|
Heirloom Wealth Management
|
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Covestor Ltd
|
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|
Russell Investments Group, Ltd.
|
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|
Sather Financial Group Inc
|
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|
Compass Financial Services Inc
|
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|
L.m. Kohn & Company
|
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|
|
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|
LexAurum Advisors, LLC
|
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|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
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|
Essex Investment Management Co Llc
|
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|
Lyell Wealth Management, Lp
|
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|
Wellington Shields Capital Management, LLC
|
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|
Royal Harbor Partners, LLC
|
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|
MEMBERS Trust Co
|
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Apollon Financial, LLC
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American Institute for Advanced Investment Management, LLP
|
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|
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|
Southeast Asset Advisors Inc.
|
|
|
|
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|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Calamos Dynamic Convertible & Income Fund
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
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|
|
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|
Leigh Baldwin & Co., Llc
|
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|
Summa Corp.
|
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|
BRYN MAWR TRUST Co
|
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|
Country Trust Bank
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
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|
Powers Advisory Group, LLC
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Keystone Financial Group
|
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|
Advisors Asset Management, Inc.
|
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|
Arcadia Investment Management Corp/mi
|
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Mml Investors Services, Llc
|
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|
R.H. Investment Group, LLC
|
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|
IFG Advisory, LLC
|
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|
Burkett Financial Services, Llc
|
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|
Sachetta, LLC
|
|
|
|
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|
Highland Global Allocation Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
FAIRX - FAIRHOLME FUNDS INC - The Fairholme Fund
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
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|
|
|
|
Virtue Capital Management, LLC
|
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|
|
|
Cohen & Steers, Inc.
|
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|
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
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|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
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|
First American Trust, Fsb
|
|
|
|
|
|
Pflug Koory, LLC
|
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|
Hoey Investments, Inc
|
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|
Anderson Hoagland & Co
|
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|
Modera Wealth Management, LLC
|
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|
Cullen Capital Management, LLC
|
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|
Invictus Private Wealth, Llc
|
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|
Beacon Financial Group
|
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|
Harmony Asset Management Llc
|
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|
Wolff Financial Management Llc
|
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CoreCap Advisors, LLC
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|
Evergreen Capital Management Llc
|
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Willis Johnson & Associates, Inc.
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Nwam Llc
|
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YHB Investment Advisors, Inc.
|
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|
Eaton Financial Holdings Company, LLC
|
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|
Waterloo Capital, L.P.
|
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|
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|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
HMSFX - HENNESSY FUNDS TRUST - Hennessy BP Midstream Fund Investor Class
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust I - BlackRock High Yield Portfolio Class A
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
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|
Cornerstone Advisory, LLC
|
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|
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|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
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|
Avenir Corp
|
|
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|
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|
Silvia Mccoll Wealth Management, Llc
|
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|
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Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
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|
Kirtland Hills Capital Management, Llc
|
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|
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|
Hanson & Doremus Investment Management
|
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|
|
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|
Ausdal Financial Partners, Inc.
|
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|
Oppenheimer Asset Management Inc.
|
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Pacer Advisors, Inc.
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|
Gleason Group, Inc.
|
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|
Sunbelt Securities, Inc.
|
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|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Family Management Corp
|
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|
|
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|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
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|
Assetmark, Inc
|
|
|
|
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|
Ellsworth Advisors, LLC
|
|
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|
Horrell Capital Management, Inc.
|
|
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|
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|
Channel Wealth Llc
|
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|
|
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|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Cooperman Leon G
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
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|
Simplex Trading, Llc
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Gagnon Securities Llc
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Walnut Private Equity Partners, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
BMPEX - FORUM FUNDS - Beck, Mack & Oliver Partners Fund
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
NMHYX - Northern Funds - Multi-manager High Yield Opportunity Fund
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Steele Capital Management, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
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|
|
|
|
White Pine Investment CO
|
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|
|
|
|
Matthew Goff Investment Advisor, LLC
|
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|
McAdam, LLC
|
|
|
|
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|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Montag A & Associates Inc
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Cypress Capital Management LLC (WY)
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Gould Asset Management Llc /ca/
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Shepherd Financial Partners LLC
|
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|
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|
WCG Wealth Advisors LLC
|
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|
Citigroup Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
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|
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|
Guggenheim Capital Llc
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|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
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Regions Financial Corp
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Powell Investment Advisors, LLC
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ARS Wealth Advisors Group, LLC
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Tcfg Wealth Management, Llc
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
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|
|
Stonegate Investment Group, LLC
|
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|
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Investor's Fiduciary Advisor Network, LLC
|
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Miracle Mile Advisors, LLC
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F/M Investments LLC
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Mayflower Financial Advisors, LLC
|
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Burns Matteson Capital Management, LLC
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Souders Financial Advisors
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4Thought Financial Group Inc.
|
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|
American Century Companies Inc
|
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Cowa, Llc
|
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|
|
|
|
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF
|
|
|
|
|
|
AMLP - ALPS ETF Trust - ALERIAN MLP ETF
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
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JB Capital LLC
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Belpointe Asset Management LLC
|
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Whitener Capital Management, Inc.
|
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Mb, Levis & Associates, Llc
|
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Wescott Financial Advisory Group, LLC
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FourThought Financial Partners, LLC
|
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Chung Wu Investment Group, LLC
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Capital City Trust Co/fl
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Blackrock Corporate High Yield Fund, Inc.
|
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Groesbeck Investment Management Corp /nj/
|
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MTM Investment Management, LLC
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Patron Partners Advisors, Llc
|
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Fortis Group Advisors, LLC
|
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Beacon Pointe Advisors, LLC
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Chicago Capital, LLC
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Mainstay Capital Management Llc /adv
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Sovereign Financial Group, Inc.
|
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Silver Lake Advisory, LLC
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10Elms LLP
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GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
|
|
|
|
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Sfmg, Llc
|
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Mountain Hill Investment Partners Corp.
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Aspect Partners, LLC
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Leavell Investment Management, Inc.
|
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Welch Group, LLC
|
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FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
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|
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Plan Group Financial, LLC
|
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|
Milestone Asset Management, Llc
|
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Snowden Capital Advisors LLC
|
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|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
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|
|
|
|
Bank Of Stockton
|
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|
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|
Nbt Bank N A /ny
|
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|
Personal Cfo Solutions, Llc
|
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King Luther Capital Management Corp
|
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Stanley-Laman Group, Ltd.
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Sittner & Nelson, Llc
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Bank Of Montreal /can/
|
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Diamant Asset Management, Inc.
|
|
|
|
|
|
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Fortem Financial Group, Llc
|
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|
|
|
|
Angeles Wealth Management, Llc
|
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|
|
Delta Investment Management, LLC
|
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|
Fort Sheridan Advisors Llc
|
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|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Gagnon Advisors, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
TFB Advisors LLC
|
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|
Hunter Associates Investment Management Llc
|
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Novak & Powell Financial Services, Inc.
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Atwood & Palmer Inc
|
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Progeny 3, Inc.
|
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|
Sage Advisors, Llc
|
|
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Intellectus Partners, LLC
|
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Venture Visionary Partners LLC
|
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Pnc Financial Services Group, Inc.
|
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Wealth Advisors of Iowa, LLC
|
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Hazlett, Burt & Watson, Inc.
|
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|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
AlphaQ Advisors LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
AAIIX - ANCORA TRUST - Ancora Income Fund Class I
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Berkley W R Corp
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
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|
Asset Dedication, LLC
|
|
|
|
|
|
JRM Investment Counsel, LLC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Holistic Planning, LLC
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Forbes J M & Co Llp
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Thompson Davis & Co., Inc.
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Buffington Mohr McNeal
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U.S. Capital Wealth Advisors, LLC
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Bahl & Gaynor Inc
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Hm Payson & Co
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Chancellor Financial Group WB LP
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Satovsky Asset Management Llc
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Kapstone Financial Advisors LLC
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Wealth Effects Llc
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Nuveen Multi-Asset Income Fund
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Jackson Hole Capital Partners, LLC
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Seelaus Asset Management LLC
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Ellis Investment Partners, LLC
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Naviter Wealth, LLC
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Townsend Asset Management Corp /nc/ /adv
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
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Cranbrook Wealth Management, LLC
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Alerus Financial Na
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AlphaCore Capital LLC
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Cresta Advisors, Ltd.
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Baldwin Brothers Inc/ma
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Vermillion Wealth Management, Inc.
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Advisors Management Group Inc /adv
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Barry Investment Advisors, LLC
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Encompass Wealth Advisors, Llc
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Kcm Investment Advisors Llc
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Squarepoint Ops LLC
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Tortoise Essential Assets Income Term Fund
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JustInvest LLC
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Bull Street Advisors, LLC
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SeaBridge Investment Advisors LLC
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Orion Investment Co
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Albion Financial Group /ut
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Chatham Capital Group, Inc.
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Penobscot Investment Management Company, Inc.
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Duncan Williams Asset Management, LLC
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Register Financial Advisors LLC
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Canton Hathaway, LLC
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Fairman Group, LLC
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Ingalls & Snyder Llc
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Credit Industriel Et Commercial
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CGC Financial Services, LLC
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Elser Financial Planning, Inc
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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Howard Financial Services, Ltd.
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Citizens National Bank Trust Department
|
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Pointe Capital Management LLC
|
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GYLD - Arrow ETF Trust - Arrow Dow Jones Global Yield ETF
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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Basso Capital Management, L.p.
|
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SWAN Capital LLC
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Benjamin Edwards Inc
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
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Kovack Advisors, Inc.
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Jane Street Group, Llc
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Conning Inc.
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Tectonic Advisors Llc
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Tower Bridge Advisors
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Shufro Rose & Co Llc
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Franklin Resources Inc
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Kornitzer Capital Management Inc /ks
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Oliver Lagore Vanvalin Investment Group
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AssuredPartners Investment Advisors, LLC
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ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
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Cascade Investment Advisors, Inc.
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Boyd Watterson Asset Management Llc/oh
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Bowen Hanes & Co Inc
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Harber Asset Management Llc
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CHYDX - CALAMOS INVESTMENT TRUST/IL - Calamos High Income Opportunities Fund Class A
|
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M&t Bank Corp
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Transce3nd, LLC
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Hudock, Inc.
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Investment Advisory Services Inc /tx /adv
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Brookfield Real Assets Income Fund Inc.
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Ayrshire Capital Management LLC
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Arista Wealth Management, LLC
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
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|
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|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
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Palumbo Wealth Management LLC
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United Asset Strategies, Inc.
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
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Gsa Capital Partners Llp
|
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Creekside Partners
|
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|
Summit Financial Consulting LLC
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Enhancing Capital LLC
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CFO4Life Group, LLC
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Finer Wealth Management, Inc.
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First Community Trust Na
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
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|
Group One Trading, L.p.
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
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|
|
Front Row Advisors LLC
|
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|
Brown Advisory Inc
|
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|
Parkside Financial Bank & Trust
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
Reynders McVeigh Capital Management, LLC
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Narwhal Capital Management
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Garde Capital, Inc.
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Slocum, Gordon & Co LLP
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Henrickson Nauta Wealth Advisors, Inc.
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Daymark Wealth Partners, Llc
|
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Integrity Alliance, Llc.
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|
Turtle Creek Wealth Advisors, LLC
|
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|
Proffitt & Goodson Inc
|
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|
|
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|
FSM Wealth Advisors, LLC
|
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|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
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|
PSI Advisors, LLC
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|
Eagle Global Advisors Llc
|
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Financial Advisory Service, Inc.
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|
Lavaca Capital Llc
|
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|
Aull & Monroe Investment Management Corp
|
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|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
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|
Archetype Wealth Partners
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LRI Investments, LLC
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|
Delta Financial Group, Inc.
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|
UMA Financial Services, Inc.
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|
Eight 31 Financial Llc
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Marshall & Sterling Wealth Advisors Inc.
|
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|
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|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Fairholme Capital Management Llc
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
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|
Mallini Complete Financial Planning LLC
|
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|
Atlas Brown,Inc.
|
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|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
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|
Calamos Global Total Return Fund
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|
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|
Summit Financial, LLC
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|
Center for Financial Planning, Inc.
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|
Nicholas Company, Inc.
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|
Providence Capital Advisors, LLC
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|
Bfsg, Llc
|
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|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
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|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock High Yield V.I. Fund Class I
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
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|
Vivaldi Asset Management, LLC
|
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|
Armis Advisers, LLC
|
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|
Pensionmark Financial Group, Llc
|
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Larson Financial Group LLC
|
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Atalanta Sosnoff Capital, Llc
|
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
|
Wealth Alliance Advisory Group, LLC
|
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|
Mountain Capital Investment Advisors, Inc
|
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Doliver Advisors, Lp
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Trust Co Of Virginia /va
|
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Pineridge Advisors LLC
|
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CNB Bank
|
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|
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|
BlackRock Series Fund II, Inc. - BlackRock High Yield Portfolio
|
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|
R.H. Dinel Investment Counsel, Inc.
|
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|
Parallel Advisors, LLC
|
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Raymond James Financial Inc
|
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Vorpal, Llc
|
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Vaughan David Investments Inc/il
|
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GP Brinson Investments LLC
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Fisher Asset Management, LLC
|
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Stokes Capital Advisors, LLC
|
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Duff & Phelps Global Utility Income Fund Inc.
|
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|
Cresset Asset Management, LLC
|
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Walled Lake Planning & Wealth Management, Llc
|
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MONECO Advisors, LLC
|
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BancorpSouth Bank
|
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Colonial Trust Advisors
|
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Thompson Investment Management, Inc.
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Waldron Private Wealth LLC
|
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Keystone Wealth Services, LLC
|
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Envestnet Asset Management Inc
|
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Fiduciary Alliance LLC
|
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Port Capital LLC
|
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Insight Wealth Partners, LLC
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Challenger Wealth Management
|
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FineMark National Bank & Trust
|
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Sentinel Wealth Management, Inc.
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State of Wyoming
|
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Winebrenner Capital Management Llc
|
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Sanibel Captiva Trust Company, Inc.
|
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
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|
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|
Hobbs Group Advisors, LLC
|
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Root Financial Partners, LLC
|
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|
Macquarie Group Ltd
|
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Hilltop National Bank
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
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|
|
|
Wealthspire Advisors, LLC
|
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|
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|
Lee Financial Co
|
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|
BSW Wealth Partners
|
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|
Global Retirement Partners, LLC
|
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Whalerock Point Partners, Llc
|
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|
Sandy Spring Bank
|
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|
Muhlenkamp & Co Inc
|
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|
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
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|
Blackstone Group Inc
|
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Cynosure Management, Llc
|
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Claris Advisors, Llc / Mo /
|
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|
Cushing Mlp Total Return Fund
|
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|
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|
|
AA Financial Advisors, LLC
|
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|
Galvin, Gaustad & Stein, LLC
|
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|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
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|
|
Tactive Advisors, LLC
|
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|
Navigoe, LLC
|
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Cullen/frost Bankers, Inc.
|
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|
AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
|
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|
Curated Wealth Partners LLC
|
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|
|
Edmp, Inc.
|
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|
Neville Rodie & Shaw Inc
|
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|
Advisors Capital Management, LLC
|
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|
Warren Averett Asset Management, LLC
|
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|
Smithbridge Asset Management Inc/de
|
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|
Optimist Retirement Group LLC
|
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|
|
Penn Davis Mcfarland Inc
|
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|
|
Argent Advisors, Inc.
|
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|
Requisite Capital Management, LLC
|
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|
|
L & S Advisors Inc
|
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|
|
Hamlin Capital Management, LLC
|
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|
Meridian Wealth Management, LLC
|
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|
Tradewinds Capital Management, LLC
|
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|
Highlander Partners, L.P.
|
|
|
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|
Busey Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
RR Advisors, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
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|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
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|
|
|
Equitable Holdings, Inc.
|
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|
|
Continuum Advisory, LLC
|
|
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|
|
Walleye Trading LLC
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
Tetrad Corp
|
|
|
|
|
|
Leading Edge Financial Planning LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
JFG Wealth Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Kamunting Street Capital Management, L.P.
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
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|
Laurel Wealth Advisors LLC
|
|
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|
Transcend Wealth Collective, Llc
|
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|
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|
Patten & Patten Inc/tn
|
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|
|
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|
Apollon Wealth Management, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
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|
Castleark Management Llc
|
|
|
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|
Fractal Investments LLC
|
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|
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|
Truist Financial Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
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|
Morgan Stanley
|
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|
Advisor Group Holdings, Inc.
|
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|
First Heartland Consultants, Inc.
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Palisade Capital Management Llc/nj
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FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
Fulcrum Capital LLC
|
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|
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|
Golden State Wealth Management, LLC
|
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|
Tyche Wealth Partners LLC
|
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|
Sterneck Capital Management, LLC
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|
OneAscent Financial Services LLC
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|
Fmr Llc
|
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Creegan & Nassoura Financial Group, LLC
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|
Ami Investment Management Inc
|
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Diversify Advisory Services, LLC
|
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|
Wilkinson Global Asset Management LLC
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|
Cerity Partners LLC
|
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|
Glenview Trust Co
|
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Infrastructure Capital Advisors, Llc
|
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Pennington Partners & Co., Llc
|
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|
Probity Advisors, Inc.
|
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NorthCrest Asset Manangement, LLC
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
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|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
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|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
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|
Van Cleef Asset Management,Inc
|
|
|
|
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|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
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|
Miller Howard Investments Inc /ny
|
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Tcw Group Inc
|
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|
Piscataqua Savings Bank
|
|
|
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|
Winnow Wealth Llc
|
|
|
|
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FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
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|
Hara Capital LLC
|
|
|
|
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|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
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|
Valeo Financial Advisors, LLC
|
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|
Avantax Advisory Services, Inc.
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|
Steel Peak Wealth Management LLC
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|
Applied Capital LLC/FL
|
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|
Ransom Advisory, Ltd
|
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|
Hudson Value Partners, LLC
|
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Hrt Financial Lp
|
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ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
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|
Hollow Brook Wealth Management LLC
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|
HWG Holdings LP
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|
Stratos Wealth Partners, LTD.
|
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|
BCJ Capital Management, LLC
|
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|
Clearbridge Energy Mlp Opportunity Fund Inc.
|
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|
Atria Investments Llc
|
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Provenance Wealth Advisors, LLC
|
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|
Capital Analysts, Inc.
|
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|
Epoch Investment Partners, Inc.
|
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Balentine LLC
|
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|
MADDEN SECURITIES Corp
|
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Tritonpoint Wealth, Llc
|
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Cherokee Insurance Co
|
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|
Pinnacle Associates Ltd
|
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|
Abel Hall, LLC
|
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|
Jennison Associates Llc
|
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|
IAG Wealth Partners, LLC
|
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|
StoneX Group Inc.
|
|
|
|
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|
Lindbrook Capital, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Granby Capital Management, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
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|
Semmax Financial Advisors Inc.
|
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|
Silverlake Wealth Management Llc
|
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|
Thoroughbred Financial Services, Llc
|
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|
Jacobi Capital Management LLC
|
|
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|
GraniteShares Advisors LLC
|
|
|
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|
|
Fifth Third Bancorp
|
|
|
|
|
|
MLPRX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Income Fund Class C
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
MLPA - Global X Funds - Global X MLP ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
RSNRX - VICTORY PORTFOLIOS - Victory Global Natural Resources Fund Class A
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Calamos Convertible & High Income Fund
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Heronetta Management, L.P.
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
ALTY - Global X Funds - Global X SuperDividend Alternatives ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Kore Advisors LP
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
PIMCO Energy & Tactical Credit Opportunities Fund
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Baer Investment Advisory LLC
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
ICBAX - SCM Trust - ICON Natural Resources and Infrastructure Fund Investor Class
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
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Wedmont Private Capital
|
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Allegheny Financial Group LTD
|
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|
Private Harbour Investment Management & Counsel, LLC
|
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|
Kings Path Partners LLC
|
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Wealth Enhancement Advisory Services, Llc
|
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Td Private Client Wealth Llc
|
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Kingsview Wealth Management, LLC
|
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Cornell Pochily Investment Advisors, Inc.
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Nicolet Advisory Services, Llc
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Financial Management Professionals, Inc.
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Calamos Convertible Opportunities & Income Fund
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Byrne Asset Management LLC
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Wellington Capital Management, Inc.
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Jones Financial Companies Lllp
|
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Trifecta Capital Advisors, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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Money Concepts Capital Corp
|
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1620 Investment Advisors, Inc.
|
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Blue Owl Capital Holdings LP
|
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CWM Advisors, LLC
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Red Door Wealth Management, LLC
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Mather Group, Llc.
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Washington Trust Advisors, Inc.
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Mcintyre Freedman & Flynn Investment Advisers Inc
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LPL Financial LLC
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Harbour Investments, Inc.
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Associated Banc-corp
|
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Wealth Alliance
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Tower Research Capital LLC (TRC)
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Fidelis Capital Partners, LLC
|
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HighMark Wealth Management LLC
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|
JNBA Financial Advisors
|
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Plante Moran Financial Advisors, LLC
|
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International Assets Investment Management, Llc
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Leo Wealth, LLC
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Ntv Asset Management Llc
|
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Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
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Game Plan Financial Advisors, LLC
|
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Bard Financial Services, Inc.
|
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Atlantic Private Wealth, LLC
|
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Principal Financial Group Inc
|
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Investment Research & Advisory Group, Inc.
|
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CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
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|
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|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
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|
Chevy Chase Trust Holdings, Inc.
|
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Clear Street Markets Llc
|
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First Financial Corp /in/
|
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Per Stirling Capital Management, LLC.
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Adalta Capital Management LLC
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CVA Family Office, LLC
|
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First Command Advisory Services, Inc.
|
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Tidemark, LLC
|
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Sax Wealth Advisors, Llc
|
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|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
Wesbanco Bank Inc
|
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|
Blackhill Capital Inc
|
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|
Tocqueville Asset Management L.p.
|
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|
AllSquare Wealth Management LLC
|
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Cna Financial Corp
|
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Brown, Lisle/cummings, Inc.
|
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|
Rossby Financial, LCC
|
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Wealthcare Advisory Partners LLC
|
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|
Tanglewood Legacy Advisors, LLC
|
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|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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|
Private Management Group Inc
|
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|
Texas Yale Capital Corp.
|
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|
Keybank National Association/oh
|
|
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|
Procyon Private Wealth Partners, LLC
|
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|
ProShare Advisors LLC
|
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Canal Insurance CO
|
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|
Barclays Plc
|
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|
Graham Capital Management, L.P.
|
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Hollencrest Capital Management
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
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|
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|
iA Global Asset Management Inc.
|
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|
Simplicity Wealth,LLC
|
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|
Conservest Capital Advisors, Inc.
|
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|
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF
|
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|
|
|
Patriot Investment Management Inc.
|
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|
Godsey & Gibb Associates
|
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|
Avion Wealth
|
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|
Freedom Financial Partners LLC
|
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|
|
Mariner, LLC
|
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|
|
Papp L Roy & Associates
|
|
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|
Old North State Wealth Management, LLC
|
|
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|
|
Avalon Trust Co
|
|
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|
|
|
Novem Group
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
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|
|
|
|
Ossiam
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
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|
SG Americas Securities, LLC
|
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|
Capital Advantage, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
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|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Sargent Investment Group, LLC
|
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|
|
|
|
SailingStone Capital Partners LLC
|
|
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|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
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|
Austin Private Wealth, LLC
|
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|
North Capital, Inc.
|
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|
Ironwood Investment Counsel, LLC
|
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|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock High Yield ETF
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A
|
|
|
|
|
|
Sovereign Investment Advisors, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Tcw Strategic Income Fund Inc
|
|
|
|
|
|
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Epacria Capital Partners, Llc
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
