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