Bridgewater Advisors Inc.
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Marmo Financial Group, LLC
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FSA Wealth Management LLC
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Colonial Trust Co / SC
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Tyler-Stone Wealth Management
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Evergreen Wealth Management, LLC
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Martel Wealth Advisors Inc
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Frisch Financial Group, Inc.
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Warren Street Wealth Advisors, LLC
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Boston Family Office Llc
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Advisor Group Holdings, Inc.
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Kennicott Capital Management Llc
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Westfuller Advisors, LLC
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Fiduciary Financial Group, Llc
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WESPAC Advisors SoCal, LLC
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Kelly Financial Services LLC
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Allegheny Financial Group LTD
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Lynch Asset Management, Inc.
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Berger Financial Group, Inc
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Mercer Global Advisors Inc /adv
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Us Financial Advisors, Llc
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Orser Capital Management, Llc
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First PREMIER Bank
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Abbot Financial Management, Inc.
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Simplicity Wealth,LLC
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Quaker Wealth Management, LLC
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|
Brown Brothers Harriman & Co
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|
Firestone Capital Management
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|
Invst, LLC
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|
Amplius Wealth Advisors, LLC
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|
Waldron Private Wealth LLC
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|
Apollon Financial, LLC
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|
Change Path, LLC
|
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|
Encompass Wealth Advisors, Llc
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|
Northern Trust Corp
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|
Acorn Wealth Advisors, LLC
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Iron Horse Wealth Management, LLC
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American Money Management, LLC
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Kohmann Bosshard Financial Services, LLC
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Wolff Wiese Magana Llc
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Latko Wealth Management, Ltd.
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Prudent Man Investment Management, Inc.
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Joel Isaacson & Co., LLC
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|
Tiaa Trust, National Association
|
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|
|
|
|
EVAGX - E-Valuator Funds Trust - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares
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|
Peregrine Asset Advisers, Inc.
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|
Summit Investment Advisors, Inc.
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|
Jentner Corp
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|
Rise Advisors, LLC
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|
|
DecisionMap Wealth Management, LLC
|
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|
|
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|
Goepper Burkhardt LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
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|
Hengehold Capital Management Llc
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
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|
Rockport Wealth LLC
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|
Towneley Capital Management, Inc / DE
|
|
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|
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|
Total Investment Management Inc
|
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|
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|
Kentucky Trust Co
|
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|
Vista Wealth Management Group, LLC
|
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|
Transce3nd, LLC
|
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|
Emerald Advisors, LLC
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|
Exencial Wealth Advisors, Llc
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|
L.m. Kohn & Company
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|
Cura Wealth Advisors, Llc
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|
Ieq Capital, Llc
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|
|
National Bank Of Canada /fi/
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Fwl Investment Management, Llc
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VisionPoint Advisory Group, LLC
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|
SPC Financial, Inc.
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Columbia Asset Management
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Smith Chas P & Associates Pa Cpas
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|
Thompson Davis & Co., Inc.
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|
Shayne & Co., Llc
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Operose Advisors LLC
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|
Latitude Advisors, LLC
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|
O'Brien Wealth Partners LLC
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|
Transform Wealth, LLC
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|
Client 1st Advisory Group, Llc
|
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|
Navalign, LLC
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|
Impact Partnership Wealth, LLC
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|
Principle Wealth Partners Llc
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Washington Trust Bank
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Everhart Financial Group, Inc.
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Conservest Capital Advisors, Inc.
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4wealth Advisors, Inc.
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Winch Advisory Services, LLC
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|
TBFG - ETF Series Solutions - The Brinsmere Fund - Growth ETF
|
|
|
|
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|
Veracity Capital LLC
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|
|
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|
Worth Asset Management, LLC
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|
Osborne Partners Capital Management, Llc
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Annis Gardner Whiting Capital Advisors, LLC
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|
Geneos Wealth Management Inc.
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|
Sutton Place Investors Llc
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Alliance Wealth Management Group
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|
Investmark Advisory Group LLC
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|
Foundations Investment Advisors, LLC
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|
Tandem Capital Management Corp /adv
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|
Roof Eidam & Maycock/adv
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|
|
|
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|
Bernardo Wealth Planning LLC
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|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A)
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
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|
|
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|
Ibex Wealth Advisors
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|
|
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|
Solstein Capital, LLC
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|
BKD Wealth Advisors, LLC
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|
DDFG, Inc
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|
Brady Martz Wealth Solutions, LLC
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|
Strategies Wealth Advisors, LLC
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|
REAP Financial Group, LLC
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|
Global Trust Asset Management, LLC
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|
Redwood Financial Network Corp
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|
Shared Vision Wealth Group LLC
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|
M Wealth Management, LLC
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|
Johnson Investment Counsel Inc
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|
Dorsey & Whitney Trust CO LLC
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|
Boston Private Wealth Llc
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|
James J. Burns & Company, LLC
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|
One Charles Private Wealth Services, LLC
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|
Marshall & Sullivan Inc /wa/
|
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|
Alexis Investment Partners, LLC
|
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|
Bell Bank
|
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|
Dakota Community Bank & Trust NA
|
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|
Wagner Wealth Management, Llc
|
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|
Monticello Wealth Management, Llc
|
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|
Wedbush Securities Inc
|
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Advanced Asset Management Advisors Inc
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Tobias Financial Advisors, Inc.
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Inspire Advisors, LLC
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Verus Capital Partners, Llc
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Orion Capital Management LLC
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Oak Asset Management, LLC
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Security Financial Services, INC.
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XRLX - FundX Investment Trust - FundX Conservative ETF
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EP Wealth Advisors, Inc.
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Apollon Wealth Management, LLC
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Susquehanna International Group, Llp
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Opulen Financial Group LLC
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Crews Bank & Trust
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Krilogy Financial LLC
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Brian Low Financial Group, Llc
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Delta Financial Group, Inc.
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Yarger Wealth Strategies, Llc
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Ciovacco Capital Management LLC
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Seneschal Advisors, LLC
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Buckingham Strategic Partners
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Lindbrook Capital, Llc
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SYM FINANCIAL Corp
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Advisory Services Network, LLC
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CSM Advisors, LLC
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Bleakley Financial Group, LLC
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Croban
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Bell Investment Advisors, Inc
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Quantinno Capital Management LP
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Sentinel Pension Advisors Inc
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Redhawk Wealth Advisors, Inc.
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Balanced Rock Investment Advisor
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BCJ Capital Management, LLC
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David Wealth Management LLC
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Ruggaard & Associates LLC
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Park National Corp /oh/
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Smithfield Trust Co
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Ferguson Shapiro LLC
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Running Point Capital Advisors, LLC
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ORG Wealth Partners, LLC
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Gill Capital Partners, Llc
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KPP Advisory Services LLC
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Peoples Financial Services Corp.
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Red Lighthouse Investment Management, Llc
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Permanens Capital L.P.
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DHJJ Financial Advisors, Ltd.
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McAlister, Sweet & Associates, Inc.
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AF Advisors, Inc.
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Smith, Moore & Co.
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Regions Financial Corp
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Strategic Blueprint, LLC
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Droms Strauss Advisors Inc /mo/ /adv
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Fund Evaluation Group, LLC
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Keystone Wealth Services, LLC
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Marquette Asset Management, LLC
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Alteri Wealth LLC
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West Financial Advisors, LLC
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Cascades Capital Asset Management, LLC
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Badgley Phelps Wealth Managers, LLC
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Fragasso Group Inc.
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Congress Asset Management Co /ma
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JDM Financial Group LLC
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GM Advisory Group, Inc.
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Capital Investment Services of America, Inc.
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Manuka Financial, LLC
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Wrapmanager Inc
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WASHINGTON TRUST Co
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FSM Wealth Advisors, LLC
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Douglass Winthrop Advisors, LLC
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Spinnaker Trust
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Eastern Bank
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Proactive Wealth Strategies LLC
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SOA Wealth Advisors, LLC.
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1 North Wealth Services Llc
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Heritage Wealth Advisors
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Moss Adams Wealth Advisors LLC
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Foresight Capital Management Advisors, Inc.
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Vivaldi Capital Management, LLC
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Ronald Blue Trust, Inc.
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Taylor Financial Group, Inc.
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Vantage Financial Partners, LLC
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Accretive Wealth Partners, LLC
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Helium Advisors LLC
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Van Den Berg Management I, Inc
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InvesTrust
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Latigo Investments, LLC
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Evolution Advisers, Inc.
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MorganRosel Wealth Management, LLC
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Sage Financial Management Group, Inc.
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Tradition Wealth Management, LLC
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Chase Investment Counsel Corp
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Sensible Money, LLC
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Intrua Financial, LLC
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TFB Advisors LLC
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Mengis Capital Management, Inc.
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Market Street Wealth Management Advisors Llc
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Wealth Effects Llc
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Duncker Streett & Co Inc
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Shepherd Financial Partners LLC
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Creative Planning
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N.E.W. Advisory Services LLC
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O'shaughnessy Asset Management, Llc
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Allen Investment Management LLC
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Facet Wealth, Inc.
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Sage Mountain Advisors LLC
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Truepoint, Inc.
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Glenmede Trust Co Na
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Brown Miller Wealth Management, LLC
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TCTC Holdings, LLC
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Chevy Chase Trust Holdings, Inc.
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NFP Retirement, Inc.
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Lvm Capital Management Ltd/mi
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Coastline Trust Co
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Diversify Wealth Management, Llc
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Financial Gravity Companies, Inc.
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U.S. Capital Wealth Advisors, LLC
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Phoenix Wealth Advisors
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Stephenson & Company, Inc.
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Golden State Wealth Management, LLC
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Tectonic Advisors Llc
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SP Asset Management LLC
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Snider Financial Group
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Lincoln Capital LLC
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Capital Investment Counsel, Inc
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Register Financial Advisors LLC
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Evergreen Advisors, LLC
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Westshore Wealth, LLC
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American National Bank
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AlphaStar Capital Management, LLC
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EnRich Financial Partners LLC
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Gries Financial Llc
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Aaron Wealth Advisors LLC
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Capital Planning Advisors, LLC
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Pure Portfolios Holdings Llc
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ICONIQ Capital, LLC
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Fortis Capital Management LLC
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Flower City Capital
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Pettyjohn, Wood & White, Inc
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Kovack Advisors, Inc.
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Narus Financial Partners, LLC
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Good Life Advisors, LLC
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Angeles Wealth Management, Llc
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Rolek Wealth Management LLC
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NWF Advisory Services Inc.
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Mark Sheptoff Financial Planning, Llc
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Beaumont Financial Advisors, LLC
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Checchi Capital Advisers, LLC
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IVC Wealth Advisors LLC
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Alpha Financial Partners, LLC
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Apex Wealth Management, LLC
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Novak & Powell Financial Services, Inc.
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Zacks Investment Management
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Bowman & Co S.C.
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American Financial Advisors, LLC
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Peachtree Investment Partners, LLC
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Independence Bank of Kentucky
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Ballast, Inc.
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Norden Group Llc
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Pflug Koory, LLC
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Equitable Holdings, Inc.
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Community Financial Services Group, LLC
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Hurlow Wealth Management Group, Inc.
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Dougherty Wealth Advisers LLC
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Fort Washington Investment Advisors Inc /oh/
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LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
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Camarda Financial Advisors, LLC
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Beese Fulmer Investment Management, Inc.
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Marshall Financial Group Inc /adv
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Granite FO LLC
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Mcdonald Partners Llc
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RMB Capital Management, LLC
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AlphaCore Capital LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Clarity Capital Advisors, LLC
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Midland Wealth Advisors Llc
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Summit Financial Strategies, Inc.
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LVZ Advisors, Inc.
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Strategic Financial Services, Inc,
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Northwest Financial Advisors
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Stephens Consulting, LLC
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Enclave Advisors LLC
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Foster Dykema Cabot & Partners, Llc
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Delta Capital Management Llc
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Fifth Third Securities, Inc.
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Rosenberg Matthew Hamilton
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Avestar Capital, LLC
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Larson Financial Group LLC
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Foronjy Financial Llc
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Boreal Capital Management LLC
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Pandora Wealth, Inc.
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Catalyst Financial Partners Llc
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MeadowBrook Investment Advisors LLC
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Capital Planning LLC
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Elwood & Goetz Wealth Advisory Group, LLC
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Watts Gwilliam & Co., LLC
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My Personal CFO, LLC
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Nautilus Advisors LLC
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Veridan Wealth LLC
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Brown Wealth Management, Llc
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Park Capital Management, LLC / WI
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Lgl Partners, Llc
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Associated Banc-corp
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Advisor OS, LLC
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Verum Partners LLC
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Monetary Management Group Inc
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Beacon Investment Advisory Services, Inc.
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Northstar Asset Management Llc
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Luminist Capital LLC
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Unified Investment Management
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Robinson Smith Wealth Advisors Llc
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First Command Advisory Services, Inc.
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Maseco Llp
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Legacy Wealth Management, Inc
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Spire Wealth Management
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Synergy Financial Management, LLC
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Winthrop Advisory Group LLC
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Lane & Associates LLC
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Perfromance Wealth Partners, LLC
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Security National Bank Of Sioux City Iowa /ia/
|
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Northwest Capital Management Inc
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Pine Harbor Wealth Management, LLC
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Quadcap Wealth Management, LLC
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Maripau Wealth Management Llc
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Northwest Wealth Management, Llc
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Landaas & Co /wi /adv
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Endowment Wealth Management, Inc.
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Baring Financial LLC
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IFG Advisory, LLC
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Keystone Financial Group, Inc.
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Gilman Hill Asset Management, LLC
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Scott Capital Advisors, LLC
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Nova Wealth Management, Inc.
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Princeton Global Asset Management LLC
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Post Resch Tallon Group Inc.
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Ironwood Financial, llc
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Silicon Valley Capital Partners
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D. E. Shaw & Co., Inc.
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Bellevue Asset Management, Llc
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Del-Sette Capital Management, LLC
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Headlands Technologies LLC
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Brass Tax Wealth Management, Inc
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One Day In July LLC
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Signal Advisors Wealth, LLC
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Farther Finance Advisors, LLC
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Voisard Asset Management Group, Inc.
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WealthTrust Axiom LLC
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Stonebridge Financial Planning Group, LLC
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Financial Insights, Inc.
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Avantax Planning Partners, Inc.
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TCI Wealth Advisors, Inc.
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Werba Rubin Papier Wealth Management
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Park Square Financial Group, LLC
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MEMBERS Trust Co
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Weitzel Financial Services, Inc.
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Crescent Grove Advisors, LLC
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Venturi Wealth Management, LLC
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NorthLanding Financial Partners, LLC
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Evoke Wealth, Llc
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Blue Rock Wealth Management LLC
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World Equity Group, Inc.
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Barnes Wealth Management Group, Inc
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Snowden Capital Advisors LLC
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Columbus Macro, LLC
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AIMZ Investment Advisors, LLC
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New England Capital Financial Advisors LLC
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Grove Bank & Trust
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Keel Point, LLC
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Charles Schwab Investment Management Inc
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Stonebrook Private Inc.
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Eagle Rock Investment Company, Llc
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Willis Johnson & Associates, Inc.
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Spurstone Advisory Services, LLC
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Lido Advisors, LLC
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Miracle Mile Advisors, LLC
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Next Level Private LLC
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Ancora Advisors, LLC
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Paragon Advisors, LLC
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First Bancorp, Inc /ME/
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Disciplined Investors, L.L.C.
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Meridian Wealth Management, LLC
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rebel Financial LLC
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Gateway Wealth Partners, LLC
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Round Rock Advisors, LLC
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Hirtle Callaghan & Co LLC
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Signet Financial Management, Llc
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Financial Management Network Inc
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Clarendon Private LLC
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Ferguson Wellman Capital Management, Inc
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Empire Financial Management Company, LLC
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Saxony Capital Management, LLC
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MJT & Associates Financial Advisory Group, Inc.
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Fonville Wealth Management LLC
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Gladwyn Financial Advisors, Inc.
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Godsey & Gibb Associates
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Hallmark Capital Management Inc
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Chilton Investment Co Llc
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May Barnhard Investments LLC
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Iron Financial, LLC
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Kesler, Norman & Wride, LLC
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Paragon Private Wealth Management, LLC
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Integrated Capital Management, LLC
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Putnam Fl Investment Management Co
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Richardson Financial Services Inc.
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Citadel Advisors Llc
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Confluence Wealth Services, Inc.
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Mpwm Advisory Solutions, Llc
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Manchester Capital Management LLC
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XNAV - FundX Investment Trust - FundX Aggressive ETF
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Matrix Private Capital Group Llc
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Sterling Financial Planning, Inc.
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Hamilton Point Investment Advisors, LLC
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Innova Wealth Partners
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Syntegra Private Wealth Group, LLC
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Independent Advisor Alliance
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Barrett & Company, Inc.
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Advance Capital Management, Inc.
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First National Corp /ma/ /adv
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Sentinus, LLC
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Capital Management Associates, Inc
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Berkshire Money Management, Inc.
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Financial Engines Advisors L.L.C.
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LGT Financial Advisors LLC
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Retirement Guys Formula Llc
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Kilter Group LLC
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Archford Capital Strategies, LLC
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Legacy Private Trust Co.
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Collaborative Wealth Managment Inc.
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Lake Street Financial Llc
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Sandy Spring Bank
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Penserra Capital Management LLC
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APCM Wealth Management for Individuals
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Westside Investment Management, Inc.
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Colonial River Wealth Management, LLC
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JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A)
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Journey Advisory Group, LLC
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Great Point Wealth Advisors, LLC
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Bernard Wealth Management Corp.
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Clearwater Capital Advisors, LLC
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Kavar Capital Partners Group, Llc
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Leeward Financial Partners, LLC
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Icon Wealth Advisors, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class
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Moseley Investment Management Inc
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Horizon Family Wealth, Inc.
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Barnes Pettey Financial Advisors, Llc
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CWS Financial Advisors, LLC
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Maple Capital Management, Inc.
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R. W. Roge & Company, Inc.
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North Star Investment Management Corp.
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Baron Financial Group, LLC
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J.w. Cole Advisors, Inc.
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BIP Wealth, LLC
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180 Wealth Advisors, Llc
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Tenon Financial LLC
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Choate Investment Advisors
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Binnacle Investments Inc
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Tidal Trust II - Tactical Advantage ETF
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Kane Investment Management, Inc.
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Safeguard Investment Advisory Group, LLC
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First National Bank Of Omaha
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Rathbone Brothers plc
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Avantax Advisory Services, Inc.
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Camden Capital, LLC
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Mkd Wealth Coaches, Llc
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Brinker Capital Investments, LLC
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PrairieView Partners, LLC
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King Wealth
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Chesapeake Wealth Management
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Flagship Private Wealth, LLC
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Financial Advocates Investment Management
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Redwood Park Advisors LLC
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Team Financial Group, LLC
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JFG Wealth Management, LLC
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Cambridge Associates Llc /ma/ /adv
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Define Financial, Llc
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Libra Wealth Llc
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GHP Investment Advisors, Inc.
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AlTi Global, Inc.
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West Paces Advisors Inc.
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First Foundation Advisors
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MY Wealth Management Inc.
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Harbor Asset Planning, Inc.
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Tanglewood Legacy Advisors, LLC
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Foguth Wealth Management, LLC.
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Warwick Investment Management, Inc.
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Zhang Financial LLC
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Caliber Wealth Management, LLC / KS
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jvl associates llc
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Sheaff Brock Investment Advisors, LLC
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Laraway Financial Inc
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Fidelis Capital Partners, LLC
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Ashton Thomas Securities, Llc
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Toronto Dominion Bank
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Integris Wealth Management, LLC
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Fulton Bank, N.a.
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Kestra Investment Management, LLC
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StoneX Group Inc.
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Cornerstone Advisors Asset Management, Inc
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Sandbox Financial Partners, LLC
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Schulz Wealth, LTD.
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CI Private Wealth, LLC
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Quadrant Capital Group Llc
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Foster Group, Inc.
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Monument Group Wealth Advisors, LLC
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Wells Trecaso Financial Group, LLC
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Panoramic Investment Advisors, Llc
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Claudia M.p. Batlle, Crp (r) Llc
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Trinity Financial Advisors LLC
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McCarthy & Cox
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Consolidated Portfolio Review Corp
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ARS Wealth Advisors Group, LLC
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Journey Strategic Wealth Llc
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Astra Wealth Partners LLC
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Win Advisors, Inc
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Sonata Capital Group Inc
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Stonegate Investment Group, LLC
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Clark Capital Management Group, Inc.
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Trust Point Inc.
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Gerber Kawasaki Wealth & Investment Management
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Foster Victor Wealth Advisors, LLC
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FDx Advisors, Inc.
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Hickory Asset Management, Inc.
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Moors & Cabot, Inc.
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Financial Alternatives, Inc
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Sierra Ocean, Llc
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Compass Investment Advisers LLC
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Richard W. Paul & Associates, LLC
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Boyd Wealth Management, LLC
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YHB Investment Advisors, Inc.
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Fee-Only Financial Planning, L.C.
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VestGen Advisors, LLC
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Pinney & Scofield, Inc.
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Mutual Advisors, LLC
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HighTower Advisors, LLC
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Columbia River Financial Group, LLC
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Quartz Partners, LLC
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Byrne Asset Management LLC
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|
Sabal Trust CO
|
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|
Oxler Private Wealth LLC
|
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|
Steel Peak Wealth Management LLC
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|
Semus Wealth Partners LLC
|
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|
Whittier Trust Co Of Nevada Inc
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Alaethes Wealth LLC
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Hantz Financial Services, Inc.
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Mainstay Capital Management Llc /adv
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Jefferies Financial Group Inc.
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Sulzberger Capital Advisors, Inc.
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Trust Co Of Virginia /va
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Revolve Wealth Partners, LLC
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Petredis Investment Advisors Llc
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Anchor Investment Management, LLC
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Kathleen S. Wright Associates Inc.
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Leavell Investment Management, Inc.
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BOS Asset Management, LLC
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Greenspring Advisors, LLC
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Armis Advisers, LLC
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Colony Family Offices, LLC
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Missouri Trust & Investment Co
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Rps Advisory Solutions Llc
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Principal Securities, Inc.
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Alpha Financial Advisors, LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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|
Aspen Grove Capital, LLC
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|
Venture Visionary Partners LLC
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|
Daymark Wealth Partners, Llc
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|
Bfsg, Llc
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|
XCOR - FundX Investment Trust - FundX ETF
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|
Global Wealth Management, LLC
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Tritonpoint Wealth, Llc
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Vista Private Wealth Partners. LLC
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Nicholas Hoffman & Company, LLC.
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Magnus Financial Group LLC
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American Investment Services, Inc.
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Horan Securities, Inc.
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Sightline Wealth Advisors, LLC
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Carson Advisory Inc.
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Advisors Capital Management, LLC
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Oppenheimer & Co Inc
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Twin City Private Wealth, Llc
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Northwest Bancshares, Inc.
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ETFCX - North Square Investments Trust - North Square Tactical Growth Fund Class C
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Herold Advisors, Inc.
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Nabity-Jensen Investment Management Inc
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Hartland & Co., LLC
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Wesbanco Bank Inc
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Patten & Patten Inc/tn
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Garde Capital, Inc.
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Hanover Advisors Inc
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Taylor Hoffman Capital Management LLC
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|
OneAscent Financial Services LLC
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|
Gotham Asset Management, LLC
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|
Jpmorgan Chase & Co
|
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|
Benjamin Edwards Inc
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|
Asset Dedication, LLC
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|
Freestone Capital Holdings, LLC
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|
Whitaker-Myers Wealth Managers, LTD.
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Axis Wealth Partners, LLC
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PDS Planning, Inc
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Pacifica Partners Inc.
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Dentgroup LLC
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Haverford Trust Co
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Sofos Investments, Inc.
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Fort Point Capital Partners LLC
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Stonebridge Financial Group, LLC
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Christensen, King & Associates Investment Services, Inc.
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Sequoia Financial Advisors, LLC
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Marshall & Sterling Wealth Advisors Inc.
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Cassaday & Co Wealth Management LLC
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Wealth Quarterback LLC
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|
Evolution Wealth Management Inc.
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|
Bradley & Co. Private Wealth Management, LLC
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Prime Capital Investment Advisors, LLC
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|
Quad-Cities Investment Group, LLC
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|
Michels Family Financial, LLC
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Gibbs Wealth Management
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Cornell Pochily Investment Advisors, Inc.
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|
Legacy Financial Group LLC
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Team Hewins, LLC
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|
Powell Investment Advisors, LLC
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
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|
Mosaic Financial Group, Llc
|
|
|
|
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|
Captrust Financial Advisors
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|
|
|
|
|
Ingalls & Snyder Llc
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|
|
|
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|
MA Private Wealth
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Bull Oak Capital, LLC
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My Purposeful Wealth Corp.
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|
DeDora Capital, Inc.
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New Millennium Group LLC
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|
Trust Co
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|
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|
Martin Worley Group
|
|
|
|
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|
Falcon Wealth Planning
|
|
|
|
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|
Wealth Architects, LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
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|
Foundation Wealth Management, LLC\PA
|
|
|
|
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|
Money Concepts Capital Corp
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|
|
|
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|
Kearns & Associates LLC
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Wisconsin Wealth Advisors, LLC
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Sanibel Captiva Trust Company, Inc.
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Jamison Private Wealth Management, Inc.
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Luken Investment Analytics, LLC
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Noesis Capital Mangement Corp
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|
Wells Financial Advisors INC
|
|
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|
Jackson Thornton Asset Management, Llc
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|
|
|
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|
Avion Wealth
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|
|
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|
Bouchey Financial Group Ltd
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|
Williams Jones Wealth Management, LLC.
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|
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|
Vanguard Group Inc
|
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|
Vaughan David Investments Inc/il
|
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|
Focused Wealth Management, Inc
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|
Intellus Advisors LLC
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|
Wealthquest Corp
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|
|
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|
Schnieders Capital Management Llc
|
|
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|
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|
Perissos Private Wealth Management, LLC
|
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|
|
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|
Janney Montgomery Scott LLC
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Wall Street Access Asset Management, LLC
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Traction Financial Partners, LLC
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Rakuten Securities, Inc.
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Pekin Hardy Strauss, Inc.
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Hohimer Wealth Management, Llc
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IMPACTfolio, LLC
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BridgePort Financial Solutions, LLC
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Atlantic Trust, LLC
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Jacobi Capital Management LLC
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Widmann Financial Services, Inc.
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|
Outlook Wealth Advisors, LLC
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High Net Worth Advisory Group LLC
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May Hill Capital, LLC
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Mariner, LLC
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Asset Management Group, Inc.
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XY Planning Network, Inc.
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Howard Wealth Management, Llc
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LifePlan Investment Advisors, Inc.
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Wambolt & Associates, LLC
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
|
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|
Lansing Street Advisors
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|
White Lighthouse Investment Management Inc.
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|
Stratos Wealth Partners, LTD.
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Armstrong Advisory Group, Inc
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Edgestream Partners, L.P.
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Vista Capital Partners, Inc.
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Sunbelt Securities, Inc.
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Cape Investment Advisory, Inc.
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Moisand Fitzgerald Tamayo, LLC
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Country Trust Bank
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Smith Thornton Advisors LLC
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SRS Capital Advisors, Inc.
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Atomi Financial Group, Inc.
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Christopher J. Hasenberg, Inc
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Allianz Se
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|
CWA Asset Management Group, LLC
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Canandaigua National Bank & Trust Co
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|
Stegner Investment Associates Inc.
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SMART Wealth LLC
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MSH Capital Advisors LLC
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Sovereign Financial Group, Inc.
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Renaissance Technologies Llc
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Simon Quick Advisors, Llc
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TPG Financial Advisors, LLC
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Evergreen Capital Management Llc
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Tortoise Investment Management, LLC
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Weinberger Asset Management, Inc
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Thompson Investment Management, Inc.
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Atlas Wealth LLC
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Rfg Holdings, Inc.
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Patten Group, Inc.
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Bangor Savings Bank
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Riggs Asset Managment Co. Inc.
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Bokf, Na
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Sharp Financial Services, LLC
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Umb Bank N A/mo
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Opinicus Capital, Inc.
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Madison Wealth Partners, Inc
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Patriot Financial Group Insurance Agency, LLC
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Beacon Capital Management, LLC
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Slagle Financial, LLC
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Benin Management CORP
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Financial Futures Ltd Liability Co.
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Root Financial Partners, LLC
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Angeles Investment Advisors, LLC
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Gemmer Asset Management LLC
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Tcfg Wealth Management, Llc
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Oversea-Chinese Banking CORP Ltd
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Dover Advisors, Llc
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JMG Financial Group, Ltd.
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Pullen Investment Management, LLC
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Jennison Associates Llc
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Bay Capital Advisors, LLC
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Beacon Financial Planning, Inc
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Integrity Investment Advisors, LLC
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First Manhattan Co
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Dopkins Wealth Management, Llc
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Colony Group, LLC
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SRGAX - 360 Funds - Stringer Growth Fund Class A Shares
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Tounjian Advisory Partners, Llc
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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FF Advisors,LLC
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Cascade Financial Partners, LLC
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City National Bank Of Florida /msd
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Aua Capital Management, Llc
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Waller Financial Planning Group, Inc
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Summit Wealth & Retirement Planning, Inc.
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McCarthy Grittinger Financial Group, LLC
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Brown Advisory Inc
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Cascade Investment Group, Inc.
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Polen Capital Management Llc
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Glassman Wealth Services
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Lee Danner & Bass Inc
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First National Trust Co
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Rice Partnership, LLC
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Stratos Wealth Advisors, LLC
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Planning Directions Inc
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Cosner Financial Group, LLC
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Noble Family Wealth, LLC
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Vantagepoint Investment Advisers Llc
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Calamos Wealth Management LLC
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Newman Dignan & Sheerar, Inc.
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Cranbrook Wealth Management, LLC
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Motiv8 Investments LLC
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Bessemer Group Inc
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Cornerstone Wealth Management, LLC
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NDAA - Tidal Trust III - Ned Davis Research 360 Dynamic Allocation ETF
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EPG Wealth Management LLC
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White Knight Strategic Wealth Advisors, LLC
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Carr Financial Group Corp
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Annandale Capital, LLC
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Coordinated Financial Services, Inc.
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Sterling Investment Advisors, Ltd.
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RAM Investment Partners, LLC
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Ballast Advisors Llc
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TFC Financial Management
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Zions Bancorporation, National Association /ut/
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Skopos Labs, Inc.
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Fairscale Capital, LLC
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Beaird Harris Wealth Management, LLC
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HFND - Tidal ETF Trust - Unlimited HFND Multi-Strategy Return Tracker ETF
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Horizon Investments, LLC
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Rezny Wealth Management, Inc.
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Meridian Wealth Partners, LLC
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Indiana Trust & Investment Management CO
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Community Bank of Raymore
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Thomasville National Bank
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D'Orazio & Associates, Inc.
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Bravias Capital Group, LLC
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Sax Wealth Advisors, Llc
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Aspire Private Capital, LLC
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Concurrent Investment Advisors, LLC
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K2 Financial Inc.
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Sound Income Strategies, LLC
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Moneywise, Inc.
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HighMark Wealth Management LLC
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Westwood Holdings Group Inc
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Garden State Investment Advisory Services LLC
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GenTrust, LLC
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Ausdal Financial Partners, Inc.
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Traveka Wealth, LLC
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Gen-Wealth Partners Inc
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Mogy Joel R Investment Counsel Inc
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Sentinel Wealth Management, Inc.
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Atria Investments Llc
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Silverlake Wealth Management Llc
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Physician Wealth Solutions Inc.
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Carmel Capital Partners, LLC
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MAI Capital Management
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Total Clarity Wealth Management, Inc.
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ZEGA Investments, LLC
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Ted Buchan & Co
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Stokes Family Office, LLC
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Vance Wealth, Inc.
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Td Private Client Wealth Llc
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Keystone Financial Group
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Valley National Advisers Inc
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Wolff Financial Management Llc
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Nicolet Bankshares Inc
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MCF Advisors LLC
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Grandview Asset Management LLC
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Mascagni Wealth Management, Inc.
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LaFleur & Godfrey LLC
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Sandy Cove Advisors, LLC
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Cora Capital Advisors Llc
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Insigneo Advisory Services, Llc
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Bonfire Financial
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Curated Wealth Partners LLC
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Gwn Securities Inc.
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Relyea Zuckerberg Hanson LLC
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Wbh Advisory Inc
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Blue Bell Private Wealth Management, Llc
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FLC Capital Advisors
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GWM Advisors LLC
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Parr Mcknight Wealth Management Group, Llc
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Seeds Investor Llc
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First American Trust, Fsb
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GoalVest Advisory LLC
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Nadler Financial Group, Inc.
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Pineridge Advisors LLC
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Russell Investments Group, Ltd.
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Coastal Bridge Advisors, LLC
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Magnolia Private Wealth, LLC
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Capital Wealth Management, Llc
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TCG Advisory Services, LLC
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ProVise Management Group, LLC
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Raab & Moskowitz Asset Management LLC
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M3 Advisory Group, LLC
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Infinity Wealth Counsel, LLC
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Kraft, Davis & Associates, LLC
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Valtinson Bruner Financial Planning LLC
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Perennial Investment Advisors, LLC
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Stephens Inc /ar/
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Fmr Llc
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Smith Anglin Financial, LLC
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Finward Bancorp
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Pittenger & Anderson Inc
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Roxbury Financial LLC
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Us Bancorp \de\
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Sather Financial Group Inc
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Agate Pass Investment Management, LLC
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Argent Trust Co
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SC&H Financial Advisors, Inc.
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Easterly Investment Partners Llc
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Silver Coast Investments LLC
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Ark & Tlk Investments, Llc
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Stone Point Wealth LLC
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Nilsine Partners, LLC
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Willner & Heller, Llc
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Fiduciary Group LLC
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City State Bank
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Union Savings Bank
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Planned Solutions, Inc.
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Bank of New Hampshire
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Baird Financial Group, Inc.
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ABLE Financial Group, LLC
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Private Wealth Asset Management, LLC
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CIBC Private Wealth Group, LLC
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Howe & Rusling Inc
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FourThought Financial Partners, LLC
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Peapack Gladstone Financial Corp
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Gradient Investments LLC
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Defined Wealth Management, Llc
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Vermillion & White Wealth Management Group, LLC
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Traynor Capital Management, Inc.
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Atwood & Palmer Inc
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Blackston Financial Advisory Group, LLC
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Prosperity Consulting Group, LLC
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Tradewinds Capital Management, LLC
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Orin Green Financial, LLC
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Truvestments Capital Llc
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Primoris Wealth Advisors, Llc
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Jane Street Group, Llc
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Wealth Group Ltd
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Sachetta, LLC
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Harmony Asset Management Llc
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Milestone Asset Management, Llc
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Viawealth, Llc
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Seacrest Wealth Management, Llc
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Strategic Financial Concepts, LLC
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Lincoln National Corp
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Lbmc Investment Advisors, Llc
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Strategic Wealth Designers
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Exchange Traded Concepts, Llc
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ORILX - North Square Investments Trust - NORTH SQUARE MULTI STRATEGY FUND CLASS A
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Cedar Mountain Advisors, LLC
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CFS Investment Advisory Services, LLC
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Pacific Financial Group Inc
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Kfg Wealth Management, Llc
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Innovative Wealth Building LLC
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JGP Wealth Management, LLC
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Eclectic Associates Inc /adv
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Arrow Investment Advisors, LLC
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GW&K Investment Management, LLC
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Safir Wealth Advisors, LLC
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Alley Investment Management Company, LLC
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Laffer Investments
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Tide Cove Capital Partners LLC
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Cypress Capital Management LLC (WY)
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Family Wealth Group, LLC
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Mesirow Financial Investment Management, Inc.
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GSG Advisors LLC
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Clarius Group, LLC
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PAX Financial Group, LLC
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First International Bank & Trust
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Integrity Financial Corp /WA
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Tower View Investment Management & Research LLC
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Kelman-Lazarov, Inc.
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Heritage Financial Services, LLC
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Tanager Wealth Management LLP
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Weatherly Asset Management L. P.
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Tsfg, Llc
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NorthCrest Asset Manangement, LLC
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DecisionPoint Financial, LLC
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Kensington Asset Management, LLC
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Kmg Fiduciary Partners, Llc
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Sequent Planning LLC
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Fermata Advisors, LLC
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Arcus Capital Partners, LLC
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Aspiring Ventures, LLC
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Washington Trust Advisors, Inc.
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Wood Tarver Financial Group, LLC
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AE Wealth Management LLC
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Financial Security Advisor, Inc.
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Old National Bancorp /in/
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Retirement Income Solutions, Inc
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Segment Wealth Management, LLC
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Fiduciary Advisors, Inc.
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Briaud Financial Planning, Inc
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United Advisor Group, LLC
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Cahill Financial Advisors Inc
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NewEdge Wealth, LLC
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Van Hulzen Asset Management, LLC
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Financial Life Advisors
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Horizon Bancorp Inc /in/
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Rothschild Investment Llc
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Eastover Investment Advisors LLC
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Cypress Financial Planning Llc
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Philip James Wealth Mangement, LLC
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Wedmont Private Capital
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Cable Hill Partners, LLC
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Summit Financial Wealth Advisors, LLC
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Cathy Pareto & Associates, Inc
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Madison Park Capital Advisors, LLC
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First United Bank Trust/
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Windsor Capital Management, LLC
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Whipplewood Advisors, LLC
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Lebenthal Global Advisors, LLC
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Financial Network Wealth Management LLC
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West Oak Capital, LLC
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Patriot Investment Management Inc.
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Etesian Wealth Advisors, Inc.
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Fortress Financial Group, Llc
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Total Wealth Planning, Llc
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Albion Financial Group /ut
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Cornerstone Wealth Advisors, Inc.
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CBM Financial, LLC
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Heritage Wealth Management, Inc.
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Wealthbridge Capital Management, Llc
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TD Waterhouse Canada Inc.
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Joseph Group Capital Management
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Swp Financial Llc
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Curio Wealth, Llc
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Citigroup Inc
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Aries Wealth Management
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Insight Inv LLC
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Strategic Family Wealth Counselors, L.L.C.
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Riverview Trust Co
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Pacific Center for Financial Services
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Pallas Capital Advisors LLC
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Simmons Bank
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Melfa Wealth Management, Llc
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KilterHowling LLC
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BTC Capital Management, Inc.
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Opes Wealth Management LLC
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Loomis Sayles & Co L P
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Harbour Capital Advisors, LLC
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Nottingham Advisors, Inc.
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Fusion Capital, LLC
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Rowland & Co Investment Counsel/adv
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TOWER TRUST & INVESTMENT Co
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Verde Capital Management
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Family CFO Inc
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Freedom Financial Partners LLC
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Ameriflex Group, Inc.
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Mowery & Schoenfeld Wealth Management, LLC
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Bridgewealth Advisory Group, LLC
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Marco Investment Management Llc
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Csenge Advisory Group
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TBFC - ETF Series Solutions - The Brinsmere Fund - Conservative ETF
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Strategic Wealth Partners, Ltd.
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Hoxton Planning & Management, LLC
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Waterford Advisors, LLC
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Fort Sheridan Advisors Llc
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Parker Investment Management, LLC
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Cladis Investment Advisory, LLC
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Private Capital Management, LLC
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DDD Partners, LLC
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Financial Management Professionals, Inc.
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Twin Focus Capital Partners, Llc
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Legend Financial Advisors, Inc.
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Silver Oak Advisory Group, Inc.
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Cornerstone Advisory, LLC
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Williamson Legacy Group, LLC
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Yoder Wealth Management, Inc.
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Birchcreek Wealth Management, LLC
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LJI Wealth Management, LLC
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Brookwood Investment Group LLC
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Fortress Private Ledger, Llc
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Net Worth Advisory Group
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MidWestOne Financial Group, Inc.
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Rebalance, Llc
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ACGRX - NEIMAN FUNDS - Advisors Capital Growth Fund
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Narwhal Capital Management
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Fusion Family Wealth LLC
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Trustmark National Bank Trust Department
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Cobblestone Capital Advisors Llc /ny/
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Montag A & Associates Inc
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Raymond James Financial Inc
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Morris Financial Concepts, Inc.
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Rs Crum Inc.
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Alpha Omega Wealth Management LLC
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Fortis Capital Advisors, LLC
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Cornerstone Management, Inc.
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Bogart Wealth, LLC
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Garrett Wealth Advisory Group, LLC
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BKM Wealth Management, LLC
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Greenhouse Wealth Management, LLC
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Integrity Alliance, Llc.
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JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A)
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Wealth Dimensions Group, Ltd.
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Level Four Advisory Services, Llc
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Accredited Wealth Management, LLC
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Harbour Trust & Investment Management Co
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Agf Management Ltd
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Tilson Financial Group, Inc.
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B&D White Capital Company, LLC
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TFG Advisers LLC
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Compass Capital Corp /ma/ /adv
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First Pacific Financial
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Fairview Capital Investment Management, Llc
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Midwest Capital Advisors, LLC
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Gilliland Jeter Wealth Management LLC
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Seneca Financial Advisors LLC
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Portland Global Advisors LLC
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Uptown Financial Advisors LLC
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Cantor Fitzgerald Investment Adviser L.p.
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Founders Grove Wealth Partners, Llc
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Oak Root LLC
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Oxbow Advisors, LLC
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SOL Capital Management CO
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
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Hilltop National Bank
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BRYN MAWR TRUST Co
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Whittier Trust Co
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Single Point Partners, LLC
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Gleason Group, Inc.
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49 Wealth Management, Llc
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Arete Wealth Advisors, LLC
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SK Wealth Management, LLC
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Kingswood Wealth Advisors, Llc
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Oak Hill Wealth Advisors, Llc
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Addison Advisors LLC
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HHM Wealth Advisors, LLC
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Hoey Investments, Inc
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Harbour Investment Management Llc
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FOCUS Wealth Advisors, LLC
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Charles Schwab Trust Co
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Advantage Trust Co
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Hilltop Holdings Inc.
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Cooper Financial Group
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Jones Financial Companies Lllp
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Central Pacific Bank - Trust Division
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Balentine LLC
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Chaney Capital Management, Inc.
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Athena Investment Management
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Milestone Asset Management Group, LLC
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Wealthcare Advisory Partners LLC
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Rossmore Private Capital
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Elevation Capital Advisory, LLC
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High Falls Advisors, Inc
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Talisman Wealth Advisors LLC
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Envestnet Portfolio Solutions, Inc.
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Clear Harbor Asset Management, LLC
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Webster Bank, N. A.
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Capital Advantage, Inc.
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Hazlett, Burt & Watson, Inc.
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Soltis Investment Advisors LLC
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Emerald Investment Partners, Llc
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Arrowroot Family Office, LLC
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TriaGen Wealth Management LLC
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one8zero8, LLC
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Capital Investment Advisory Services, LLC
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Empower Advisory Group, LLC
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Tme Financial, Inc.
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BluePointe Capital Management, LLC
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Fiduciary Alliance LLC
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Atlas Capital Advisors Llc
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Avant Capital LLC
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Creekside Partners
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Schiavi & Co LLC
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Cheviot Value Management, LLC
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Private Trust Co Na
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Sierra Summit Advisors Llc
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GFG Capital, LLC
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Dravo Bay Llc
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J Hagan Capital, Inc.
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Consolidated Planning Corp
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St Germain D J Co Inc
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AllSquare Wealth Management LLC
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Mason & Associates, LLC
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Rossby Financial, LCC
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Kingstone Capital Partners Texas, LLC
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Mystic Asset Management, Inc.
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Wellspring Financial Advisors, LLC
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Roble, Belko & Company, Inc
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Nicolet Advisory Services, Llc
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Alesco Advisors Llc
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EdgeRock Capital LLC
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Sittner & Nelson, Llc
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Rialto Wealth Management, LLC
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Keudell/Morrison Wealth Management
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Campbell Deegan Wealth Management, LLC
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Koshinski Asset Management, Inc.
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DMKC Advisory Services, LLC
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Summit Financial, LLC
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Apriem Advisors
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Buttonwood Financial Advisors Inc.
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Gutierrez Wealth Advisory, LLC
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Certus Wealth Management, LLC
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Abacus Wealth Partners, LLC
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Hill Island Financial Llc
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Ambassador Advisors, LLC
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HBK Sorce Advisory LLC
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Forefront Analytics, LLC
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Bay Harbor Wealth Management, LLC
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Olistico Wealth, LLC
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Shoker Investment Counsel, Inc.
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Wind River Trust Co
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Minichmacgregor Wealth Management, Llc
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Thoroughbred Financial Services, Llc
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Birnam Oak Advisors, LP
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AEGON USA Investment Management, LLC
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Bank Of America Corp /de/
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Colton Groome Financial Advisors, Llc
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Gw Henssler & Associates Ltd
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Dunhill Financial, LLC
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Mason & Associates Inc
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Country Club Bank /gfn
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Accel Wealth Management
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Greystone Financial Group, LLC
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Syverson Strege & Co
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Carl P. Sherr & Co., LLC
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Security National Bank Of So Dak
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Bristlecone Advisors, LLC
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Absolute Capital Management, LLC
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Taylor & Morgan Wealth Management, LLC
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CAPROCK Group, Inc.
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Holderness Investments Co
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Spectrum Wealth Counsel, LLC
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Versant Capital Management, Inc
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Northeast Financial Consultants Inc
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Milestone Investment Advisors LLC
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FC Advisory LLC
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Oxford Financial Group Ltd
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Kendall Capital Management
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Diversify Advisory Services, LLC
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Smith, Salley & Associates
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Edmond De Rothschild Holding S.a.
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Bank of Jackson Hole Trust
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Americana Partners, LLC
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Florida Financial Advisors, Llc
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Sterling Group Wealth Management, LLC
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JT Stratford LLC
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Everett Harris & Co /ca/
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City Holding Co
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First Community Trust Na
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First Interstate Bank
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Acas, Llc
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Strive Asset Management, LLC
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Bridges Investment Management Inc
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Blueprint Investment Partners LLC
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Prairie Sky Financial Group LLC
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Capital Analysts, Inc.
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Capital Asset Advisory Services LLC
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TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
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Ethos Financial Group, LLC
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Kwmg, Llc
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Nixon Peabody Trust Co
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NWK Group, Inc.
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Andrew Hill Investment Advisors, Inc.
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Cumberland Advisors Inc
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Carnegie Lake Advisors LLC
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Walter & Keenan Financial Consulting Co /mi/ /adv
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Matisse Capital
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Apexium Financial, Lp
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Geometric Wealth Advisors
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CoreCap Advisors, LLC
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Sonora Investment Management Group, LLC
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Bear Mountain Capital, Inc.
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Heartwood Wealth Advisors LLC
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Journey Beyond Wealth, LLC
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Wealth Advisors of Iowa, LLC
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Wellington Management Group Llp
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Shorepoint Capital Partners LLC
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Fulcrum Capital LLC
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StoneCrest Wealth Management, Inc.
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IAG Wealth Partners, LLC
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Capital A Wealth Management, LLC
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Gables Capital Management Inc.
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Prosperity Financial Group, Inc.
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S.A. Mason LLC
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Providence Capital Advisors, LLC
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Probity Advisors, Inc.
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National Wealth Management Group, LLC
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RDA Financial Network
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Oak Harvest Investment Services
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Anfield Capital Management, LLC
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Wealth Advisors Northwest LLC
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Eaton-Cambridge Inc.
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Financial Perspectives, Inc
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Mather Group, Llc.
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Financial Freedom, LLC
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Flywheel Private Wealth LLC
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
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Resources Investment Advisors, LLC.
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Great Valley Advisor Group, Inc.
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Legacy Investment Solutions, LLC
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Independent Wealth Network Inc.
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Hanlon Investment Management, Inc.
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Dakota Wealth Management
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Vident Advisory, LLC
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Cambridge Investment Research Advisors, Inc.
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Penobscot Wealth Management
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Grimes & Company, Inc.
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Naples Global Advisors, Llc
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IHT Wealth Management, LLC
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Pin Oak Investment Advisors Inc
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Ashton Thomas Private Wealth, LLC
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Triad Wealth Partners, LLC
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GEN Financial Management, INC.
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Global Financial Private Client, LLC
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Bradley Foster & Sargent Inc/ct
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TRUE Private Wealth Advisors
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Affinity Capital Advisors, LLC
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Riverview Capital Advisers, LLC
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Horizon Financial Services, Llc
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Wetherby Asset Management Inc
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1st Source Bank
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Ptm Wealth Management, Llc
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Encompass More Asset Management
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Vision Financial Markets Llc
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Kirtland Hills Capital Management, Llc
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Newbridge Financial Services Group, Inc.
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Vermillion Wealth Management, Inc.
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River Wealth Advisors LLC
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Citizens Financial Group Inc/ri
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True North Advisors, LLC
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Fairway Wealth LLC
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Cwm, Llc
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Midwest Trust Co
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United Capital Financial Advisers, Llc
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CFO4Life Group, LLC
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Aqr Capital Management Llc
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LPL Financial LLC
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Mv Capital Management, Inc.
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Oakworth Capital, Inc.
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Dogwood Wealth Management LLC
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Retirement Planning Co of New England, Inc.
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Ritholtz Wealth Management
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Alpha Cubed Investments, LLC
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Gallagher Fiduciary Advisors, LLC
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Elevated Capital Advisors, LLC
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Neuberger Berman Group LLC
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Regal Investment Advisors LLC
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Delos Wealth Advisors, LLC
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Seven Mile Advisory
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Mayfair Advisory Group, LLC
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Jaffetilchin Investment Partners, LLC
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Staley Capital Advisers Inc
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Investment Partners Asset Management, Inc.
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Pathstone Holdings, LLC
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Select Asset Management & Trust
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MBM Wealth Consultants, LLC
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Pointe Capital Management LLC
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Symmetry Partners, LLC
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RoundAngle Advisors LLC
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Trifecta Capital Advisors, LLC
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Gamco Investors, Inc. Et Al
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Pasadena Private Wealth, LLC
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CV Advisors LLC
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Chicago Capital, LLC
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Meridian Wealth Advisors, LLC
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Mechanics Financial Corp
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Farmers National Bank
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Level Wealth Management LLC
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Elevatus Welath Management
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Semmax Financial Advisors Inc.
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Iams Wealth Management, Llc
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|
Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R
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Spreng Capital Management, Inc.
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Fifth Third Bancorp
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MTC Wealth Management LLC
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Private Advisor Group, LLC
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Marks Group Wealth Management, Inc
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Frazier Financial Advisors, LLC
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Riversedge Advisors, Llc
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Key FInancial Inc
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GAMMA Investing LLC
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Helen Stephens Group, LLC
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HB Wealth Management, LLC
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Pure Financial Advisors, Inc.
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Glenmede Investment Management, LP
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Sterling Wealth Management, Inc.
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SigFig Wealth Management, LLC
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M&t Bank Corp
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Burns J W & Co Inc/ny
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Belpointe Asset Management LLC
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Sterling Capital Management LLC
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West Bancorporation Inc
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Flagship Harbor Advisors, Llc
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McDonough Capital Management, Inc
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HCR Wealth Advisors
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Fingerlakes Wealth Management, Inc.
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Lazari Capital Management, Inc.
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Front Row Advisors LLC
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Axim Planning & Wealth
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Clarus Wealth Advisors
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Leelyn Smith, LLC
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Sharper & Granite LLC
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EVGLX - E-Valuator Funds Trust - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares
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Dominguez Wealth Management Solutions, Inc.
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Concord Wealth Partners
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Legacy Financial Group, Inc.
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BlueStem Wealth Partners, LLC
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Sepio Capital, LP
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Linscomb & Williams, Inc.
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Arvest Investments, Inc.
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Twin Lakes Capital Management, LLC
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Axxcess Wealth Management, Llc
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Mainsail Asset Management, Llc
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Morangie Management LLC
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Collective Family Office Llc
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Weaver Consulting Group
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Forte Capital Llc /adv
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Clark Financial Services Group Inc /bd
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Acorn Creek Capital Llc
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Kestra Private Wealth Services, Llc
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25 Llc
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Octavia Wealth Advisors, LLC
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Johnson Financial Group, Inc.
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Adirondack Trust Co
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Obsidian Personal Planning Solutions LLC
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Idaho Trust Bank
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Wellington Capital Management, Inc.
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Newton One Investments LLC
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Kure Advisory, LLC
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Nemes Rush Group LLC
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Meridian Financial Partners LLC
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Tribridge Partners Financial LLC
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OCIO - ETF Series Solutions - ClearShares OCIO ETF
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First Citizens Bank & Trust Co
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Topsail Wealth Management, LLC
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Catalyst Private Wealth, Llc
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Kovitz Investment Group Partners, LLC
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Rainey & Randall Investment Management Inc.
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Shepherd Kaplan Krochuk, Llc
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Viewpoint Capital Management LLC
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Maia Wealth LLC
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Jackson Hole Capital Partners, LLC
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RiverFront Investment Group, LLC
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Gilbert & Cook, Inc.
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Investors Research Corp
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Second Line Capital, LLC
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Park Place Capital Corp
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Plancorp, LLC
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REDW Wealth LLC
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Ameritas Advisory Services, LLC
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GFS Advisors, LLC
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Optimum Investment Advisors
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Plan Group Financial, LLC
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FineMark National Bank & Trust
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Juncture Wealth Strategies, Llc
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Patton Albertson Miller Group, Llc
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Osterweis Capital Management Inc
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Genesis Private Wealth, Llc
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Ipsen Advisor Group LLC
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Advocate Group Llc
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Schaper Benz & Wise Investment Counsel Inc/wi
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Bensler, LLC
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EVCLX - E-Valuator Funds Trust - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares
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Capital Advisors Wealth Management, LLC
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Great Lakes Advisors, Llc
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Founders Capital Management
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Morgan Stanley
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Soundwatch Capital LLC
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Peterson Wealth Services
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LifeGoal Wealth Advisors
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Blue Chip Partners, Inc.
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Prospera Capital Management, LLC
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Beacon Pointe Advisors, LLC
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Hershey Financial Advisers, LLC
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Indie Asset Partners, LLC
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Atticus Wealth Management, Llc
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Mill Creek Capital Advisors, LLC
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Lynx Investment Advisory
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Minot DeBlois Advisors LLC
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Nordwand Advisors, LLC
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Burkett Financial Services, Llc
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North Ridge Wealth Advisors, Inc.
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Tarbox Family Office, Inc.
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Connecticut Wealth Management, LLC
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Cascade Wealth Advisors, Inc
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Global Retirement Partners, LLC
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SNS Financial Group, LLC
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Waterfront Wealth Inc.
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Hanson & Doremus Investment Management
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Nations Financial Group Inc, /ia/ /adv
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Cherry Tree Wealth Management, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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Golden Road Advisors Llc
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Goldstein Advisors, LLC
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Bank Of Hawaii
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Inspirion Wealth Advisors, Llc
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Waddell & Associates, Llc
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GenWealth Group, Inc.
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Ewa, Llc
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Wealth Watch Advisors, INC
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Liberty Square Wealth Partners Llc
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Wealthstream Advisors, Inc.
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G&S Capital LLC
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Garrett Investment Advisors LLC
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Essential Planning, LLC.
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Farrell Financial LLC
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Appleton Partners Inc/ma
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SCS Capital Management LLC
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Inscription Capital, LLC
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Fountainhead AM, LLC
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UNIVEST FINANCIAL Corp
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AMG National Trust Bank
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Fortis Group Advisors, LLC
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Cresset Asset Management, LLC
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Stephen J. Garry & Associates, Llc
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Camelot Portfolios, LLC
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BancFirst Trust & Investment Management
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Painted Porch Advisors LLC
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Breakwater Investment Management
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Signature Securities Group Corporation
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Essex Financial Services, Inc.
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Victory Capital Management Inc
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Hopwood Financial Services, Inc.
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Busey Wealth Management
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Clare Market Investments LLC
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Motive Wealth Advisors
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Mustard Seed Financial, LLC
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Nicholson Meyer Capital Management, Inc.
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Crown Wealth Group, LLC
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Townsend Asset Management Corp /nc/ /adv
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Retirement Wealth Solutions LLC
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Mitchell Mcleod Pugh & Williams Inc
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Potomac Fund Management Inc /adv
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BCS Wealth Management
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JustInvest LLC
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Donaldson Capital Management, Llc
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Able Wealth Management LLC
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Diversified Enterprises, LLC
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Old Second National Bank Of Aurora
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Hm Payson & Co
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High Note Wealth, LLC
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Lantz Financial LLC
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Jump Financial, LLC
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Heritage Investment Group, Inc.
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Cullen/frost Bankers, Inc.
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Atlas Legacy Advisors, LLC
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Corepath Wealth Partners Llc
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Evanson Asset Management, LLC
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VeraBank, N.A.
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Planning Alternatives Ltd /adv
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LRI Investments, LLC
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Signature Resources Capital Management, LLC
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Warren Averett Asset Management, LLC
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Stordahl Capital Management, Inc.
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Schechter Investment Advisors, LLC
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Walkner Condon Financial Advisors LLC
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Founders Financial Securities Llc
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CHICAGO TRUST Co NA
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Crewe Advisors LLC
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Pinnacle Financial Group, LLC / IL
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RHS Financial, LLC
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Lloyd Advisory Services, LLC.
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Capital Group Private Client Services, Inc.
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Gentry Private Wealth, Llc
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Bank Of Montreal /can/
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Maridea Wealth Management LLC
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Global Wealth Management Investment Advisory, Inc.
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David J Yvars Group
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Future Fund LLC
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Mml Investors Services, Llc
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Pinnacle Associates Ltd
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Zullo Investment Group, Inc.
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Vertex Planning Partners, LLC
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Joseph P. Lucia & Associates, LLC
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Cohen Klingenstein LLC
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Opal Wealth Advisors, LLC
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DT Investment Partners, LLC
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Five Pine Wealth Management
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Long Island Wealth Management, Inc.
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Sigma Investment Counselors Inc
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SILVER OAK SECURITIES, Inc
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Frontier Asset Management, LLC
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Savant Capital, LLC
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Precision Wealth Strategies, LLC
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Procyon Private Wealth Partners, LLC
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Sigma Planning Corp
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Highland Capital Management, Llc
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Spectrum Asset Management, Inc. (NB/CA)
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Wealthstar Advisors, Llc
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Coastal Investment Advisors, Inc.
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Fielder Capital Group LLC
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Carret Asset Management, Llc
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We Are One Seven, LLC
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Bordeaux Wealth Advisors LLC
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|
Brio Consultants, LLC
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|
Roman Butler Fullerton & Co
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First Bank & Trust
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Blue Edge Capital, LLC
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Richardson Capital Management LLC
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Bragg Financial Advisors, Inc
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Members Wealth Llc
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Archer Investment Corp
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Stonehearth Capital Management, LLC
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Accredited Investor Services, Llc
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Lyell Wealth Management, Lp
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Halbert Hargrove Global Advisors, Llc
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Sonoma Private Wealth LLC
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Blue Zone Wealth Advisors, LLC
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Modera Wealth Management, LLC
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O'ROURKE & COMPANY, Inc
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TruNorth Capital Management, LLC
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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|
Ulland Investment Advisors, LLC
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ACALX - NEIMAN FUNDS - Advisors Capital Active All Cap Fund
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M. Kraus & Co
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J. W. Coons Advisors, LLC
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Delap Wealth Advisory, Llc
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Evolution Wealth Advisors, LLC
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American Trust
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Summit X, LLC
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Retirement Investment Advisors, Inc.
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Hemington Wealth Management
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RVW Wealth, LLC
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Lokken Investment Group LLC
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Coldstream Capital Management Inc
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Certified Advisory Corp
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M.e. Allison & Co., Inc.
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SilverOak Wealth Management LLC
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Evercore Wealth Management, LLC
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Catalytic Wealth RIA, LLC
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TFR Capital, LLC.
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Nikulski Financial, Inc.
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Lumbard & Kellner, LLC
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Bailard, Inc.
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|
New Hampshire Trust
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Westmount Partners, LLC
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First Financial Corp /in/
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Bedel Financial Consulting, Inc.
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|
Chris Bulman Inc
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Coppell Advisory Solutions LLC
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|
MPS Loria Financial Planners, LLC
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|
Aire Advisors, Llc
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|
First County Bank /CT/
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|
Abound Wealth Management
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|
Compass Financial Group, INC/SD
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|
Arcadia Investment Advisors Llc
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|
Victrix Investment Advisors
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Ritter Daniher Financial Advisory LLC / DE
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Camelot Technology Advisors, Inc.
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|
Fjell Capital, LLC
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Retirement Planning Group
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|
Financiere des Professionnels - Fonds d,investissement inc.
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Crestwood Advisors Group LLC
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Van Cleef Asset Management,Inc
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Texas Yale Capital Corp.
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Truefg, Llc
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Glen Eagle Advisors, LLC
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Unique Wealth, Llc
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WealthTrak Capital Management LLC
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|
Bey-Douglas LLC
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|
Arcadia Wealth Management, LLC
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Capstone Wealth Management Group, Llc
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Baker Avenue Asset Management, LP
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Everest Management Corp.
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Mirae Asset Global Investments Co., Ltd.
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Naviter Wealth, LLC
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Sfmg, Llc
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Southern Capital Advisors, Llc
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|
L & S Advisors Inc
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|
HORAN Wealth, LLC
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MTM Investment Management, LLC
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|
Trademark Financial Management, LLC
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|
Strait & Sound Wealth Management LLC
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|
Main Street Group, LTD
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|
PKS Advisory Services, LLC
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Prepared Retirement Institute LLC
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Lowe Brockenbrough & Co Inc
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Robertson Stephens Wealth Management, LLC
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Invictus Private Wealth, Llc
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Valley Financial Group, Inc.
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Maryland Capital Advisors Inc.
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Grange Capital, LLC
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Integrated Advisors Network LLC
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Twin Tree Management, LP
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Von Berge Wealth Management Group, LLC
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Avondale Wealth Management
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Archetype Wealth Partners
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Huntington National Bank
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MGO Private Wealth, LLC
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Stock Yards Bank & Trust Co
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McIlrath & Eck, LLC
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Center For Asset Management LLC
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Forbes Financial Planning, Inc.
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Barclays Plc
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Barnes Dennig Private Wealth Management LLC
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Altiora Financial Group, LLC
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North Forty Two & Co.
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Coston, McIsaac & Partners
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Boston Trust Walden Corp
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Coordinated Financial Services, Inc./CO
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D.B. Root & Company, LLC
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Fairman Group, LLC
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Integrated Wealth Concepts LLC
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Davis R M Inc
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Financial Advisory Partners, Llc
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Pensionmark Financial Group, Llc
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Stuart Chaussee & Associates, Inc.
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Cohen Investment Advisors LLC
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Sagespring Wealth Partners, Llc
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Field & Main Bank
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Chilton Capital Management Llc
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CarsonAllaria Wealth Management, Ltd.
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Howard Capital Management Inc.
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Quotient Wealth Partners, LLC
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Putney Financial Group LLC
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McAdam, LLC
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Tempus Wealth Planning, LLC
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Traphagen Investment Advisors Llc
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East Coast Asset Management, LLC.
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Twele Capital Management, Inc.
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Salem Investment Counselors Inc
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Allen Capital Group, LLC
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Ally Invest Advisors Inc.
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MOKAN Wealth Management Inc.
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Mayport, Llc
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HFG Wealth Management, LLC
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Grey Fox Wealth Advisors, LLC
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NCM Capital Management, LLC
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Gladstone Institutional Advisory LLC
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Cambridge Capital Management, Llc
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Nbc Securities, Inc.
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Parsons Capital Management Inc/ri
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Pinnacle Family Advisors, LLC
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Stonekeep Investments, LLC
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Sfm, Llc
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QTR Family Wealth, LLC
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Orleans Capital Management Corp/la
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Taylor, Cottrill, Erickson & Associates, Inc.
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Seek First Inc.
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Goodwin Investment Advisory
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Moment Partners, LLC
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Planwiser Financial, Llc
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Clarity Financial LLC
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Shira Ridge Wealth Management
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Signaturefd, Llc
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Wealth Alliance Advisory Group, LLC
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Investor's Fiduciary Advisor Network, LLC
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Beacon Bridge Wealth Partners, LLC
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Prostatis Group LLC
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Balboa Wealth Partners
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Clarity Wealth Development LLC
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Mission Wealth Management, Lp
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Pacific Sage Partners, LLC
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Allworth Financial LP
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FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
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Trust Co Of Vermont
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Johnson Financial Group, LLC
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360 Financial, Inc.
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Tompkins Financial Corp
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Valley Forge Investment Consultants Inc Adv
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Steward Partners Investment Advisory, Llc
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Fisher Asset Management, LLC
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Spirepoint Private Client, Llc
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Yeomans Consulting Group, Inc.
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Obermeyer Wood Investment Counsel, Lllp
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Breakwater Capital Group
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Colonial Trust Advisors
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Diversified Trust Co
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LaSalle St. Investment Advisors, LLC
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Mission Creek Capital Partners, Inc.
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Summit Trail Advisors, Llc
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Capital Advisors Inc/ok
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Moser Wealth Advisors, LLC
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Salomon & Ludwin, LLC
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Y.D. More Investments Ltd
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Charter Oak Capital Management, LLC
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KFA Private Wealth Group, LLC
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Prospect Financial Services LLC
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Allen Mooney & Barnes Investment Advisors LLC
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Vise Technologies, Inc.
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Keebeck Wealth Management, LLC
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Channel Wealth Llc
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Creekmur Asset Management LLC
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Cypress Wealth Services, LLC
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Anderson Hoagland & Co
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Cascade Investment Advisors, Inc.
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Umpqua Bank
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Northstar Group, Inc.
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GPS Wealth Strategies Group, LLC
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Vicus Capital
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Scotia Capital Inc.
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Jeppson Wealth Management, Llc
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Cypress Point Wealth Management, LLC
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LifeSteps Financial, Inc.
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Compass Ion Advisors, LLC
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Pillar Financial Advisors, LLC
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Full Sail Capital, LLC
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Hubbell Strickland Wealth Management, LLC
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Ascent Group, LLC
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Concorde Asset Management, LLC
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Integrated Investment Consultants, LLC
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Orion Portfolio Solutions, LLC
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Woodmont Investment Counsel Llc
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NorthStar Asset Management LLC /NJ/
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Calton & Associates, Inc.
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Brave Asset Management Inc
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Wescott Financial Advisory Group, LLC
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Beacon Financial Advisory LLC
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Institute for Wealth Management, LLC.
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Lmcg Investments, Llc
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Commerce Bank
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Insight Wealth Strategies, LLC
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Eagle Bay Advisors LLC
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Summit Investment Advisory Services, LLC
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Hollencrest Capital Management
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Continental Investors Services, Inc.
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Pachira Investments Inc.
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Cannon Wealth Management Services, LLC
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Hiley Hunt Wealth Management
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Triangle Securities Wealth Management
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Thrivent Financial For Lutherans
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Ellsworth Advisors, LLC
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Yelin Lapidot Holdings Management Ltd.
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WealthCare Investment Partners, LLC
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Marcum Wealth, LLC
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Harbor Group, Inc.
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Maltin Wealth Management, Inc.
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Passive Capital Management, LLC.
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Summit Global Investments
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Cardinal Point Capital Management, ULC
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Watershed Private Wealth Llc
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Stage Harbor Financial, Llc
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Rodgers & Associates, LTD
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Morton Capital Management LLC/CA
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Blankinship & Foster, LLC
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RFG Advisory, LLC
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Verity Asset Management, Inc.
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KAGCX - Managed Portfolio Series - Kensington Dynamic Growth Fund Class C Shares
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Meridian Financial, LLC
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Arkadios Wealth Advisors
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BSW Wealth Partners
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Franklin Resources Inc
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McNamara Financial Services, Inc.
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CRA Financial Services, LLC
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Arlington Financial Advisors, LLC
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Main Line Retirement Advisors, LLC
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Capital Investment Advisors, LLC
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Clarity Wealth Advisors, LLC
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Twin Peaks Wealth Advisors, LLC
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St. Louis Trust Co
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Interchange Capital Partners, LLC
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Amara Financial, Llc.
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Level Financial Advisors, Inc.
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Precedent Wealth Partners, Llc
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Cadent Capital Advisors, LLC
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IFC Advisors LLC
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Kingsview Wealth Management, LLC
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Wick Capital Partners, LLC
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Pecaut & Co.
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Wsfs Capital Management, Llc
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Cetera Investment Advisers
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Trust Co Of Toledo Na /oh/
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Papp L Roy & Associates
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FSA Advisors, Inc.
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Means Investment Co., Inc.
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Mezzasalma Advisors, LLC
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Stablepoint Partners, LLC
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Bulwark Capital Corp
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Next Capital Management LLC
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Lion Street Advisors, LLC
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Kathmere Capital Management, LLC
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Horizon Investment Services, LLC
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Matrix Asset Advisors Inc/ny
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Drucker Wealth 3.0, LLC
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VSM Wealth Advisory, LLC
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Accelerate Investment Advisors LLC
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Portside Wealth Group, LLC
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Chicago Partners Investment Group LLC
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Pinnacle Financial Partners Inc
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One Capital Management, LLC
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First Business Financial Services, Inc.
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Verus Financial Partners, Inc.
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Talon Private Wealth, LLC
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CVA Family Office, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Disciplined Investments, LLC
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Jackson Wealth Management, LLC
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Baltimore-Washington Financial Advisors, Inc.
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Montis Financial, LLC
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Presilium Private Wealth, Llc
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Alpine Bank Wealth Management
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Sovran Advisors, LLC
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Charis Legacy Partners, LLC
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First Commonwealth Financial Corp /pa/
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Moneta Group Investment Advisors Llc
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Denver Wealth Management, Inc.
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Nelson Capital Management, LLC
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PFG Investments, LLC
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My Legacy Advisors, LLC
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Essex Savings Bank
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ERn Financial, LLC
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Wealth Management Strategies, Inc.
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Strata Wealth Advisors, LLC
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Merit Financial Group, LLC
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Bartlett & Co. Wealth Management Llc
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Whalen Wealth Management Inc.
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Black Swift Group, LLC
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Golden State Equity Partners
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Allspring Global Investments Holdings, LLC
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Harbour Investments, Inc.
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Two Roads Shared Trust - Foundations Dynamic Growth ETF
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Paradigm Financial Partners, Llc
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BXM Wealth LLC
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Rockbridge Investment Management, LCC
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Saiph Capital, LLC
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Quantum Financial Planning Services, Inc.
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Qube Research & Technologies Ltd
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Kestra Advisory Services, LLC
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Davis Capital Management
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Enterprise Bank & Trust Co
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Vision Capital Management, Inc.
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GSB Wealth Management, LLC
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Wealthspan Partners, Llc
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PBMares Wealth Management LLC
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Fagan Associates, Inc.
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Graves-Light Private Wealth Management, Inc.
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Stony Point Wealth Management Inc.
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Investment Partners, Ltd.
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United Community Bank
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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PCA Investment Advisory Services Inc.
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CoreFirst Bank & Trust
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Pacific Sun Financial Corp
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Westbourne Investments, Inc.
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Cyndeo Wealth Partners, LLC
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Towercrest Capital Management
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Ade, Llc
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Flow Traders U.s. Llc
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Nbt Bank N A /ny
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Fort Vancouver Investment Management, LLC
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Fi3 FINANCIAL ADVISORS, LLC
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Alerus Financial Na
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DBK Financial Counsel, LLC
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Paladin Advisory Group, LLC
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Advisory Alpha, LLC
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CX Institutional
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CBIZ Investment Advisory Services, LLC
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Botty Investors LLC
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Avidian Wealth Solutions, LLC
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Marion Wealth Management
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Sollinda Capital Management LLC
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Raleigh Capital Management Inc.
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Atlantic Private Wealth, LLC
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WPG Advisers, LLC
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Millstone Evans Group, LLC
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MAS Advisors LLC
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Crowley Wealth Management, Inc.
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Capstone Financial Advisors, Inc.
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NewSquare Capital LLC
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Austin Private Wealth, LLC
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First Horizon Advisors, Inc.
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McKinley Carter Wealth Services, Inc.
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Gitterman Wealth Management, LLC
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Hilltop Wealth Advisors, Llc
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Capital City Trust Co/fl
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Benchmark Wealth Management, LLC
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Synergy Investment Management, LLC
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Lowe Wealth Advisors, LLC
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Noble Wealth Management PBC
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Portland Financial Advisors Inc
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Green Harvest Asset Management LLC
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Reynders McVeigh Capital Management, LLC
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Advocacy Wealth Management Services, LLC
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Wealth Enhancement Advisory Services, Llc
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Actinver Wealth Management, Inc.
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Turtle Creek Wealth Advisors, LLC
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RTD Financial Advisors, Inc.
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Founders Financial Alliance, LLC
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St. Clair Advisors, LLC
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Capital Square, LLC
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National Asset Management, Inc.
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Fifth Third Wealth Advisors LLC
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Hughes Financial Services, LLC
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Global Wealth Strategies & Associates
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First City Capital Management, Inc.
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Richmond Investment Services, LLC
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Claris Financial LLC
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Defined Financial Planning LLC
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Embree Financial Group
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First Trust Advisors Lp
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Trust Co of the South
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Brown, Lisle/cummings, Inc.
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MGB Wealth Management, LLC
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Parallel Advisors, LLC
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Silver Lake Advisory, LLC
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Nestegg Advisors, Inc.
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Money Design Co.,Ltd.
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Alexander Labrunerie & Co., Inc.
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Copperwynd Financial, LLC
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Family Management Corp
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CENTRAL TRUST Co
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EVVLX - E-Valuator Funds Trust - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares
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Anson Capital, Inc.
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RCS Financial Planning, LLC
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Farmers Trust Co
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Home Federal Bank Of Tennessee
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Delta Asset Management Llc/tn
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Global Strategic Investment Solutions, LLC
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WealthPLAN Partners, LLC
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Shelton Capital Management
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Culbertson A N & Co Inc
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IFP Advisors, Inc
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Hexagon Capital Partners LLC
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Intellectus Partners, LLC
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Valeo Financial Advisors, LLC
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Main Street Financial Solutions, LLC
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Private Capital Management Llc
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TL Private Wealth
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Black Diamond Financial, LLC
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Federation des caisses Desjardins du Quebec
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Amussen Hunsaker Associates Llc
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Apeiron RIA LLC
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Eagle Strategies LLC
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Graypoint LLC
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Madden Advisory Services, Inc.
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Allred Capital Management, LLC
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Center for Financial Planning, Inc.
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Warner Financial, Inc
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Secured Retirement Advisors, Llc
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Hofer & Associates. Inc
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ARK Investment Management LLC
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Atlantic Edge Private Wealth Management, LLC
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Edge Financial Advisors LLC
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Bannerman Wealth Management Group, Llc
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Duncan Williams Asset Management, LLC
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Retirement Solution Inc.
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Winslow Capital Management, LLC
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Bnp Paribas Arbitrage, Sa
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LongView Asset Management LLC
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Red Wave Investments LLC
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Ameritas Investment Partners, Inc.
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SOUTH STATE Corp
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Kcm Investment Advisors Llc
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FRG Family Wealth Advisors LLC
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Circle Wealth Management, LLC
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North Capital, Inc.
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Occidental Asset Management, LLC
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BLB&B Advisors, LLC
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Brandywine Oak Private Wealth Llc
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Belvedere Trading LLC
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Graney & King, LLC
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Capital Advisors, Ltd. LLC
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L.K. Benson & Company, P.C.
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Cary Street Partner Investment Advisory Llc
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First National Bank Sioux Falls
|
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|
LongView Wealth Management
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|
Clean Yield Group
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Koss-Olinger Consulting, LLC
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Financial Advisors Network, Inc.
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Leonard Rickey Investment Advisors P.L.L.C.
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ORG Partners LLC
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Dynamic Financial Group
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Curtis Advisory Group, LLC
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Kayne Anderson Rudnick Investment Management Llc
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Paul Damon & Associates, Inc.
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RMR Wealth Builders
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Covington Investment Advisors Inc.
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Romano Brothers And Company
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Welch Group, LLC
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Valued Retirements, Inc.
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Riverbend Wealth Management, LLC
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Crux Wealth Advisors
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Dodds Wealth, LLC
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Pinnacle Bancorp, Inc.
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Rodgers Brothers Inc.
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Topel & Distasi Wealth Management, LLC
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Guidance Point Advisors, LLC
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Clayton Financial Group LLC
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Compton Wealth Advisory Group, LLC
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Pnc Financial Services Group, Inc.
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New Republic Capital, LLC
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BOK Financial Private Wealth, Inc.
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Valpey Financial Services, LLC
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Sowell Financial Services LLC
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Commonwealth Equity Services, Llc
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D.a. Davidson & Co.
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AdvisorNet Financial, Inc
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AAFCPAs Wealth Management, LLC
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Sensible Financial Planning & Management, LLC.
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|
Cozad Asset Management Inc
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Wiser Advisor Group LLC
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Systematic Alpha Investments, LLC
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GeoWealth Management, LLC
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Sound Financial Strategies Group, LLC
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|
Goodman Advisory Group, LLC
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|
Betterment LLC
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|
Lifeworks Advisors, LLC
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|
Two Sigma Investments, Lp
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|
Websterrogers Financial Advisors, Llc
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|
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TruWealth Advisors, LLC
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Goldman Sachs Group Inc
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|
Financial Connections Group, Inc.
|
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|
|
Kessler Investment Group, LLC
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American Institute for Advanced Investment Management, LLP
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|
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|
New Perspectives, Inc
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Element Pointe Advisors, Llc
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|
