|
American Portfolios Financial Services
|
18487
|
None
|
None
|
All States
|
|
Ameriprise Financial Services Inc.
|
6363
|
None
|
None
|
All States
|
|
CHARLES SCHWAB & CO., INC.
|
5393
|
None
|
None
|
All States
|
|
Glenmede Trust Company
|
108165
|
Glenmede Advisers
|
None
|
All States
|
|
NORTHERN TRUST SECURITIES, INC
|
7927
|
None
|
None
|
All States
|
|
Osaic Institutions
|
35371
|
None
|
None
|
All States
|
|
Osaic Wealth
|
23131
|
None
|
None
|
All States
|
|
Robert W. Baird & Co. Inc.
|
8158
|
None
|
None
|
All States
|
|
Rockefeller Financial LLC
|
291361
|
None
|
None
|
All States
|
|
Sentry Advisors
|
174042
|
None
|
None
|
CA, CO, DC, NY, TX, VA, WY
|
|
American Portfolio Financial Services, Inc.
|
18487
|
None
|
None
|
All States
|
|
Arkadios Capital
|
282710
|
None
|
None
|
All States
|
|
Caprock Group, Inc.
|
124272
|
None
|
None
|
AZ, CA, CO, FL, ID, IL, MI, NJ, NY, SC, TX, UT, WA, WI
|
|
Cresset Asset Management, LLC
|
288566
|
None
|
None
|
All States
|
|
NewEdge Wealth LLC
|
307771
|
None
|
None
|
All States
|
|
Oarsman Capital, Inc.
|
109993
|
None
|
None
|
AZ, CA, FL, IL, IN, IA, MN, NC, TX, WA, WI
|
|
Partners Capital Investment Group, LLP
|
120663
|
None
|
None
|
CA, FL, MA, NY, TX
|
|
Plante Moran Financial Advisors
|
112158
|
None
|
None
|
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MD, MA, MI, MN, NE, NV, NH, NJ, NY, NC, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
|
|
Ted Buchan & Company
|
140722
|
None
|
None
|
CA, GA, TX
|
|
&Partners LLC
|
3767
|
None
|
None
|
All States
|
|
American Portfolios Inc. (Osaic)
|
23131
|
None
|
None
|
All States
|
|
Apollon Wealth Management, LLC
|
291902
|
None
|
None
|
All States
|
|
Appleton Partners, Inc.
|
110049
|
None
|
None
|
All States
|
|
Arkadios Wealth LLC
|
288863
|
None
|
None
|
All States
|
|
Baker Street Advisors, LLC
|
128066
|
None
|
None
|
AZ, CA, CO, FL, LA, MA, NY, OR, TX, WA
|
|
Balboa Wealth Partners, Inc.
|
282329
|
None
|
None
|
AZ, CA, CO, FL, IL, NE, NV, NJ, NY, OR, PA, TN, TX, UT, VA, WA
|
|
Balentine LLC
|
152511
|
None
|
None
|
AL, AR, FL, GA, IL, LA, NJ, NY, NC, SD, TN, TX, VA
|
|
BluePointe Capital Management, LLC
|
140262
|
None
|
None
|
CA
|
|
BMO Family Office, LLC
|
110264
|
None
|
None
|
CA, CO, FL, IL, MA, MN, NH, OR, TX
|
|
Cambridge Investment Research
|
39543
|
None
|
None
|
All States
|
|
CapFinancial Partners, LLC dba CAPTRUST
|
175112
|
None
|
None
|
All States
|
|
CapFinancial Securities, LLC
|
126291
|
None
|
None
|
All States
|
|
Cetera Advisor Networks LLC
|
13572
|
None
|
None
|
All States
|
|
Cetera Advisors LLC
|
10299
|
None
|
None
|
All States
|
|
Cetera Financial Specialists LLC
|
10358
|
None
|
None
|
All States
|
|
Cetera Investment Services LLC
|
15340
|
None
|
None
|
All States
|
|
Cherrydale Wealth Management, LLC
|
171541
|
None
|
None
|
CA, NJ, NY, TX
|
|
Citigroup Global Markets, Inc.
|
7059
|
None
|
None
|
All States
|
|
ClarFeld (dba Citizens Private Wealth)
|
106743
|
None
|
None
|
All States
|
|
Commonwealth Equity Services, LLC, dba Commonwealth Financial Network
|
8032
|
None
|
None
|
All States
|
|
Concurrent Investment Advisors, LLC
|
323135
|
None
|
None
|
AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WV, WI, WY
|
|
Corient Private Wealth LLC
|
319448
|
None
|
None
|
All States
|
|
D.A. Davidson & Co.
|
199
|
None
|
None
|
All States
|
|
Deutsche Bank Securities, Inc.
|
2525
|
None
|
None
|
All States
|
|
Element Pointe Advisors, LLC (element point family office)
|
282750
|
None
|
None
|
CA, CT, DE, FL, TX
|
|
Everest Management Corp
|
142945
|
None
|
None
|
CA, TX
|
|
Evoke Wealth, LLC
|
300856
|
None
|
None
|
AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, KS, MD, MA, MI, MN, MS, MT, NV, NJ, NY, NC, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
|
|
First Foundation Advisors
|
106075
|
None
|
None
|
AL, AK, AR, CA, CO, CT, DC, FL, GA, HI, ID, IL, LA, MD, MA, MN, MO, NE, NV, NH, NJ, NM, NY, NC, OR, PA, SC, TN, TX, UT, VA, WA
|
|
Fortis Capital Management, LLC
|
172198
|
None
|
None
|
CA, TX, WA
|
|
Goldman Sachs Custody Solutions (Folio Investments, Inc)
|
48015
|
None
|
None
|
All States
|
|
Goldman Sachs & Co LLC
|
361
|
None
|
None
|
All States
|
|
Greenwood Family Advisors, LLC
|
304820
|
None
|
None
|
FL
|
|
GW&K Investment Management, LLC
|
121942
|
None
|
None
|
All States
|
|
Harbor Investment Advisory, LLC
|
151085
|
None
|
None
|
AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, IA, LA, ME, MD, MA, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
|
|
HB Wealth Management, LLC (Homrich Berg)
|
316731
|
None
|
None
|
All States
|
|
Hightower Advisors, LLC
|
145323
|
None
|
None
|
All States
|
|
Hirtle, Callaghan & Co., LLC
|
105403
|
None
|
None
|
AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, NJ, NY, NC, OH, OK, PA, SC, TN, TX, VA, WA, WV, WY
|
|
Hudson Valley Investment Advisors, Inc
|
107387
|
None
|
None
|
CA, CO, CT, FL, LA, MD, MA, NE, NH, NJ, NY, NC, PA, SC, TN, TX, VT, VA
|
|
Huntleigh Advisors, Inc
|
113412
|
None
|
None
|
AL, AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, NV, NH, NM, NY, NC, OH, PA, SC, TN, TX, VA, WA
|
|
iCapital Markets LLC, Institutional Capital Network, Inc
|
118219
|
None
|
None
|
All States
|
|
ICONIQ Capital
|
159198
|
None
|
None
|
CA, FL, NY, TX
|
|
IEQ Capital
|
301819
|
None
|
None
|
LA, MD, MA, MI, MN, MO, MT, NV, NH, NJ, NY, NC, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
|
|
Independent Financial Group (IFG)
|
7717
|
None
|
None
|
All States
|
|
John Moore & Associates, Inc.
|
109791
|
None
|
None
|
AZ, CA, CO, GA, LA, NM, NC, OR, TX
|
|
Kestra Investment Services, LLC
|
42046
|
None
|
None
|
All States
|
|
Kukui Tree Capital Management
|
330374
|
None
|
None
|
CA
|
|
Legacy Capital Wealth Partners, LLC
|
291960
|
None
|
None
|
AR, IL, LA, MS, TX
|
|
Leo Wealth, LLC
|
283891
|
None
|
None
|
AZ, CA, CO, CT, FL, GA, IN, IA, LA, MD, MA, MI, MN, NE, NV, NH, NJ, NM, NY, NC, OK, PA, TX, VA
|
|
LPL Financial LLC
|
6413
|
None
|
None
|
All States
|
|
MDRN Capital
|
325950
|
None
|
None
|
FL, LA, MD, MI, MO, NC, OH, PA, TX, UT, VA
|
|
Monarch Wealth Strategies
|
136029
|
None
|
None
|
AZ, CA, LA, NH, TX
|
|
Morling Financial Advisors, LLC
|
111819
|
None
|
None
|
CA, TN, TX, WA
|
|
NRI Wealth Management, LLC
|
162234
|
None
|
None
|
CA, TX
|
|
Palo Alto Wealth Advisors, LLC
|
285326
|
None
|
None
|
CA, TX
|
|
Paradigm Wealth Management
|
148662
|
None
|
None
|
FL, IL, IN, OH
|
|
Paragon Capital Management, LLC
|
105147
|
None
|
None
|
AZ, CA, CO, FL, NH, WA
|
|
Poinciana Advisors Group, LLC
|
137423
|
None
|
None
|
FL, TX
|
|
Private Wealth Asset Management
|
315819
|
None
|
None
|
AZ, CA, CO, FL, IL, IA, LA, MI, MN, NE, NH, SC, TN, TX, WY
|
|
Promethium Advisors, LLC
|
329565
|
None
|
None
|
DC, MD, NY, VA
|
|
Prospero Wealth LLC
|
289966
|
None
|
None
|
CA, OR, TX, WA
|
|
Purshe Kaplan Sterling Investments
|
35747
|
None
|
None
|
All States
|
|
JP Morgan Private Wealth Advisors LLC
|
108559
|
None
|
None
|
All States
|
|
Reshape LLC
|
330582
|
None
|
None
|
CA, CO, CT, FL, MA, NJ, NY, TX
|
|
Salem Partners Wealth Management, LLC
|
131359
|
None
|
None
|
CA, TX
|
|
Sanctuary Advisors, LLC
|
226606
|
Sanctuary Securities, Inc
|
205
|
All States
|
|
Sapient Capital, LLC
|
324899
|
None
|
None
|
AZ, CA, CO, DC, FL, GA, IL, IN, KY, LA, MD, MA, MI, NE, NJ, NY, NC, OH, OR, PA, SC, TX, UT, VA, WA, WI
|
|
Seven Post Investment Office LP
|
157435
|
None
|
None
|
AL, AZ, CA, CO, CT, DE, FL, HI, ME, NV, NY, OH, OR, PA, SD, TX, WA, WY
|
|
Signature Estate and Investment Advisors LLC
|
108163
|
None
|
None
|
All States
|
|
SpirePoint Private Client
|
327350
|
None
|
None
|
FL, IL, LA, NY, NC, PA, TX
|
|
Stevens Capital Partners Inc.
|
317517
|
None
|
None
|
CA, FL, GA, IL, IA, MN, NE, NY, NC, PA, TX
|
|
Steward Partners Investment Solutions, LLC
|
283004
|
None
|
None
|
All States
|
|
Summit Trail Advisors, LLC
|
220519
|
None
|
None
|
FL, GA, HI, IL, IN, LA, MD, MA, MI, MN, MO, NV, NH, NJ, NY, NC, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
|
|
Summit Trail Securities, LLC
|
285784
|
None
|
None
|
AK, AZ, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IA, LA, ME, MD, MA, MI, MN, MO, NV, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI
|
|
The Portfolio Strategy Group, LLC
|
166593
|
None
|
None
|
CA, CO, CT, FL, IL, LA, MD, MA, NJ, NY, PA, TX
|
|
Tiedemann Advisors, LLC
|
147189
|
None
|
None
|
AK, CA, CO, CT, DE, DC, FL, IL, LA, MD, MA, MN, NV, NH, NJ, NY, OR, PA, TN, TX, UT, VA, WA
|
|
Truist Investment Services, Inc.?(FKA Suntrust Investment Services)
|
17499
|
None
|
None
|
All States
|
|
UBS Financial Services, Inc.
|
8174
|
None
|
None
|
All States
|
|
Wells Fargo Advisors Financial Network, LLC
|
11025
|
None
|
None
|
All States
|
|
Wells Fargo Clearing Services, LLC
|
19616
|
None
|
None
|
All States
|