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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
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Atom Investors LP
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Belpointe Asset Management LLC
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Van Strum & Towne Inc.
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Texas Yale Capital Corp.
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Gamco Investors, Inc. Et Al
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Secure Asset Management, LLC
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Northstar Asset Management Inc
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Brown Brothers Harriman & Co
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Hutner Capital Management Inc
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Plimoth Trust Co Llc
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MASTERINVEST Kapitalanlage GmbH
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Associated Banc-corp
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Schroder Investment Management Group
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Punch Card Management L.P.
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TFB Advisors LLC
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Harvey Investment Co Llc
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Schwarz Dygos Wheeler Investment Advisors Llc
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Eastern Bank
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PFG Investments, LLC
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Acadian Asset Management Llc
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AAFCPAs Wealth Management, LLC
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Assetmark, Inc
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BLB&B Advisors, LLC
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Everett Harris & Co /ca/
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Wall Street Access Asset Management, LLC
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Lagoda Investment Management, L.P.
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Callahan Advisors, LLC
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Hemenway Trust Co LLC
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Commerce Bank
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Santa Monica Partners Lp
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Enterprise Bank & Trust Co
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JFG Wealth Management, LLC
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Parsons Capital Management Inc/ri
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BI Asset Management Fondsmaeglerselskab A/S
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Hancock Whitney Corp
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Davis Selected Advisers
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J. W. Coons Advisors, LLC
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DiMeo Schneider & Associates, L.L.C.
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Act Wealth Management, Llc
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First Financial Bankshares Inc
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Folger Nolan Fleming Douglas Capital Management, Inc
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Garrison Point Advisors, Llc
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Drive Wealth Management, Llc
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Shelter Mutual Insurance Co
|
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JRM Investment Counsel, LLC
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3Chopt Investment Partners, LLC
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HBK Sorce Advisory LLC
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Cordatus Wealth Management LLC
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Hyperion Capital Advisors LP
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Bank of New York Mellon Corp
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Alpine Bank Wealth Management
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Kaye Capital Management
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Wealthgarden F.s. Llc
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Quadcap Wealth Management, LLC
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Kwmg, Llc
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Penobscot Investment Management Company, Inc.
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Cascade Financial Partners, LLC
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Syon Capital Llc
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Elgethun Capital Management
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Seven Springs Wealth Group, LLC
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Kmg Fiduciary Partners, Llc
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Cardiff Park Advisors, Llc
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Centurion Wealth Management LLC
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Howland Capital Management Llc
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Savant Capital, LLC
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Xcel Wealth Management, LLC
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Acorn Financial Advisory Services Inc /adv
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M&t Bank Corp
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Integrity Alliance, Llc.
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Roundview Capital LLC
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Jarislowsky, Fraser Ltd
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Holcombe Financial, Inc.
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LongView Asset Management LLC
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Pensionmark Financial Group, Llc
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Ironwood Investment Counsel, LLC
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Petros Family Wealth, LLC
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Spectrum Wealth Counsel, LLC
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Long Road Investment Counsel, LLC
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Diversified Trust Co
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Limestone Investment Advisors LP
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Pecaut & Co.
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New Perspectives, Inc
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Legal & General Group Plc
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Auto-Owners Insurance Co
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Boston Common Asset Management, LLC
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Rossmore Private Capital
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Pnc Financial Services Group, Inc.
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Procyon Private Wealth Partners, LLC
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Asset Allocation & Management Company, LLC
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Northwestern University
|
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Bailard, Inc.
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Evercore Wealth Management, LLC
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7g Capital Management, Llc
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Diversified Portfolios, Inc.
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Magnolia Private Wealth, LLC
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SC&H Financial Advisors, Inc.
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Richard C. Young & CO., LTD.
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1832 Asset Management L.P.
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Presper Financial Architects, LLC
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Security National Bank Of Sioux City Iowa /ia/
|
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Regency Capital Management Inc.\DE
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Guardian Financial Partners, LLC
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Flagstone Financial Management
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Jfs Wealth Advisors, Llc
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Tandem Capital Management Corp /adv
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LM Advisors LLC
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Lodestar Private Asset Management Llc
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KP Management LLC
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Canvas Wealth Advisors, LLC
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|
Fiera Capital Corp
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Guyasuta Investment Advisors Inc
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Kelman-Lazarov, Inc.
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Pinnacle Associates Ltd
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Bell Investment Advisors, Inc
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|
Lester Murray Antman dba SimplyRich
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Hurlow Wealth Management Group, Inc.
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Cyndeo Wealth Partners, LLC
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Hsbc Holdings Plc
|
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|
Farmers & Merchants Trust Co of Long Beach
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Wealth Preservation Advisors, LLC
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Cambridge Investment Research Advisors, Inc.
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Thomas Story & Son Llc
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Center for Financial Planning, Inc.
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|
Keystone Financial Group
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Gradient Investments LLC
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|
Hills Bank & Trust Co
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Spinnaker Trust
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|
Essex Financial Services, Inc.
|
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|
Hall Kathryn A.
|
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|
Vontobel Holding Ltd.
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|
America First Investment Advisors, LLC
|
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|
Hoese & Co LLP
|
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|
Beach Investment Counsel Inc/pa
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Hall Capital Management Co Inc
|
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|
Arbor Investment Advisors, LLC
|
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|
Schulhoff & Co Inc
|
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|
Texas Bank & Trust Co
|
|
|
|
|
|
Mendel Capital Management LLC
|
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|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
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|
Aaron Wealth Advisors LLC
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|
Leavell Investment Management, Inc.
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|
Hikari Tsushin, Inc.
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|
First National Trust Co
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|
Wells Fargo & Company/mn
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|
AMG National Trust Bank
|
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|
Maple Capital Management, Inc.
|
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|
|
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|
Scotia Capital Inc.
|
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|
Monticello Wealth Management, Llc
|
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|
Matrix Private Capital Group Llc
|
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|
LGT Fund Management Co Ltd.
|
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|
Intelligent Financial Strategies
|
|
|
|
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|
Fairview Capital Investment Management, Llc
|
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|
Round Rock Advisors, LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
|
|
|
|
Aquamarine Zurich AG
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Haverford Trust Co
|
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|
|
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|
Dakota Wealth Management
|
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|
Total Clarity Wealth Management, Inc.
|
|
|
|
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|
Capital Planning Advisors, LLC
|
|
|
|
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|
Bristlecone Advisors, LLC
|
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|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
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|
Evoke Wealth, Llc
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|
Brooks, Moore & Associates, Inc.
|
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|
Chevy Chase Trust Holdings, Inc.
|
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|
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|
Cwm, Llc
|
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|
|
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|
Credit Agricole S A
|
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|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Bizma Investimentos Ltda
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
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|
|
|
|
Capital Research Global Investors
|
|
|
|
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|
Mesirow Financial Investment Management, Inc.
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|
|
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|
Smith, Salley & Associates
|
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|
|
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|
Giverny Capital Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
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|
|
|
|
Balentine LLC
|
|
|
|
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|
Pegasus Asset Management, Inc.
|
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|
|
|
|
Aldebaran Capital, Llc
|
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|
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|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
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|
|
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|
Spire Wealth Management
|
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|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
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|
Wealth Alliance
|
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|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
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|
Austin Wealth Management, LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
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|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Swf Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
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|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
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Weil Company, Inc.
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Signaturefd, Llc
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Spears Abacus Advisors LLC
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Becker Capital Management Inc
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RoundAngle Advisors LLC
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Objective Capital Management, LLC
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Salem Investment Counselors Inc
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SkyView Investment Advisors, LLC
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Transform Wealth, LLC
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State Street Corp
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Tradewinds Capital Management, LLC
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London Co Of Virginia
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Stanley-Laman Group, Ltd.
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Amarillo National Bank
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Cross Staff Investments Inc
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M. Kulyk & Associates, LLC
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DAVENPORT & Co LLC
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Nadler Financial Group, Inc.
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Manchester Capital Management LLC
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Y-Intercept (Hong Kong) Ltd
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Prairie Sky Financial Group LLC
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Sagespring Wealth Partners, Llc
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Continuum Advisory, LLC
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CVA Family Office, LLC
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Capital Wealth Alliance, LLC
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Telos Capital Management, Inc.
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Lake Street Financial Llc
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Shikiar Asset Management Inc
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Channel Wealth Llc
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Fogel Capital Management, Inc.
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Greenspring Advisors, LLC
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Jane Street Group, Llc
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Northstar Advisory Group, LLC
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Weaver Capital Management LLC
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360 Financial, Inc.
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Traphagen Investment Advisors Llc
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Pathstone Holdings, LLC
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Glass Jacobson Investment Advisors llc
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Point72 Asset Management, L.P.
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Dixon Fnancial Services, Inc.
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Jpmorgan Chase & Co
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Carnegie Capital Asset Management, LLC
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Midwest Trust Co
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Gratus Wealth Advisors, LLC
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Northern Oak Wealth Management Inc
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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General American Investors Co Inc
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
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First Citizens Bank & Trust Co
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Foster Victor Wealth Advisors, LLC
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Lvm Capital Management Ltd/mi
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Crewe Advisors LLC
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WoodTrust Financial Corp
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Quaker Capital Investments, LLC
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CHICAGO TRUST Co NA
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Keel Point, LLC
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Balboa Wealth Partners
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Peak Asset Management, LLC
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Regions Financial Corp
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Stony Point Wealth Management Inc.
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Mitchell Mcleod Pugh & Williams Inc
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Silverleafe Capital Partners, LLC
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Clarity Capital Advisors, LLC
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O'Brien Wealth Partners LLC
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BCS Private Wealth Management, Inc.
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Alexander Labrunerie & Co., Inc.
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Schaper Benz & Wise Investment Counsel Inc/wi
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Connable Office Inc
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North Star Asset Management Inc
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D.B. Root & Company, LLC
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Edgemoor Investment Advisors, Inc.
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Timber Creek Capital Management LLC
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Greatmark Investment Partners, Inc.
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Rbo & Co Llc
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Prospera Financial Services Inc
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Harvest Fund Management Co., Ltd
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Mosaic Financial Group, Llc
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Louisbourg Investments Inc.
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Sunesis Advisors, LLC
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Landmark Wealth Management, Inc.
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Badgley Phelps Wealth Managers, LLC
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BlackRock, Inc.
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Capital Advisors Inc/ok
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Trifecta Capital Advisors, LLC
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Silvercrest Asset Management Group Llc
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American Alpha Advisors, LLC
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Jentner Corp
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Gibraltar Capital Management, Inc.
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Martel Wealth Advisors Inc
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Wesbanco Bank Inc
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Keeley-Teton Advisors, LLC
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Asset Management Group, Inc.
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
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Americana Partners, LLC
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Ameritas Investment Partners, Inc.
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Rathbone Brothers plc
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Sellwood Investment Partners LLC
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Cathy Pareto & Associates, Inc
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Sequoia Financial Advisors, LLC
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Icon Wealth Advisors, LLC
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Janney Montgomery Scott LLC
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Reynders McVeigh Capital Management, LLC
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Erste Asset Management GmbH
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Neuberger Berman Group LLC
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Lincoln Capital LLC
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Clifford Swan Investment Counsel Llc
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Callan Family Office, LLC
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Wiley Bros.-aintree Capital, Llc
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Advisor Group Holdings, Inc.
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Mairs & Power Inc
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Clearbridge Investments, LLC
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Magnus Financial Group LLC
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Element Pointe Advisors, Llc
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TFC Financial Management
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Cortland Associates Inc/mo
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Principal Street Partners, LLC
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LVW Advisors, LLC
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Summitry Llc
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Edgar Lomax Co/va
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Enterprise Financial Services Corp
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Steamboat Capital Partners, LLC
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Westmount Partners, LLC
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Ieq Capital, Llc
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Colony Group, LLC
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B&l Asset Management Llc
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Rubicon Global Capital Ltd
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Massmutual Trust Co Fsb/adv
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Baader Bank INC
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FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
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Callan Capital, LLC
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American Century Companies Inc
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Durante & Waters, Llc
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Sprinkle Financial Consultants LLC
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Aureus Asset Management, LLC
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Gallagher Capital Advisors, LLC
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Valeo Financial Advisors, LLC
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Gabelli Equity Trust Inc
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Fullcircle Wealth Llc
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Warburton Capital Management, LLC
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Trust Co Of Vermont
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First Pacific Financial
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QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
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Crew Capital Management, Ltd.
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Timucuan Asset Management Inc/fl
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Harrington Investments, INC
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RMR Wealth Builders
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Blackhill Capital Inc
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Sumitomo Mitsui Trust Holdings, Inc.
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Prudential Financial Inc
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Blair William & Co/il
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Catalytic Wealth RIA, LLC
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Global Financial Private Client, LLC
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Townsend & Associates, Inc
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Susquehanna International Group, Llp
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Pfc Capital Group, Inc.
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Ellenbecker Investment Group
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Coldstream Capital Management Inc
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Old National Bancorp /in/
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Beese Fulmer Investment Management, Inc.
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
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West Financial Advisors, LLC
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HighPoint Advisor Group LLC
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Glenmede Investment Management, LP
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Bourne Lent Asset Management Inc
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Tarbox Family Office, Inc.
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Locust Wood Capital Advisers, Llc
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Kings Path Partners LLC
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Ronald Blue Trust, Inc.
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Cascade Investment Advisors, Inc.
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Capstone Financial Advisors, Inc.
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Brown Advisory Inc
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Baxter Bros Inc
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Integrity Wealth Solutions LLC
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Blankinship & Foster, LLC
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Lgl Partners, Llc
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Lee Financial Co
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Am Investment Strategies Llc
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Reuter James Wealth Management, Llc
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Councilmark Asset Management, LLC
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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McLean Asset Management Corp
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Johnson Financial Group, Inc.
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Atlas Legacy Advisors, LLC
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waypoint wealth counsel
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Kovitz Investment Group Partners, LLC
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Elm Partners Management LLC
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Meeder Advisory Services, Inc.
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Whalerock Point Partners, Llc
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Bill Few Associates, Inc.
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Ingalls & Snyder Llc
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Sutton Place Investors Llc
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Griffin Asset Management, Inc.
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Schechter Investment Advisors, LLC
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TriaGen Wealth Management LLC
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Net Worth Advisory Group
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Carret Asset Management, Llc
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Wealth Advisors of Iowa, LLC
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Clough Global Opportunities Fund
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Paragon Advisors, LLC
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DekaBank Deutsche Girozentrale
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Next Capital Management LLC
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Perennial Advisors, LLC
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Smith, Moore & Co.
|
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Armstrong Henry H Associates Inc
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Sowell Financial Services LLC
|
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Allen Operations Llc
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|
Bank of New Hampshire
|
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Wimmer Associates 1, Llc
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Bessemer Group Inc
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Clayton Financial Group LLC
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Hamilton Point Investment Advisors, LLC
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Brandywine Oak Private Wealth Llc
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TD Waterhouse Canada Inc.
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RBF Capital, LLC
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Mogy Joel R Investment Counsel Inc
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Charles Schwab Investment Management Inc
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Prodigy Asset Management LLC
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NorthRock Partners, LLC
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Allen Investment Management LLC
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
Coastline Trust Co
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McMill Wealth Management
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|
Invesco Ltd.
|
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|
Gardner Russo & Quinn Llc
|
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Morgan Stanley
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Hendley & Co Inc
|
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|
Meridian Investment Counsel Inc.
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|
SwitchPoint Financial Planning, LLC
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Arkadios Wealth Advisors
|
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|
Monument Capital Management
|
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|
Encompass Wealth Advisors, Llc
|
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|
Barry Investment Advisors, LLC
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Angeles Wealth Management, Llc
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Avantax Advisory Services, Inc.
|
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|
Rice Hall James & Associates, Llc
|
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|
First International Bank & Trust
|
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|
|
|
Trust Co of Kansas
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
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|
B&D White Capital Company, LLC
|
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|
East Coast Asset Management, LLC.
|
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|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
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|
|
|
|
RK Asset Management, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
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|
Winton Capital Group Ltd
|
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|
|
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|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
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|
|
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|
Octavia Wealth Advisors, LLC
|
|
|
|
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|
Philip James Wealth Mangement, LLC
|
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|
|
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|
Allied Investment Advisors, LLC
|
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|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
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|
Private Management Group Inc
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
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Kathmere Capital Management, LLC
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Cypress Capital Management LLC (WY)
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Sittner & Nelson, Llc
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Nwam Llc
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Royal London Asset Management Ltd
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Gemmer Asset Management LLC
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Novak & Powell Financial Services, Inc.
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Vaughan David Investments Inc/il
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Cresset Asset Management, LLC
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Jeppson Wealth Management, Llc
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Buckingham Strategic Partners
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Smithfield Trust Co
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Bremer Bank National Association
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National Bank Of Canada /fi/
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Versant Capital Management, Inc
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
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Trigran Investments, Inc.
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Turim 21 Investimentos Ltda.
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Noble Family Wealth, LLC
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Certified Advisory Corp
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Montag A & Associates Inc
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Independent Wealth Network Inc.
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Founders Financial Securities Llc
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Oxbow Advisors, LLC
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California Public Employees Retirement System
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Baker Ellis Asset Management LLC
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Heritage Trust Co
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Harbour Trust & Investment Management Co
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5th Street Advisors, LLC
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Wealthspire Advisors, LLC
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SeaBridge Investment Advisors LLC
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JustInvest LLC
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Latko Wealth Management, Ltd.
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First National Bank & Trust Co Of Newtown
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Granite FO LLC
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Trust Co Of Virginia /va
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Gilbert & Cook, Inc.
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Financial Futures Ltd Liability Co.
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Independent Advisor Alliance
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Private Client Services, Llc
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Concord Wealth Partners
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Dodge & Cox
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Albion Financial Group /ut
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Mawer Investment Management Ltd.
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Clarius Group, LLC
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Price T Rowe Associates Inc /md/
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Allium Financial Advisors, Llc
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Autumn Glory Partners, LLC
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Bank Of Montreal /can/
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Bryant Woods Investment Advisors, LLC
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BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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Lazard Asset Management Llc
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Fort Sheridan Advisors Llc
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Chicago Capital, LLC
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Aspen Grove Capital, LLC
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Eagle Rock Investment Company, Llc
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GFG Capital, LLC
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Private Wealth Asset Management, LLC
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FourThought Financial Partners, LLC
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Rocky Mountain Advisers, Llc
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SCS Capital Management LLC
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Lindbrook Capital, Llc
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Farley Capital L.p.
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Hilltop National Bank
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Amplius Wealth Advisors, LLC
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Tanglewood Wealth Management, Inc.
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Interchange Capital Partners, LLC
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First PREMIER Bank
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Alpha Cubed Investments, LLC
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Linscomb & Williams, Inc.
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Windsor Advisory Group, LLC
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Aqr Capital Management Llc
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Horizon Kinetics Asset Management Llc
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Chronos Wealth Management, LLC
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Boothe Investment Group, Inc.
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Dimensional Fund Advisors Lp
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Journey Advisory Group, LLC
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Verdence Capital Advisors LLC
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Clune & Associates, Ltd.
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Rsm Us Wealth Management Llc
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Addison Advisors LLC
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Lorne Steinberg Wealth Management Inc.
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Pflug Koory, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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FF Advisors,LLC
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Highline Wealth Partners Llc
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Apella Capital, LLC
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Sunpointe, LLC
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Snowden Capital Advisors LLC
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Verity & Verity, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
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Birinyi Associates Inc
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Stephenson & Company, Inc.
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Apollon Wealth Management, LLC
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CX Institutional
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|
Litman Gregory Asset Management LLC
|
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|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
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Brooklyn FI, LLC
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Patriot Investment Management Inc.
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Advisors Capital Management, LLC
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Washington Trust Advisors, Inc.
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Castlekeep Investment Advisors Llc
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CFO4Life Group, LLC
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Main Street Research LLC
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Facet Wealth, Inc.
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Thrivent Financial For Lutherans
|
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Waterloo Capital, L.P.
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|
NewEdge Wealth, LLC
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|
Captrust Financial Advisors
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|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
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Merit Financial Group, LLC
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Options Solutions, Llc
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RTD Financial Advisors, Inc.
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|
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|
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|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Barton Investment Management
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|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Forte Asset Management Llc
|
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|
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|
Harbor Advisors LLC
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|
Nomura Asset Management Co Ltd
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|
Cohen Capital Management, Inc.
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|
Bislett Management, Llc
|
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|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
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|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Graham Holdings Co
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Venator Management LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Pacifica Capital Investments, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
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|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
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|
Herold Advisors, Inc.
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|
|
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|
Canton Hathaway, LLC
|
|
|
|
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|
American Investment Services, Inc.
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|
|
|
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|
Meritas Wealth Management, LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
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|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
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|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
FinDec Wealth Services, Inc.
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
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|
Strid Group, LLC
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|
|
|
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|
Financial Management Network Inc
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|
|
|
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|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
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|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Schnieders Capital Management Llc
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|
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|
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|
Armstrong, Fleming & Moore, Inc
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|
|
|
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|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Melone Private Wealth, LLC
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
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Ballentine Partners, LLC
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Fortress Wealth Management, Inc.
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Mraz, Amerine & Associates, Inc.
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Founders Grove Wealth Partners, Llc
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BancorpSouth Bank
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Edgewood Management Llc
|
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Joel Isaacson & Co., LLC
|
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RDA Financial Network
|
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Boston Private Wealth Llc
|
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Cranbrook Wealth Management, LLC
|
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American National Bank
|
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Powell Investment Advisors, LLC
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PDS Planning, Inc
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Ci Investments Inc.
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Obermeyer Wood Investment Counsel, Lllp
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Pictet & Cie (Europe) SA
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Goldman Sachs Group Inc
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Standard Life Aberdeen plc
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DeDora Capital, Inc.
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Three Seasons Wealth, LLC
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Kapstone Financial Advisors LLC
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Cypress Point Wealth Management, LLC
|
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Northern Trust Corp
|
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|
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Montgomery Investment Management Inc
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Mitsubishi UFJ Trust & Banking Corp
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Capital Group Private Client Services, Inc.
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Nicholas Hoffman & Company, LLC.
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Cidel Asset Management Inc
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Hennessy Advisors Inc
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Azimuth Capital Investment Management LLC
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Ritholtz Wealth Management
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Lutz Financial Services LLC
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Waterfront Wealth Inc.
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Sabal Trust CO
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Kingsview Wealth Management, LLC
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Capital Advantage, Inc.
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Asset Dedication, LLC
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Aristotle Capital Management, LLC
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Oak Grove Capital LLC
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Hanover Advisors Inc
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TCTC Holdings, LLC
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Mill Creek Capital Advisors, LLC
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Cornerstone Management, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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SkyOak Wealth, LLC
|
|
|
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Keystone Wealth Services, LLC
|
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Virtu Financial LLC
|
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Rede Wealth, LLC
|
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Occidental Asset Management, LLC
|
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|
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MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
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|
|
|
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Cornerstone Financial Group, LLC /NE/
|
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|
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Pine Ridge Advisers LLC
|
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Janus Henderson Group Plc
|
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Inscription Capital, LLC
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Atlantic Union Bankshares Corp
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Kennon-Green & Company, LLC
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Barr E S & Co
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Dynamic Advisor Solutions LLC
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Mv Capital Management, Inc.
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Choate Investment Advisors
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Muirfield Wealth Advisors Llc
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Lumbard & Kellner, LLC
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Lafayette Investments, Inc.
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Snider Financial Group
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Tocqueville Asset Management L.p.
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Cerity Partners LLC
|
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Sapient Capital Llc
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Silver Coast Investments LLC
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True North Advisors, LLC
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Ws Management Lllp
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Hrc Wealth Management, Llc
|
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Arkfeld Wealth Strategies, L.L.C.
|
|
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Chou Associates Management Inc.
|
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First Eagle Investment Management, LLC
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BRYN MAWR TRUST Co
|
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Atlas Brown,Inc.
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Relyea Zuckerberg Hanson LLC
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
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|
Qube Research & Technologies Ltd
|
|
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|
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Johnson Financial Group, LLC
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Destination Wealth Management
|
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DHK Financial Advisors, Inc.
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Stratos Wealth Advisors, LLC
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GM Advisory Group, Inc.
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Chelsea Counsel Co
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Taylor, Cottrill, Erickson & Associates, Inc.
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Checchi Capital Advisers, LLC
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Accurate Wealth Management, LLC
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Lesa Sroufe & Co
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Sierra Capital LLC
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Vista Capital Partners, Inc.
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Beverly Hills Private Wealth, LLC
|
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Morey & Quinn Wealth Partners, LLC
|
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|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
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AE Wealth Management LLC
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Sage Investment Counsel LLC
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Harfst & Associates, Inc.
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|
Citigroup Inc
|
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Us Bancorp \de\
|
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|
Scharf Investments, Llc
|
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Yarbrough Capital, LLC
|
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Financial Management Professionals, Inc.
|
|
|
|
|
|
Advantage Trust Co
|
|
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Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
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|
Stephens Inc /ar/
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|
Brighton Jones Llc
|
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|
Garde Capital, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
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|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Avenir Corp
|
|
|
|
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|
Stark Wealth Management LLC
|
|
|
|
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|
Terra Nova Asset Management LLC
|
|
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|
NWK Group, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
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|
South Dakota Investment Council
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Core Wealth Management, Inc.
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
I.G.Y. Ltd
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Epacria Capital Partners, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Graham Holdings Co Master Retirement Trust
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
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First National Corp /ma/ /adv
|
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Ridgecrest Wealth Partners, Llc
|
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Orca Wealth Management, LLC
|
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Wendell David Associates Inc
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ArborFi Advisors, LLC
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Wallace Capital Management Inc.
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Well Done, LLC
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Gabelli Funds Llc
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Mission Wealth Management, Lp
|
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Greenleaf Trust
|
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Markel Corp
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SG Americas Securities, LLC
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Hendershot Investments Inc.
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Iat Reinsurance Co Ltd.
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Rockwood Wealth Management, LLC
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Patten & Patten Inc/tn
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Alley Investment Management Company, LLC
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Lmcg Investments, Llc
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Knightsbridge Asset Management, Llc
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TCG Advisory Services, LLC
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Mml Investors Services, Llc
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Johnson Bixby & Associates, LLC
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Plum Street Advisors, LLC
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Kanawha Capital Management Llc
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Alliancebernstein L.p.
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Graves-Light Private Wealth Management, Inc.
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Cornerstone Wealth Advisors, Inc.
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Evolution Wealth Advisors, LLC
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Omnia Family Wealth, LLC
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Atlas Capital Advisors Llc
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NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
|
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Beutel, Goodman & Co Ltd.
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Raymond James Financial Inc
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Northstar Group, Inc.
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Capital Performance Advisors Llp
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Vance Wealth, Inc.
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Windsor Capital Management, LLC
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Fca Corp /tx
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Simmons Bank
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Fischer Financial Services, Inc.
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Grimes & Company, Inc.
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Welch & Forbes Llc
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Northside Capital Management, LLC
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Ignite Planners, LLC
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General Partner, Inc.
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Allen Capital Group, LLC
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Eclectic Associates Inc /adv
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MAI Capital Management
|
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Archford Capital Strategies, LLC
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Hirtle Callaghan & Co LLC
|
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Wbh Advisory Inc
|
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Fiduciary Counselling Inc
|
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Iowa State Bank
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UBS Group AG
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Nbc Securities, Inc.
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Gts Securities Llc
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Aire Advisors, Llc
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Laurel Wealth Advisors LLC
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HHM Wealth Advisors, LLC
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Chemistry Wealth Management LLC
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BKD Wealth Advisors, LLC
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CWA Asset Management Group, LLC
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Nordwand Advisors, LLC
|
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Howe & Rusling Inc
|
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GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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|
First Dallas Securities Inc.
|
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Wedmont Private Capital
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Greenlea Lane Capital Management, Llc
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WealthPLAN Partners, LLC
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Courier Capital Llc
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Southeast Asset Advisors Inc.
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Rhumbline Advisers
|
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Shayne & Co., Llc
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Allen Holding Inc /ny
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Aegis Wealth Management LLC
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Ogorek Anthony Joseph /ny/ /adv
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Postrock Partners Llc
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Atria Wealth Solutions, Inc.
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UNIVEST FINANCIAL Corp
|
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Ruane, Cunniff & Goldfarb L.P.
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Argent Capital Management Llc
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Steginsky Capital Llc
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Jupiter Wealth Management LLC
|
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Cetera Investment Advisers
|
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|
First National Bank Of Omaha
|
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Spirepoint Private Client, Llc
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Resources Management Corp /ct/ /adv
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B. Metzler seel. Sohn & Co. AG
|
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RWM Asset Management, LLC
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Parallel Advisors, LLC
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Baldwin Investment Management, LLC
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Yacktman Asset Management Lp
|
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Vivaldi Capital Management, LLC
|
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|
Fayez Sarofim & Co
|
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Hengehold Capital Management Llc
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Wescott Financial Advisory Group, LLC
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|
Sheaff Brock Investment Advisors, LLC
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|
High Falls Advisors, Inc
|
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|
WASHINGTON TRUST Co
|
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|
Mutual Advisors, LLC
|
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|
Absolute Capital Management, LLC
|
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Glenmede Trust Co Na
|
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Wealthbridge Capital Management, Llc
|
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|
Biglari Capital Corp.
|
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|
Ubs Asset Management Americas Inc
|
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|
Fidelis Capital Partners, LLC
|
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|
Fundamentun, Llc
|
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|
Courant Investment Management LLC
|
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|
Key FInancial Inc
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
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|
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|
Perissos Private Wealth Management, LLC
|
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|
|
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|
Rappaport Reiches Capital Management, LLC
|
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|
|
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|
Werba Rubin Papier Wealth Management
|
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|
Canopy Partners, LLC
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Wiser Advisor Group LLC
|
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|
Cushing Capital Partners, LLC
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|
Benjamin Edwards Inc
|
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|
Family Legacy, Inc.
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|
Tritonpoint Wealth, Llc
|
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Biltmore Family Office, LLC
|
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|
First Manhattan Co
|
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|
Brady Family Wealth, Llc
|
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|
Russell Investments Group, Ltd.
|
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|
Lawson Kroeker Investment Management Inc/ne
|
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|
Fairholme Capital Management Llc
|
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|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
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|
Arthur M. Cohen & Associates, Llc
|
|
|
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|
Fifth Third Bancorp
|
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|
Dimension Capital Management Llc
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|
Financial Avengers, Inc.
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|
Roberts Glore & Co Inc /il/
|
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|
Westwood Holdings Group Inc
|
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|
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|
Oppenheimer & Co Inc
|
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|
Quadrant Capital Group Llc
|
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|
Financial Advisory Service, Inc.
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|
First Trust Advisors Lp
|
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|
Accredited Investors Inc.
|
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|
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|
Fmr Llc
|
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|
Transcend Wealth Collective, Llc
|
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|
First Business Financial Services, Inc.
|
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|
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|
Gluskin Sheff & Assoc Inc
|
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|
NINE MASTS CAPITAL Ltd
|
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|
Monterey Private Wealth, Inc.
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Brinker Capital Investments, LLC
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|
Sterling Investment Management, Inc.
|
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|
Curated Wealth Partners LLC
|
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|
Regimen Wealth, Llc
|
|
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|
|
|
Collier Financial
|
|
|
|
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|
State Of Michigan Retirement System
|
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|
|
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|
Comerica Bank
|
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|
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|
University of Maryland Foundation, Inc.
|
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|
|
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|
MBL Wealth, LLC
|
|
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|
Seven Mile Advisory
|
|
|
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|
Foundation Resource Management Inc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
united american securities inc. (d/b/a uas asset management)
|
|
|
|
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|
Mariner, LLC
|
|
|
|
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|
SJS Investment Consulting Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
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|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
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|
CI Private Wealth, LLC
|
|
|
|
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|
Klingman & Associates, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
King Luther Capital Management Corp
|
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|
|
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|
Capital Advisors, Ltd. LLC
|
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|
Amussen Hunsaker Associates Llc
|
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|
Tilia Fiduciary Partners, Inc.
|
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|
|
|
|
GWM Advisors LLC
|
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|
|
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|
River Street Advisors LLC
|
|
|
|
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|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Silicon Valley Community Foundation
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Global Frontier Investments LLC
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Black Diamond Capital Management, L.l.c.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
ACR Alpine Capital Research, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Investidor Profissional Gestao de Recursos Ltda.
|
|
|
|
|
|
Davis Asset Management, L.P.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
