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