|
Accel Wealth Management
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Fairway Financial, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
SWYLX - SCHWAB CAPITAL TRUST - Schwab Target 2020 Index Fund
|
|
|
|
|
|
Wealth Management Resources, Inc.
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Ascension Capital Advisors, Inc.
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Cambridge Capital Management, Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
SWYGX - SCHWAB CAPITAL TRUST - Schwab Target 2040 Index Fund
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Seek First Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Evergreen Advisors, LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
SWYAX - SCHWAB CAPITAL TRUST - Schwab Target 2010 Index Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Stark Wealth Management LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Tfo-tdc, Llc
|
|
|
|
|
|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Bush Investment Group, Llc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Pacific Asset Management, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
SWG1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Growth Portfolio
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Sherwood Financial Partners, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Axos Invest Inc.
|
|
|
|
|
|
SWC1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced with Growth Portfolio
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
ZynergyRetirementPlanningLLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
MidAtlantic Capital Management, Inc.
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Gpwm Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
OCIO - ETF Series Solutions - ClearShares OCIO ETF
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
SWYNX - SCHWAB CAPITAL TRUST - Schwab Target 2060 Index Fund
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
SWYHX - SCHWAB CAPITAL TRUST - Schwab Target 2045 Index Fund
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Evensky & Katz LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Sage Financial Group Inc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Fort Vancouver Investment Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Avalon Advisory Group
|
|
|
|
|
|
SWYBX - SCHWAB CAPITAL TRUST - Schwab Target 2015 Index Fund
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Milestone Investment Advisors LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Fortress Wealth Management, Inc.
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Glassman Wealth Services
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Schwallier Wealth Management LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Jim Saulnier & Associates, Llc
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Envision Financial LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Archer Investment Management, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Vernal Point Advisors, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
LTG Capital LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Twele Capital Management, Inc.
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Upper Left Wealth Management, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Strategic Financial Planning, Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Moneywise, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Hillcrest Wealth Advisors - NY, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
SigFig Wealth Management, LLC
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
Blueprint Financial Advisors LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Ironwood Wealth Management, LLC.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Fund Evaluation Group, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
Whitcomb & Hess, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
White & Co Financial Planning Inc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
SWB1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab VIT Balanced Portfolio
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
SWYFX - SCHWAB CAPITAL TRUST - Schwab Target 2035 Index Fund
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
SWYMX - SCHWAB CAPITAL TRUST - Schwab Target 2050 Index Fund
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Pillar Financial Advisors, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Fifth Third Securities, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
SWYDX - SCHWAB CAPITAL TRUST - Schwab Target 2025 Index Fund
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Leverty Financial Group, LLC
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Urban Financial Advisory Corp
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
New England Private Wealth Advisors LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
RHS Financial, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SWYJX - SCHWAB CAPITAL TRUST - Schwab Target 2055 Index Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Traction Financial Partners, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
SJA Financial Advisory, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
FF Advisors,LLC
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Woodside Wealth Management LLC
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Black Cypress Capital Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Phil A. Younker & Associates, Ltd.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
SWYOX - SCHWAB CAPITAL TRUST - Schwab Target 2065 Index Fund
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
FinDec Wealth Services, Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
