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