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MidWestOne Financial Group, Inc.
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Hilltop Holdings Inc.
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Sage Capital Management, LLC
|
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UBS Group AG
|
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Transce3nd, LLC
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Planned Solutions, Inc.
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Hm Payson & Co
|
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Qube Research & Technologies Ltd
|
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|
FSA Wealth Management LLC
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|
Pathstone Holdings, LLC
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|
Mercer Global Advisors Inc /adv
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|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
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|
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ADAR1 Capital Management, LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
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|
Keybank National Association/oh
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Wrapmanager Inc
|
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Pinnacle Financial Partners Inc
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Dodge & Cox
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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Quest 10 Wealth Builders, Inc.
|
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
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Cooper Financial Group
|
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Guardian Partners Inc.
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Financial Perspectives, Inc
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Parkwood LLC
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
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Jfs Wealth Advisors, Llc
|
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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Guggenheim Capital Llc
|
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EICVX - FundVantage Trust - EIC Value Fund Class A
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Keystone Financial Services
|
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Webster Bank, N. A.
|
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New Wave Wealth Advisors Llc
|
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Cascade Investment Advisors, Inc.
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HB Wealth Management, LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Salomon & Ludwin, LLC
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Golden State Equity Partners
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Frazier Financial Advisors, LLC
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Parsons Capital Management Inc/ri
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Pinnacle Associates Ltd
|
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Us Bancorp \de\
|
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MTM Investment Management, LLC
|
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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Trust Co Of Vermont
|
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Aqr Capital Management Llc
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Apollon Wealth Management, LLC
|
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Parnassus Investments /ca
|
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CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Hartland & Co., LLC
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High Note Wealth, LLC
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Becker Capital Management Inc
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Ieq Capital, Llc
|
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Atticus Wealth Management, Llc
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AdvisorNet Financial, Inc
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Raymond James Financial Inc
|
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Atria Wealth Solutions, Inc.
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Captrust Financial Advisors
|
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Aaron Wealth Advisors LLC
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First Eagle Investment Management, LLC
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Leisure Capital Management
|
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Steward Partners Investment Advisory, Llc
|
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Geode Capital Management, Llc
|
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DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
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|
Richard C. Young & CO., LTD.
|
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Jones Financial Companies Lllp
|
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GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
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BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
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Crux Wealth Advisors
|
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Princeton Global Asset Management LLC
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
Camden Capital, LLC
|
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Cullen/frost Bankers, Inc.
|
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Nisa Investment Advisors, Llc
|
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Ameritas Advisory Services, LLC
|
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AllSquare Wealth Management LLC
|
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FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
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|
Nbc Securities, Inc.
|
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Capital International Inc /ca/
|
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Oppenheimer & Co Inc
|
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Essex Investment Management Co Llc
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
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|
Zimmer Partners, LP
|
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Syon Capital Llc
|
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|
Riggs Asset Managment Co. Inc.
|
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|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
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|
Leo Wealth, LLC
|
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|
CIBC Asset Management Inc
|
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|
Fourth Dimension Wealth, LLC
|
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|
WPG Advisers, LLC
|
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|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
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|
Optiver Holding B.V.
|
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|
Motco
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
QQQJ - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
MAI Capital Management
|
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|
|
|
|
Prestige Wealth Management Group LLC
|
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|
Tompkins Financial Corp
|
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|
Pictet Asset Management Holding SA
|
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|
Augustine Asset Management Inc
|
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|
Great Valley Advisor Group, Inc.
|
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|
Moors & Cabot, Inc.
|
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|
Pensionmark Financial Group, Llc
|
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|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
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|
|
|
|
IFP Advisors, Inc
|
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|
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|
|
TD Capital Management LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
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|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Graham Capital Management, L.P.
|
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|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
JAJJX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Value Trust NAV
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Binnacle Investments Inc
|
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|
|
Atlantic Edge Private Wealth Management, LLC
|
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|
Ingalls & Snyder Llc
|
|
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|
Profunds - Profund Vp Europe 30
|
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|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
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|
United Capital Financial Advisers, Llc
|
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|
GeoWealth Management, LLC
|
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|
Thrivent Financial For Lutherans
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
|
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|
|
Park Place Capital Corp
|
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|
Courier Capital Llc
|
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|
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
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|
SIH Partners, LLLP
|
|
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|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
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|
Fisher Asset Management, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
CAPROCK Group, Inc.
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
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|
|
Costello Asset Management, INC
|
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|
Legend Financial Advisors, Inc.
|
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Delta Asset Management Llc/tn
|
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Valley National Advisers Inc
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Banco Santander, S.A.
|
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
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|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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Axxcess Wealth Management, Llc
|
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|
StoneX Group Inc.
|
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Johnson Financial Group, Inc.
|
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Congress Wealth Management LLC / DE /
|
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Raleigh Capital Management Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Putnam Fl Investment Management Co
|
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Arrowstreet Capital, Limited Partnership
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
Aviso Financial Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
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|
Pekin Hardy Strauss, Inc.
|
|
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
Balyasny Asset Management Llc
|
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|
Kennedy Capital Management, Inc.
|
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YANKCOM Partnership
|
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IMC-Chicago, LLC
|
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NewSquare Capital LLC
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|
TCTC Holdings, LLC
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|
Patten & Patten Inc/tn
|
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Nicholas Company, Inc.
|
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Smartleaf Asset Management LLC
|
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Parkside Financial Bank & Trust
|
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|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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|
Lindbrook Capital, Llc
|
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|
Northwest Bancshares, Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
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|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A
|
|
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|
Blume Capital Management, Inc.
|
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|
Westfield Capital Management Co Lp
|
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|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
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|
|
|
Banco de Sabadell, S.A
|
|
|
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|
Global Retirement Partners, LLC
|
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|
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
|
|
|
|
|
FLC Capital Advisors
|
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|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
JDIBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value International Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
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|
Ethic Inc.
|
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|
Certior Financial Group, Llc
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
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|
|
Charles Schwab Investment Management Inc
|
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|
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|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
|
|
|
|
|
DFIV - Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
CENTRAL TRUST Co
|
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Reuter James Wealth Management, Llc
|
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Transcend Wealth Collective, Llc
|
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|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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|
Pinnacle West Asset Management, Inc.
|
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|
Ronald Blue Trust, Inc.
|
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|
Glenmede Investment Management, LP
|
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Principia Wealth Advisory, LLC
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|
Sivia Capital Partners, LLC
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|
John Hancock Hedged Equity & Income Fund
|
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|
Mpwm Advisory Solutions, Llc
|
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|
Cambridge Investment Research Advisors, Inc.
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|
Redwood Grove Capital, LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
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|
Meriwether Wealth & Planning, LLC
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Royal Bank Of Canada
|
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Goldman Sachs Group Inc
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Standard Life Aberdeen plc
|
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Schonfeld Strategic Advisors LLC
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Kingsview Wealth Management, LLC
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
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|
Goodman Advisory Group, LLC
|
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North Capital, Inc.
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BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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Wells Fargo & Company/mn
|
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|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
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|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
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|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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|
State Street Corp
|
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Brown Brothers Harriman & Co
|
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DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
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T. Rowe Price Investment Management, Inc.
|
|
|
|
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MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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West Michigan Advisors, Llc
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Quantinno Capital Management LP
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Traub Capital Management LLC
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First City Capital Management, Inc.
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Prospera Financial Services Inc
|
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Beacon Capital Management, LLC
|
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Primecap Management Co/ca/
|
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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Highline Wealth Partners Llc
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Argent Trust Co
|
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MCF Advisors LLC
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Amundi
|
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Code Waechter LLC
|
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CI Private Wealth, LLC
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ProShare Advisors LLC
|
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DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
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|
Versant Capital Management, Inc
|
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|
Hoey Investments, Inc
|
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V-Square Quantitative Management LLC
|
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|
DiNuzzo Private Wealth, Inc.
|
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Providence Capital Advisors, LLC
|
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ICONIQ Capital, LLC
|
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CoreCap Advisors, LLC
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
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GMOI - 2023 ETF Series Trust II - GMO International Value ETF
|
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|
Wedmont Private Capital
|
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|
GAMMA Investing LLC
|
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Advisory Services Network, LLC
|
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|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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|
Principal Securities, Inc.
|
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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|
Carnegie Capital Asset Management, LLC
|
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Voya Investment Management Llc
|
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Zhang Financial LLC
|
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Knights of Columbus Asset Advisors LLC
|
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|
Ransom Advisory, Ltd
|
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|
DAVENPORT & Co LLC
|
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|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
44 Wealth Management Llc
|
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Corient IA LLC
|
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|
Lantz Financial LLC
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Fortitude Family Office, LLC
|
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|
Regatta Capital Group, Llc
|
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|
Jacobi Capital Management LLC
|
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|
Todd Asset Management Llc
|
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|
Sunbelt Securities, Inc.
|
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|
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|
M&t Bank Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
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|
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|
Centiva Capital, LP
|
|
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|
|
West Family Investments, Inc.
|
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|
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|
Bell Investment Advisors, Inc
|
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|
1248 Management, LLC
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
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|
Tsfg, Llc
|
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|
Gold Investment Management Ltd.
|
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|
Paradigm Asset Management Co Llc
|
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|
Evelyn Partners Asset Management Ltd
|
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|
Bridgefront Capital, LLC
|
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|
|
|
PPYIX - PIMCO Equity Series - PIMCO RAE International Fund Institutional Class
|
|
|
|
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|
Resources Investment Advisors, LLC.
|
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|
SG Americas Securities, LLC
|
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|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
ClearAlpha Technologies LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Krensavage Asset Management, LLC
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Callodine Capital Management, LP
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
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|
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SkyView Investment Advisors, LLC
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Cetera Trust Company, N.A
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Old Port Advisors
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VGI Partners Ltd
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Dunhill Financial, LLC
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Chelsea Counsel Co
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
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Commerce Bank
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Harvest Portfolios Group Inc.
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Nuveen Multi-Asset Income Fund
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Merit Financial Group, LLC
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Wealth Alliance
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Atomi Financial Group, Inc.
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Hudson Portfolio Management LLC
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Rnc Capital Management Llc
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DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
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Trivant Custom Portfolio Group, LLC
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Glenmede Trust Co Na
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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Y.D. More Investments Ltd
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Cable Hill Partners, LLC
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
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Sound Income Strategies, LLC
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American Assets Investment Management, LLC
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Signaturefd, Llc
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Semmax Financial Advisors Inc.
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Alyeska Investment Group, L.P.
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Hennion & Walsh Asset Management, Inc.
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Aptus Capital Advisors, LLC
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HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
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Janney Montgomery Scott LLC
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FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
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Weatherly Asset Management L. P.
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
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Piscataqua Savings Bank
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Cohen Investment Advisors LLC
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Nuveen, LLC
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Wellington Management Group Llp
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
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Mirae Asset Global Investments Co., Ltd.
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Advisors Asset Management, Inc.
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Independence Bank of Kentucky
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Engineers Gate Manager LP
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Personal Cfo Solutions, Llc
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Logan Capital Management Inc
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Golden State Wealth Management, LLC
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Victory Capital Management Inc
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Arkadios Wealth Advisors
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CX Institutional
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Price T Rowe Associates Inc /md/
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London & Capital Asset Management Ltd
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Glass Wealth Management Co LLC
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Rothschild Investment Llc
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BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
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Walleye Trading LLC
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Waterfront Wealth Inc.
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Brandywine Global Investment Management, LLC
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Indiana Trust & Investment Management CO
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BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
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Analyst IMS Investment Management Services Ltd.
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Kornitzer Capital Management Inc /ks
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Gallacher Capital Management LLC
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Sage Rhino Capital Llc
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Polar Asset Management Partners Inc.
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WCG Wealth Advisors LLC
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Atlantic Family Wealth, Llc
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HBK Sorce Advisory LLC
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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Credential Qtrade Securities Inc.
|
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Bank & Trust Co
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Morgan Stanley
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
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Callan Capital, LLC
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Simon Quick Advisors, Llc
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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Sio Capital Management, LLC
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Mml Investors Services, Llc
|
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Sound View Wealth Advisors Group, LLC
|
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Avantax Advisory Services, Inc.
|
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Lido Advisors, LLC
|
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Sunpointe, LLC
|
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BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
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Pflug Koory, LLC
|
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DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
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|
Clearbridge Investments, LLC
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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Lazard Asset Management Llc
|
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|
Manning & Napier Advisors Llc
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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|
Quadrant Capital Group Llc
|
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|
Whittier Trust Co
|
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|
Bank Of America Corp /de/
|
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|
Ascent Group, LLC
|
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|
Willis Investment Counsel
|
|
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|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
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|
North Star Investment Management Corp.
|
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|
Capital World Investors
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
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|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
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|
Raab & Moskowitz Asset Management LLC
|
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|
