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