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Cetera Investment Advisers
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MEFOX - Ultimus Managers Trust - Meehan Focus Fund
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National Bank Of Canada /fi/
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Signaturefd, Llc
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Atlantic Edge Private Wealth Management, LLC
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May Hill Capital, LLC
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Ingalls & Snyder Llc
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Harbour Investments, Inc.
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Principle Wealth Partners Llc
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Main Street Group, LTD
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Charles Schwab Investment Management Inc
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Gimbal Financial
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Cloverfields Capital Group, Lp
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RiverGlades Family Offices LLC
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St Germain D J Co Inc
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Point72 Hong Kong Ltd
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DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
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Kilter Group LLC
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Gladstone Institutional Advisory LLC
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Wealth Preservation Advisors, LLC
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SOUTH STATE Corp
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Jackson, Grant Investment Advisers, Inc.
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Paradigm Asset Management Co Llc
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BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International
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Russell Investments Group, Ltd.
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Sentry LLC
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Lcnb Corp
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Perigon Wealth Management, LLC
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Newman Dignan & Sheerar, Inc.
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Benjamin Edwards Inc
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Financial Advocates Investment Management
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Blue Fin Capital, Inc.
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Tsfg, Llc
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Carnegie Capital Asset Management, LLC
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CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
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APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
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Equitable Holdings, Inc.
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
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Greenleaf Trust
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Ascent Group, LLC
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Brucke Financial, Inc.
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FRG Family Wealth Advisors LLC
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Freestone Capital Holdings, LLC
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Bank Of America Corp /de/
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Martin Investment Management, LLC
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Old Port Advisors
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Colonial Trust Co / SC
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SIH Partners, LLLP
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Wealth Alliance Advisory Group, LLC
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Barrett & Company, Inc.
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Harbor Asset Planning, Inc.
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Marietta Investment Partners Llc
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Clear Harbor Asset Management, LLC
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
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RBB FUND, INC. - Aquarius International Fund
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HBK Sorce Advisory LLC
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DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class
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Sterling Capital Management LLC
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Sovran Advisors, LLC
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Peoples Financial Services Corp.
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Eagle Strategies LLC
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Anchor Investment Management, LLC
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DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
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TigerOak Management, L.L.C.
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Essex LLC
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Indiana Trust & Investment Management CO
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Empowered Funds, LLC
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Schulhoff & Co Inc
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Live Oak Private Wealth LLC
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BSW Wealth Partners
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Clark Capital Management Group, Inc.
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CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
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Dynamic Advisor Solutions LLC
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Leo Wealth, LLC
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Versant Capital Management, Inc
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King Wealth
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Latitude Advisors, LLC
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Accent Capital Management, LLC
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Addison Advisors LLC
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Legacy Bridge, LLC
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Creative Financial Designs Inc /adv
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Caitong International Asset Management Co., Ltd
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Advisors Asset Management, Inc.
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Advisors Management Group Inc /adv
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AMG National Trust Bank
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Boston Trust Walden Corp
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Hartland & Co., LLC
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Gf Fund Management Co. Ltd.
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Forza Wealth Management, LLC
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Reynders McVeigh Capital Management, LLC
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Goepper Burkhardt LLC
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Yousif Capital Management, Llc
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RD Lewis Holdings, Inc.
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Stiles Financial Services Inc
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Salomon & Ludwin, LLC
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IFP Advisors, Inc
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Convergence Financial, LLC
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AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
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Allspring Global Investments Holdings, LLC
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DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
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Avantax Advisory Services, Inc.
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Walleye Trading LLC
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Community Bank, N.A.
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Ar Asset Management Inc
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Hills Bank & Trust Co
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Duncker Streett & Co Inc
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Cardinal Capital Management
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Brighton Jones Llc
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Jackson Square Capital, Llc
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Capital Advantage, Inc.
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BlackRock, Inc.
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Patten & Patten Inc/tn
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Putnam Fl Investment Management Co
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Fort Washington Investment Advisors Inc /oh/
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Forum Financial Management, LP
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Claro Advisors LLC
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Icapital Wealth Llc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
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Trustmark National Bank Trust Department
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CoreFirst Bank & Trust
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DIVD - EA Series Trust - Altrius Global Dividend ETF
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Mb, Levis & Associates, Llc
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Dillon & Associates Inc
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King Luther Capital Management Corp
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Bnp Paribas Arbitrage, Sa
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CVA Family Office, LLC
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New Hampshire Trust
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CGC Financial Services, LLC
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Cullen Capital Management, LLC
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Dakota Wealth Management
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Braun-Bostich & Associates Inc.
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Oarsman Capital, Inc.
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John G Ullman & Associates Inc
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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Janney Montgomery Scott LLC
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Td Private Client Wealth Llc
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Advantage Advisers Xanthus Fund, L.l.c.
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Meridian Wealth Management, LLC
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Montag A & Associates Inc
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Sowell Financial Services LLC
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Asset Dedication, LLC
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Valley Brook Capital Group, Inc.
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HighTower Advisors, LLC
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Atlantic Trust, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
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Beacon Pointe Advisors, LLC
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SRS Capital Advisors, Inc.
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Adage Capital Partners Gp, L.l.c.
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Kapstone Financial Advisors LLC
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Daymark Wealth Partners, Llc
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Washington Trust Advisors, Inc.
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U.S. Capital Wealth Advisors, LLC
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HB Wealth Management, LLC
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Wealth Dimensions Group, Ltd.
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Inscription Capital, LLC
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Nbc Securities, Inc.
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10Elms LLP
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Cherokee Insurance Co
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First United Bank Trust/
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Pandora Wealth, Inc.
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
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|
CLARET ASSET MANAGEMENT Corp
|
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|
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|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
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|
IAM Advisory, LLC
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|
ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF
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WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
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|
Wealthcare Advisory Partners LLC
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Wimmer Associates 1, Llc
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Intergy Private Wealth, LLC
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Golden State Wealth Management, LLC
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Blue Barn Wealth, LLC
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Oppenheimer Asset Management Inc.
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Cyndeo Wealth Partners, LLC
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Sivia Capital Partners, LLC
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Cullinan Associates Inc
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|
Commerce Bank
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Advisor Group Holdings, Inc.
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Captrust Financial Advisors
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Prairie Sky Financial Group LLC
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|
Somerville Kurt F
|
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|
Becker Capital Management Inc
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|
SYM FINANCIAL Corp
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MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
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Triasima Portfolio Management inc.
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Penobscot Investment Management Company, Inc.
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Mark Sheptoff Financial Planning, Llc
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Sage Rhino Capital Llc
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Crux Wealth Advisors
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LRI Investments, LLC
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|
Private Advisor Group, LLC
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Narwhal Capital Management
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Klingman & Associates, LLC
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Fulcrum Equity Management
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|
First PREMIER Bank
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|
Hantz Financial Services, Inc.
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|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
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|
|
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|
Deutsche Bank Ag\
|
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Smithfield Trust Co
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Thurston, Springer, Miller, Herd & Titak, Inc.
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AdvisorNet Financial, Inc
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Summit Trail Advisors, Llc
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|
Piscataqua Savings Bank
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|
Pointe Capital Management LLC
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Arjuna Capital
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Brandes Investment Partners, Lp
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Cape Investment Advisory, Inc.
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Prospect Financial Group LLC
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TD Waterhouse Canada Inc.
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Koshinski Asset Management, Inc.
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Stanley-Laman Group, Ltd.
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Pinnacle Associates Ltd
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|
Mariner, LLC
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|
Rossmore Private Capital
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|
Icon Wealth Advisors, LLC
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|
Armor Investment Advisors, LLC
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|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
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|
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|
Kennedy Capital Management, Inc.
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|
Means Investment Co., Inc.
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|
Arete Wealth Advisors, LLC
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|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
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|
Mraz, Amerine & Associates, Inc.
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|
Lido Advisors, LLC
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
Mcdaniel Terry & Co
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|
Ieq Capital, Llc
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|
Cullen/frost Bankers, Inc.
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|
Crew Capital Management, Ltd.
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|
StoneX Group Inc.
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|
Old National Bancorp /in/
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Prospera Financial Services Inc
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|
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|
Institute for Wealth Management, LLC.
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|
Nicholas Hoffman & Company, LLC.
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|
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|
Centricity Wealth Management, LLC
|
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|
|
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|
Berkshire Bank
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
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|
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|
Resources Management Corp /ct/ /adv
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|
Mitchell Sinkler & Starr/pa
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|
Pinpoint Asset Management (Singapore) Pte. Ltd.
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|
Glen Eagle Advisors, LLC
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|
McIlrath & Eck, LLC
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|
Thrivent Financial For Lutherans
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Ameritas Advisory Services, LLC
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ProVise Management Group, LLC
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|
Texas Yale Capital Corp.
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Ubs Oconnor Llc
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|
Millennium Management Llc
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|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Smith, Moore & Co.
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|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Global Retirement Partners, LLC
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|
|
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|
Regatta Capital Group, Llc
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|
We Are One Seven, LLC
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|
Wiley Bros.-aintree Capital, Llc
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|
Capital Advisors Inc/ok
|
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|
|
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|
Wellington Management Group Llp
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|
Raymond James Financial Inc
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|
Geneos Wealth Management Inc.
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|
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|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
LaFleur & Godfrey LLC
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|
|
|
|
|
Mezzasalma Advisors, LLC
|
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|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
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|
Pinnacle Financial Partners Inc
|
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|
|
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|
Peak Asset Management, LLC
|
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|
Ellsworth Advisors, LLC
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|
Sound Income Strategies, LLC
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|
MidWestOne Financial Group, Inc.
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|
MAI Capital Management
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|
Pinnacle West Asset Management, Inc.
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|
Occidental Asset Management, LLC
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|
Hamel Associates, Inc.
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|
Great Diamond Partners, LLC
|
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|
|
|
|
Frank, Rimerman Advisors LLC
|
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|
|
|
First Pacific Financial
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
BINV - 2023 ETF Series Trust - Brandes International ETF
|
|
|
|
|
|
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III
|
|
|
|
|
|
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
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|
|
|
|
Cornerstone Advisory, LLC
|
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|
|
|
|
Avalon Trust Co
|
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|
|
|
|
Brookstone Capital Management
|
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|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
GeoWealth Management, LLC
|
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|
|
|
|
Tranquilli Financial Advisor LLC
|
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|
|
|
|
Miracle Mile Advisors, LLC
|
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|
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|
Mairs & Power Inc
|
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|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Stephens Consulting, LLC
|
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|
Telos Capital Management, Inc.
|
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|
Tower Bridge Advisors
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
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|
Williams Jones Wealth Management, LLC.
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|
Frazier Financial Advisors, LLC
|
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|
|
|
|
Ninety One UK Ltd
|
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|
|
Arnhold LLC
|
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|
Naples Global Advisors, Llc
|
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|
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A
|
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|
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|
Lawson Kroeker Investment Management Inc/ne
|
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|
Mystic Asset Management, Inc.
|
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|
Td Asset Management Inc
|
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|
Friedenthal Financial
|
|
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|
|
|
Monetary Management Group Inc
|
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|
|
Two Sigma Advisers, Lp
|
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|
Visionary Horizons, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
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|
Fca Corp /tx
|
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|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
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Cozad Asset Management Inc
|
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Edmond De Rothschild Holding S.a.
|
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|
Grandfield & Dodd, Llc
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
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|
Nvwm, Llc
|
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|
Stone House Investment Management, LLC
|
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E&G Advisors, LP
|
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|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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|
Fred Alger Management, Llc
|
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|
Westside Investment Management, Inc.
|
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|
Trexquant Investment LP
|
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|
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
|
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|
|
|
|
Hall Laurie J Trustee
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
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|
Acadian Asset Management Llc
|
|
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|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
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|
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|
Diversify Advisory Services, LLC
|
|
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|
|
|
Adirondack Trust Co
|
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|
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|
WPG Advisers, LLC
|
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|
Scharf Investments, Llc
|
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|
Burns J W & Co Inc/ny
|
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|
Boston Partners
|
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|
|
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|
Ariadne Wealth Management, LP
|
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|
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|
Spinnaker Trust
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
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|
Seacrest Wealth Management, Llc
|
|
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|
|
|
Integral Health Asset Management, LLC
|
|
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|
|
|
American Century Companies Inc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
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|
|
YANKCOM Partnership
|
|
|
|
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|
Kingsview Wealth Management, LLC
|
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|
|
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|
BXM Wealth LLC
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
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|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
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|
Manchester Capital Management LLC
|
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|
Applied Finance Capital Management, LLC
|
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|
Summit Financial, LLC
|
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|
Promethos Capital, LLC
|
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|
HighPoint Advisor Group LLC
|
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|
Formidable Asset Management, LLC
|
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|
Penbrook Management LLC
|
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|
Wedmont Private Capital
|
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|
Stephens Inc /ar/
|
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|
|
|
|
Natural Investments, Llc
|
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|
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|
Bellwether Advisors, LLC
|
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|
Belvedere Trading LLC
|
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|
Vicus Capital
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Scientech Research LLC
|
|
|
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|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
DFIV - Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
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|
Guardian Wealth Advisors, Llc / Nc
|
|
|
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|
Walled Lake Planning & Wealth Management, Llc
|
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|
Pallas Capital Advisors LLC
|
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|
First Affirmative Financial Network
|
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
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|
Valmark Advisers, Inc.
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Delaney Dennis R
|
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|
Highland Capital Management, Llc
|
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|
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|
Americana Partners, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
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|
Arvest Investments, Inc.
|
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|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
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|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Dfa Investment Trust Co - The Dfa International Value Series
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
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|
|
|
Journey Strategic Wealth Llc
|
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|
First County Bank /CT/
|
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|
|
1832 Asset Management L.P.
|
|
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|
|
Mondrian Investment Partners LTD
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
Two Sigma Investments, Lp
|
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|
|
|
Peddock Capital Advisors, Llc
|
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|
|
Transform Wealth, LLC
|
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|
Northside Capital Management, LLC
|
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|
Manning & Napier Advisors Llc
|
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|
|
Eqis Capital Management, Inc.
|
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|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
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|
|
DAVENPORT & Co LLC
|
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|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
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|
|
Veracity Capital LLC
|
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|
|
|
Thompson Investment Management, Inc.
|
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|
|
Liberty One Investment Management, Llc
|
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|
|
|
|
Sonora Investment Management Group, LLC
|
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|
|
|
UBS Group AG
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
New Vernon Capital Holdings II LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund
|
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Proficio Capital Partners LLC
|
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Wulff, Hansen & Co.
|
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TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
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AIMZ Investment Advisors, LLC
|
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|
Janus Henderson Group Plc
|
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Mattern Capital Management, Llc
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
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Argent Advisors, Inc.
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Violich Capital Management, Inc.
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Cypress Asset Management Inc/tx
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Schnieders Capital Management Llc
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Warren Averett Asset Management, LLC
|
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Fifth Third Wealth Advisors LLC
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Rossby Financial, LCC
|
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Hall Capital Management Co Inc
|
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Sapient Capital Llc
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High Note Wealth, LLC
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Capital Insight Partners, Llc
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Park National Corp /oh/
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Chevy Chase Trust Holdings, Inc.
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Dakota Community Bank & Trust NA
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First City Capital Management, Inc.
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Opal Wealth Advisors, LLC
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Benedict Financial Advisors Inc
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Nisa Investment Advisors, Llc
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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Schechter Investment Advisors, LLC
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StrongBox Wealth, LLC
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Rsm Us Wealth Management Llc
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Wealthspire Advisors, LLC
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CAPROCK Group, Inc.
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Trust Point Inc.
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Savant Capital, LLC
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Acorn Creek Capital Llc
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Smartleaf Asset Management LLC
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Spears Abacus Advisors LLC
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Ramirez Asset Management, Inc.
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S.A. Mason LLC
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JBGlobal.com LLC
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Cambridge Advisors Inc.
|
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
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|
|
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|
R Squared Ltd
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Tacita Capital Inc
|
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Van Strum & Towne Inc.
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Monte Financial Group, LLC
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Hartford Financial Management Inc.
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Fisher Asset Management, LLC
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O'shaughnessy Asset Management, Llc
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LMR Partners LLP
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Hopwood Financial Services, Inc.
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Center for Financial Planning, Inc.
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Covenant Partners, LLC
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Murphy & Mullick Capital Management Corp
|
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M. Kulyk & Associates, LLC
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
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|
Total Investment Management Inc
|
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|
Jeppson Wealth Management, Llc
|
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apricus wealth, LLC
|
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|
Mascoma Wealth Management LLC
|
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JustInvest LLC
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|
Barclays Plc
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Blair William & Co/il
|
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Welch Group, LLC
|
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Oppenheimer & Co Inc
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Envestnet Asset Management Inc
|
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|
Altman Advisors, Inc.
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
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|
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|
|
Optimum Investment Advisors
|
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|
Financial Perspectives, Inc
|
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|
Capital A Wealth Management, LLC
|
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|
|
Dimensional Fund Advisors Lp
|
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|
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Abundance Wealth Counselors
|
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|
Kestra Investment Management, LLC
|
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|
Bradyco, Inc.
|
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|
West Branch Capital LLC
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Bfsg, Llc
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|
Jacobs & Co/ca
|
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Engineers Gate Manager LP
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Highline Wealth Partners Llc
|
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|
Pacifica Partners Inc.
|
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Welch & Forbes Llc
|
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Viawealth, Llc
|
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Newbridge Financial Services Group, Inc.
|
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|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
Lazard Asset Management Llc
|
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|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
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|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Atria Investments Llc
|
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|
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|
Platform Technology Partners
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va International Value Portfolio
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Perennial Advisors, LLC
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Hager Investment Management Services, Llc
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Thoroughbred Financial Services, Llc
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Csenge Advisory Group
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Xponance, Inc.
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Beddow Capital Management Inc
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Scott Marsh Financial, LLC
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Traveka Wealth, LLC
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Farmers & Merchants Investments Inc
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Wealth Group, Ltd.
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Nbt Bank N A /ny
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Princeton Global Asset Management LLC
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Crossmark Global Holdings, Inc.
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Cookson Peirce & Co Inc
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Broderick Brian C
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Weatherly Asset Management L. P.
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Baldwin Brothers Inc/ma
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Victory Capital Management Inc
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Kentucky Trust Co
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Brady Family Wealth, Llc
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Atticus Wealth Management, Llc
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Choate Investment Advisors
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Brown, Lisle/cummings, Inc.
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Bristol John W & Co Inc /ny/
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WealthCollab, LLC
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DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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Quadrant Capital Group Llc
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Cornerstone Wealth Management, LLC
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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Prentiss Smith & Co Inc
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Strategic Investment Solutions, Inc. /IL
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Albert D Mason Inc
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Everett Harris & Co /ca/
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NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
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Bridgefront Capital, LLC
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Trace Wealth Advisors, LLC
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Gallacher Capital Management LLC
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Asset Planning,Inc
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Tudor Investment Corp Et Al
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DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
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Argyle Capital Partners, LLC
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Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
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Twin City Private Wealth, Llc
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Parkwood LLC
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Beacon Investment Advisors Llc
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IMC-Chicago, LLC
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Round Hill Asset Management
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Clifford Swan Investment Counsel Llc
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Wayfinding Financial, LLC
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MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
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AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
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Hutner Capital Management Inc
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Stock Yards Bank & Trust Co
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Parsons Capital Management Inc/ri
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Apexium Financial, Lp
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Castlekeep Investment Advisors Llc
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Bristlecone Advisors, LLC
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Glass Jacobson Investment Advisors llc
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Lantz Financial LLC
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Heritage Family Offices, LLP
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Ancora Advisors, LLC
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IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
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Kennon-Green & Company, LLC
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Evelyn Partners Investment Management LLP
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Mount Yale Investment Advisors, LLC
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Hemington Wealth Management
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Baker Tilly Financial, Llc
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Norris Perne & French Llp/mi
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Meridian Wealth Advisors, LLC
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Federated Hermes, Inc.
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Kovack Advisors, Inc.
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Private Wealth Asset Management, LLC
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Argyle Capital Management Inc.
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IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
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|
Net Worth Advisory Group
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Bartlett & Co. Wealth Management Llc
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Marotta Asset Management
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Atomi Financial Group, Inc.
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Jpmorgan Chase & Co
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Sunbelt Securities, Inc.
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Foresight Global Investors, Inc.
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Lantern Wealth Advisors, LLC
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Lee Danner & Bass Inc
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Kestra Private Wealth Services, Llc
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FineMark National Bank & Trust
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Northern Trust Corp
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Wedbush Securities Inc
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Cedar Wealth Management, LLC
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Smithbridge Asset Management Inc/de
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Hazlett, Burt & Watson, Inc.
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Fayez Sarofim & Co
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Headinvest, Llc
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Glenmede Trust Co Na
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Advyzon Investment Management, LLC
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Farther Finance Advisors, LLC
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Richardson Financial Services Inc.
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MeadowBrook Investment Advisors LLC
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Parkside Financial Bank & Trust
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VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
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|
Intrust Bank Na
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Wood Tarver Financial Group, LLC
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Hughes Financial Services, LLC
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Revisor Wealth Management LLC
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Aspen Grove Capital, LLC
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Clarius Group, LLC
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Abound Wealth Management
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HHM Wealth Advisors, LLC
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Angeles Wealth Management, Llc
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Modern Wealth Management, LLC
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Integrated Wealth Concepts LLC
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Philadelphia Trust Co
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Denali Advisors Llc
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CRA Financial Services, LLC
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Pacific Center for Financial Services
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Baird Financial Group, Inc.
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City State Bank
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NewEdge Wealth, LLC
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Hilltop National Bank
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Nova Wealth Management, Inc.
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Cascade Investment Advisors, Inc.
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WealthTrust Axiom LLC
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Close Asset Management Ltd
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Ridgewood Investments LLC
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Fairscale Capital, LLC
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Horizon Wealth Management, LLC
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|
Ntv Asset Management Llc
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WealthPlan Investment Management, LLC
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|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
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|
Sanibel Captiva Trust Company, Inc.
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|
Trust Co Of Toledo Na /oh/
|
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|
Prestige Wealth Management Group LLC
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Cypress Capital Group
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Analyst IMS Investment Management Services Ltd.
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Earnest Partners Llc
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Sequoia Financial Advisors, LLC
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Resonant Capital Advisors, LLC
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Delphi Management Inc /ma/
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|
CENTRAL TRUST Co
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|
SevenBridge Financial Group, LLC
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|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
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|
First Manhattan Co
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|
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|
Mar Vista Investment Partners Llc
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|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
BKD Wealth Advisors, LLC
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|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
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Financial Management Professionals, Inc.
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1620 Investment Advisors, Inc.
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Holderness Investments Co
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Country Club Bank /gfn
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|
VSM Wealth Advisory, LLC
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|
Sphera Funds Management Ltd.
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Point72 Europe (London) LLP
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|
Atria Wealth Solutions, Inc.
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|
Financial Network Wealth Advisors LLC
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|
Hanson & Doremus Investment Management
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|
Moloney Securities Asset Management, LLC
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|
|
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|
Assetmark, Inc
|
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|
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|
Proathlete Wealth Management Llc
|
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|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Divergent Planning, LLC
|
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|
|
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|
Altrius Capital Management Inc
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|
|
|
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|
Alerus Financial Na
|
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|
Graypoint LLC
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|
|
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|
Quadcap Wealth Management, LLC
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|
Chicago Partners Investment Group LLC
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|
Financial Security Advisor, Inc.
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|
Pensionmark Financial Group, Llc
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|
Park Square Financial Group, LLC
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|
|
Citigroup Inc
|
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|
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|
Altfest L J & Co Inc
|
|
|
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|
Northstar Asset Management Llc
|
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|
Wealth Enhancement Advisory Services, Llc
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|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Excalibur Management Corp
|
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|
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|
Ruggaard & Associates LLC
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|
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|
Tocqueville Asset Management L.p.
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|
|
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|
Hartford Funds Management Co LLC
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|
|
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|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
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|
American National Bank
|
|
|
|
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|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
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|
|
|
|
Ativo Capital Management LLC
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|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
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|
Romano Brothers And Company
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|
Granite FO LLC
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|
Bailard, Inc.
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|
Gts Securities Llc
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|
Gabelli Equity Trust Inc
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|
|
|
CHICAGO TRUST Co NA
|
|
|
|
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|
Steigerwald, Gordon & Koch Inc.
|
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|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Integrated Quantitative Investments LLC
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|
|
|
|
City Holding Co
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
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|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
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|
|
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|
MorganRosel Wealth Management, LLC
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|
Mml Investors Services, Llc
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|
|
|
|
Eldred Rock Partners, LLC
|
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|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
|
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|
Cascade Financial Partners, LLC
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|
|
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|
Timber Creek Capital Management LLC
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|
Coleford Investment Management Ltd.
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|
|
Clear Street Markets Llc
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|
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|
Ethos Financial Group, LLC
|
|
|
|
|
|
Tweedy, Browne Co LLC
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|
|
|
|
|
Creative Capital Management Investments LLC
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|
|
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|
Sagespring Wealth Partners, Llc
|
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|
|
|
|
Key Client Fiduciary Advisors, LLC
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|
|
|
|
|
Riversedge Advisors, Llc
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|
|
|
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|
Oliver Lagore Vanvalin Investment Group
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|
|
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|
Marquette Asset Management, LLC
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|
|
|
|
|
Spire Wealth Management
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|
|
|
|
Mayflower Financial Advisors, LLC
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|
Cresset Asset Management, LLC
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|
Wealthstream Advisors, Inc.
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|
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|
MONECO Advisors, LLC
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|
|
|
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|
Cetera Trust Company, N.A
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Evermay Wealth Management Llc
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|
Watershed Private Wealth Llc
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|
Horrell Capital Management, Inc.
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|
Value Partners Investments Inc.
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|
Cerity Partners LLC
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|
St. Clair Advisors, LLC
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|
|
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|
Lavaca Capital Llc
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|
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|
Maseco Llp
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|
Arlington Trust Co LLC
|
|
|
|
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|
Agate Pass Investment Management, LLC
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|
GMOI - 2023 ETF Series Trust II - GMO International Value ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
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|
|
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|
Hayek Kallen Investment Management
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|
Berkeley Capital Partners, LLC
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|
Change Path, LLC
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|
Gradient Investments LLC
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|
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|
Nexus Investment Management ULC
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|
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|
Allen Wealth Management, Llc
|
|
|
|
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|
AllSquare Wealth Management LLC
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|
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|
Chapman Financial Group, Llc
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|
Hendershot Investments Inc.
|
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|
|
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|
Country Trust Bank
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|
|
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|
Wsfs Capital Management, Llc
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|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Elevation Series Trust - The Opal International Dividend Income ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
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|
|
|
|
Venturi Wealth Management, LLC
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|
|
|
|
Lowe Brockenbrough & Co Inc
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|
Providence Capital Advisors, LLC
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|
Skopos Labs, Inc.
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|
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|
Mason Capital Fund Trust - Fundamentals First ETF
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|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
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|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
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|
|
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|
Marino, Stram & Associates Llc
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|
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|
Carr Financial Group Corp
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|
Bayforest Capital Ltd
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|
Semmax Financial Advisors Inc.
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|
Resources Investment Advisors, LLC.
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|
Hollencrest Capital Management
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|
Annis Gardner Whiting Capital Advisors, LLC
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|
Elmwood Wealth Management, Inc.
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|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Kennedy Investment Group
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|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Hudson Capital Management LLC
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|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
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|
American Trust Investment Advisors, LLC
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|
|
|
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|
Cary Street Partners Financial Llc
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|
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Texas Permanent School Fund
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Perkins Coie Trust Co
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BTC Capital Management, Inc.
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AlphaCore Capital LLC
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Grove Bank & Trust
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Squarepoint Ops LLC
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Private Wealth Partners, LLC
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Safe Harbor Fiduciary, LLC
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Morse Asset Management, Inc
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Harrell Investment Partners, Llc
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Liberty Wealth Management Llc
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Perennial Investment Advisors, LLC
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Sofos Investments, Inc.
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Community Financial Services Group, LLC
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Camden Capital, LLC
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AlTi Global, Inc.
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Ashton Thomas Private Wealth, LLC
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Hutchinson Financial Advisors, INC
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Flywheel Private Wealth LLC
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EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A
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Bessemer Group Inc
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West Family Investments, Inc.
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Insigneo Advisory Services, Llc
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Marshall & Sterling Wealth Advisors Inc.
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Beach Investment Counsel Inc/pa
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Northwestern Mutual Wealth Management Co
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Pinnacle Wealth Planning Services, Inc.
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Legacy Capital Group California, Inc.
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Cypress Wealth Services, LLC
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Hollow Brook Wealth Management LLC
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Whalerock Point Partners, Llc
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Brown Advisory Inc
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DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
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Neville Rodie & Shaw Inc
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TCG Advisory Services, LLC
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New York State Common Retirement Fund
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Westend Capital Management LLC
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Sachetta, LLC
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Novem Group
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Advisors Capital Management, LLC
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Principal Securities, Inc.
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Checchi Capital Advisers, LLC
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Armstrong Advisory Group, Inc
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GAMMA Investing LLC
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Kayne Anderson Rudnick Investment Management Llc
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Roxbury Financial LLC
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Quad-Cities Investment Group, LLC
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Barry Investment Advisors, LLC
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Ronald Blue Trust, Inc.
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Joel Isaacson & Co., LLC
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Dunhill Financial, LLC
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Catalyst Capital Advisors LLC
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Zevin Asset Management Llc
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SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
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Mesirow Financial Investment Management, Inc.
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Axxcess Wealth Management, Llc
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Drucker Wealth 3.0, LLC
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FLC Capital Advisors
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Five Oceans Advisors
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Seven Mile Advisory
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Coston, McIsaac & Partners
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EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
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Horizon Kinetics Asset Management Llc
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Portside Wealth Group, LLC
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Marshall Wace, Llp
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Citizens National Bank Trust Department
|
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Winch Advisory Services, LLC
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Edgemoor Investment Advisors, Inc.
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Cullen Investment Group, Ltd.
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D.a. Davidson & Co.
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Millstone Evans Group, LLC
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Df Dent & Co Inc
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Kendall Capital Management
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Ssa Swiss Advisors Ag
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
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Circle Wealth Management, LLC
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Valeo Financial Advisors, LLC
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Dorsey & Whitney Trust CO LLC
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Stablepoint Partners, LLC
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Rehmann Capital Advisory Group
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Citadel Advisors Llc
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Laraway Financial Inc
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Missouri Trust & Investment Co
|
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Bedel Financial Consulting, Inc.
|
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|
CWA Asset Management Group, LLC
|
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Delta Financial Group, Inc.
|
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Ballentine Partners, LLC
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Lighthouse Investment Partners, LLC
|
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Pitcairn Co
|
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|
First Citizens Bank & Trust Co
|
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|
Greenwich Wealth Management LLC
|
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|
Garde Capital, Inc.
|
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USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
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|
DRW Securities, LLC
|
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|
Us Bancorp \de\
|
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|
Verity & Verity, LLC
|
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|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
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|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
|
Aprio Wealth Management, LLC
|
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|
BRYN MAWR TRUST Co
|
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|
Oakworth Capital, Inc.
|
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|
Toronto Dominion Bank
|
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|
North Star Asset Management Inc
|
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|
Corient IA LLC
|
|
|
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|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
One Wealth Advisors, LLC
|
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|
|
Evolution Wealth Management Inc.
|
|
|
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|
Compass Ion Advisors, LLC
|
|
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|
Sittner & Nelson, Llc
|
|
|
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|
|
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
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|
Hoese & Co LLP
|
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|
