|
RMB Capital Management, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Vanguard National Trust Co
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Wealth Enhancement Trust Services, Inc.
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Pinnacle Financial Partners, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Strive Financial Group ,LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Pennsylvania State University
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Wright Fund Managment, LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Frankly Finances, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Bayban
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
TIAA Wealth Investment Management LLC
|
|
|
|
|
|
Plus Group Wealth Advisors LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Signature Securities Group Corporation
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Magnolia Wealth Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Asset Advisory Group, Inc.
|
|
|
|
|
|
AlphaCentric Advisors LLC
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Daybright Advisory Services, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Sanctuary Advisors, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Latigo Investments, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
OpenArc Corporate Advisory, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Networth Advisors, LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Berman McAleer LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Family Wealth Partners, Llc
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Fullerton Advisors, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Oakmont Advisory Group, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Manske Wealth Management
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Oath Planning, LLC
|
|
|
|
|
|
Vawter Financial, Ltd.
|
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
EFG International AG
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
Owl Creek Wealth Partners LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Somnio Financial Group, LLC
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Drystone LLC
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
BluePrint Investing LLC
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Frisco Financial Planning LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Cambridge Associates Llc /ma/ /adv
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Amicus Financial Advisors, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Sage Investment Advisers LLC
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Tred Avon Family Wealth, Llc
|
|
|
|
|
|
Laurel Oak Wealth Management, Llc
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Hansen & Associates Financial Group, Inc.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Leo H. Evart, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Jim Saulnier & Associates, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Harpswell Capital Advisors, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Marquette Associates, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Gilpin Wealth Management, Llc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
SHP Wealth Management
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Burton Enright Welch
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Zinnia Wealth Advisory, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Ballast Rock Private Wealth LLC
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Vannoy Advisory Group, Inc.
|
|
|
|
|
|
Chandler Asset Management, Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Medallion Wealth Advisors, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Emerald Investment Advisers, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Gpwm Llc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Keating Financial Advisory Services, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
First Nebraska Trust Co
|
|
|
|
|
|
NerdWallet Wealth Partners, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PW Nova Financial Services LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Cornerstone Financial Management LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Corsicana & Co.
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Logan Stone Capital, LLC
|
|
|
|
|
|
Meramec Financial Planners, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Powerhouse Assets LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Pathfinder Wealth Consulting, Inc.
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
WJ Financial Advisors LLC
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Nalls Sherbakoff Group, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Base Wealth Management LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MidFirst Bank
|
|
|
|
|
|
Rainwater Charitable Foundation
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Fairfield University
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
My Portfolio Guide, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Red Reef Advisors Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Employees' Retirement Fund of the City of Fort Worth
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Reality Financial Planning Services, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Hershey Financial Advisers, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Dwr Wealth Management, Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
High Point Wealth Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Asset One Wealth Management LLC
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Seneschal Advisors, LLC
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Cpwa, Llc
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
Finhabits Advisors LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Independent Financial Group, Llc
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Walsh & Associates, LLC
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Dala Group, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Troutman Wealth Management, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Great Hill Capital LLC
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Del-Sette Capital Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Ankerstar Wealth, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
TrueWealth Financial Partners
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Farrell Financial LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Frontier Asset Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Carter Financial, LLC
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Bluestem Financial Advisors, Llc
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Millburn Ridgefield Corp
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Obsido Oy
|
|
|
|
|
|
NBZ Investment Advisors LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Adaptive Financial Consulting, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Cassady Wealth & Retirement Planning, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Pine Ridge Advisers LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Strategic Wealth Advisors LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Monetary Solutions, Ltd
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Genesis Financial Group, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Comprehensive Financial Management LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Key Capital Management, INC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Advisortrust Partners, Llc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Praetorian Wealth Management, Inc.
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Briggs Wealth Management, Inc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Richmond Brothers, Inc.
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
PlanVest Financial, Inc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Payne Capital Management, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Dockside LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Brindle & Bay Financial Advisors, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Canandaigua National Corp
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Southern Michigan Bank & Trust
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Legacy Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Intentional Wealth Strategies, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
TMB Capital Partners, LLC
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Benson Wealth Management INC
|
|
|
|
|
|
Fort Henry Capital, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Tiaa-cref Individual & Institutional Services, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
E&R Wealth Management, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
Krane Financial Solutions LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Innovative Asset Advisors Group, LLC
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Godfrey Financial Associates, Inc.
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Johnson Wealth Management, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Southern Capital Services Inc /adv
|
|
|
|
|
|
SVRN Asset Management, LLC
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Vernal Point Advisors, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
DV Trading LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Common Fund For Nonprofit Organizations
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Graetz Wealth LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Vision Retirement, LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
3 Factor Indexing, Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
LBJ Family Wealth Advisors, Ltd.
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Krm Wealth Management L.l.c.
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Chesapeake Asset Management Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Hyundai Investments Co., Ltd.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Ares Financial Consulting, LLC
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Canal Capital Management, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Causey Wealth LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Jacobs Equity LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Caldwell Trust Co
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Cordoba Advisory Partners LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Opus Financial Solutions LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Excelsior Advisor Network LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
TrustBank
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Churchill Financial Advisors, LLC
|
|
|
|
|
|
Five Pine Wealth Management
|
|
|
|
|
|
Andrews Advisory Associates, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Mission Financial Group, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Dorato Capital Management
|
|
|
|
|
|
Financial Futures Ltd Liability Co.
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Camelot Technology Advisors, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
S Harris Financial Group, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Townsend Financial Planning, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
KERR FINANCIAL PLANNING Corp
|
|
|
|
|
|
PACK Private Wealth, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Schnieders Capital Management, Llc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
Cambient Family Office, Llc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
FIDELIS iM, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Bard Associates Inc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Sjbenen Advisory, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Planning Project LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Blueline Advisors Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Downshift Financial, LLC
|
|
|
|
|
|
Life Planning Partners, Inc
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Vertex Investment Solutions Co., Ltd.
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Mosley Wealth Management
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Cliffwater LLC
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
RCW Management, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Mcguire Capital Advisors Inc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
Allodium Investment Consultants, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Virginia Estate & Retirement Planning Advisors Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
David Kennon Inc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Fidato Wealth LLC
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Peak Retirement Planning, Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Prime Buchholz LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Oceanside Advisors LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Invested Advisors
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Bravera Wealth
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Retirement Financial Solutions, Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Jordan Park Trust Co LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
Strategic Advisory Partners, Llc
|
|
|
|
|
|
University of Illinois Foundation
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Lexington Hill Partners, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Kassira Wealth Management LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Cooke Wealth Management, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Ameraudi Asset Management, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Winthrop Partners - Wny, Llc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Prosperity Bancshares Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
Cerity Partners Retirement Plan Advisors LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Motco
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Clayton Financial Group LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Independence Asset Advisors, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Focused Alpha, Llc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
United Financial Planning Group LLC
|
|
|
|
|
|
Financial Solutions Advisory Group, Inc.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Box Hill Private Wealth LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Aureum Wealth Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Bucket List Wealth Management, LLC
|
|
|
|
|
|
Spence Asset Management
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Sincerus Advisory, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Old Peak Finance LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Equity Wealth Partners, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Kingdom Financial Group LLC.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Winter & Associates, Inc.
|
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Crusonia Wealth Advisors LLC
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
BCR Wealth Strategies, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Columbia River Financial Group, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Gillson Capital LP
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Miller Global Investments, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Broadwater Capital Management Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
First Horizon Corp
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Portfolio Resources Advisor Group, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
River's Edge Wealth Management, Llc
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Keewaydin Investments LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Basepoint Wealth LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Arwa Llc
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
Livet Wealth, LLC
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
IF Advisors, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Retiremitten Financial Llc
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Smith Partners Wealth Management, LLC
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Value Investment Professionals, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Diesslin Group, Inc.
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
American State Bank (Iowa)
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
1015 Capital Partners, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Pursuit Wealth Strategies, Llc
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Elevated Financial Group LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Industrial Alliance Investment Management Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Phillip James Consulting Co.
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
4Thought Financial Group Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Legacy Financial Independent Advisors Llc
|
|
|
|
|
|
Tide Cove Capital Partners LLC
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
CIBC Bancorp USA Inc.
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Roehl & Yi Investment Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Hudson Oak Wealth Advisory LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
DKM Wealth Management, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Bayshore Asset Management, Llc
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Donalies Financial Planning, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Vanguard Advisers Inc
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
Financial Services Advisory Inc
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
