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Concorde Asset Management, LLC
|
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Prestige Wealth Management Group LLC
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Everett Harris & Co /ca/
|
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Schechter Investment Advisors, LLC
|
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|
Montecito Bank & Trust
|
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|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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Ausbil Investment Management Ltd
|
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Huntington National Bank
|
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Valley National Advisers Inc
|
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Zacks Investment Management
|
|
|
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Alliance Wealth Advisors, LLC /UT
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Gluskin Sheff & Assoc Inc
|
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Legacy Capital Group California, Inc.
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AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
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Dupree Financial Group, LLC
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Leo Wealth, LLC
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
|
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Cannon Wealth Management Services, LLC
|
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KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
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Sabal Trust CO
|
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Energy Income Partners, LLC
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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Alan B. Lancz & Associates, Inc.
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Schnieders Capital Management Llc
|
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Clearbridge Investments, LLC
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Petros Family Wealth, LLC
|
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Old North State Trust, LLC
|
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GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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West Family Investments, Inc.
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Beacon Investment Advisors Llc
|
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Genesis Private Wealth, Llc
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Sanders Morris Harris Llc
|
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Stone House Investment Management, LLC
|
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N.E.W. Advisory Services LLC
|
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Pnc Financial Services Group, Inc.
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Telos Capital Management, Inc.
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Kayne Anderson Capital Advisors Lp
|
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Brown, Lisle/cummings, Inc.
|
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JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF
|
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Doheny Asset Management /ca
|
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Orbis Allan Gray Ltd
|
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Rexford Capital Inc
|
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Integrated Wealth Concepts LLC
|
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Five Oceans Advisors
|
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Insigneo Advisory Services, Llc
|
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Brendel Financial Advisors LLC
|
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United Community Bank
|
|
|
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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Montrusco Bolton Investments Inc.
|
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Pekin Hardy Strauss, Inc.
|
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DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
|
|
|
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Avion Wealth
|
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Retirement Wealth Solutions LLC
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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Nbt Bank N A /ny
|
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Alpine Bank Wealth Management
|
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Nuveen Real Asset Income & Growth Fund
|
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
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Hengehold Capital Management Llc
|
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Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
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Security National Bank
|
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|
MRP Capital Investments, LLC
|
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Capital Investment Advisory Services, LLC
|
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Smith Chas P & Associates Pa Cpas
|
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Regions Financial Corp
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
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|
Mutual Advisors, LLC
|
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|
Clearbridge Energy Mlp Opportunity Fund Inc.
|
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|
Gibson Wealth Advisors LLC
|
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Bogart Wealth, LLC
|
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Integrity Alliance, Llc.
|
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Colony Group, LLC
|
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Centaurus Financial, Inc.
|
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Formidable Asset Management, LLC
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Sunpointe, LLC
|
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BKM Wealth Management, LLC
|
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|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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Kovack Advisors, Inc.
|
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Albion Financial Group /ut
|
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49 Wealth Management, Llc
|
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|
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF
|
|
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|
Westbourne Investments, Inc.
|
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Stifel Financial Corp
|
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Ntv Asset Management Llc
|
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Hopwood Financial Services, Inc.
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
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|
Kellett Schaffner Wealth Advisors LLC
|
|
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|
First Manhattan Co
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
1 North Wealth Services Llc
|
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|
Soltis Investment Advisors LLC
|
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|
Wolff Wiese Magana Llc
|
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|
M Holdings Securities, Inc.
|
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|
|
Mesirow Financial Investment Management, Inc.
|
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|
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|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
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|
|
|
|
Fisher Asset Management, LLC
|
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|
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|
Sierra Ocean, Llc
|
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|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Morgan Stanley Institutional Investment Advisors LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A
|
|
|
|
|
|
SIG North Trading, ULC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Aldebaran Capital, Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Viawealth, Llc
|
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Lowe Wealth Advisors, LLC
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Peapack Gladstone Financial Corp
|
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Blue Bell Private Wealth Management, Llc
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Capital World Investors
|
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Quotient Wealth Partners, LLC
|
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
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|
|
Avalon Trust Co
|
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Aspire Private Capital, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
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Broyhill Asset Management
|
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Independence Bank of Kentucky
|
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IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
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Ancora Advisors, LLC
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|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Meixler Investment Management, Ltd.
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Deutsche Bank Ag\
|
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Flagship Wealth Advisors, Llc
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Border to Coast Pensions Partnership Ltd
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Franklin Street Advisors Inc /nc
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Glenmede Investment Management, LP
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JT Stratford LLC
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Nemes Rush Group LLC
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USAI - Pacer Funds Trust - Pacer American Energy Independence ETF
|
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CenterBook Partners LP
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Rsm Us Wealth Management Llc
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Bank Of Montreal /can/
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Arbor Investment Advisors, LLC
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Arete Wealth Advisors, LLC
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TD Waterhouse Canada Inc.
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Csenge Advisory Group
|
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Cumberland Partners Ltd
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Addison Advisors LLC
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Cubist Systematic Strategies, LLC
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Bradley Foster & Sargent Inc/ct
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Clarius Group, LLC
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Beaird Harris Wealth Management, LLC
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INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
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Carnegie Lake Advisors LLC
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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Koesten, Hirschmann & Crabtree, INC.
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Gabelli Equity Trust Inc
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Harbour Investments, Inc.
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Murphy, Middleton, Hinkle & Parker, Inc.
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Cranbrook Wealth Management, LLC
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Intact Investment Management Inc.
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NewGen Equity Long/Short Fund
|
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PFG Investments, LLC
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Cushing Asset Management, Lp
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Trust Co Of Virginia /va
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Davis R M Inc
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Blair William & Co/il
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Gratus Wealth Advisors, LLC
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GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
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|
Manchester Financial Inc
|
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Prudential Financial Inc
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TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
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Quadrature Capital Ltd
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Tudor Investment Corp Et Al
|
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Fairscale Capital, LLC
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Code Waechter LLC
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Key Client Fiduciary Advisors, LLC
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|
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
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Edmp, Inc.
|
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Anfield Capital Management, LLC
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Cary Street Partners Financial Llc
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Farmers & Merchants Investments Inc
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Level Four Advisory Services, Llc
|
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GeoWealth Management, LLC
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AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
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PARK CIRCLE Co
|
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Amundi
|
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Country Trust Bank
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
Kestra Private Wealth Services, Llc
|
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Trust Co Of Toledo Na /oh/
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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BLI - Banque de Luxembourg Investments
|
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Envestnet Asset Management Inc
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GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Beese Fulmer Investment Management, Inc.
|
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Trifecta Capital Advisors, LLC
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Fsb Premier Wealth Management, Inc.
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|
Gabelli Funds Llc
|
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Atomi Financial Group, Inc.
|
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RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
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|
Whittier Trust Co
|
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|
Stratos Wealth Partners, LTD.
|
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Penserra Capital Management LLC
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|
Independent Advisor Alliance
|
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|
Ewing Morris & Co. Investment Partners Ltd.
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Wealthquest Corp
|
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|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
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|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Cozad Asset Management Inc
|
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|
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|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
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|
|
|
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
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|
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|
|
Shulman DeMeo Asset Management LLC
|
|
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|
|
Scotia Capital Inc.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
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|
Lee Financial Co
|
|
|
|
|
|
Rogco, Lp
|
|
|
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|
|
State Street Corp
|
|
|
|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
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|
|
Fruth Investment Management
|
|
|
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|
|
Beacon Financial Group
|
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|
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|
|
Massmutual Trust Co Fsb/adv
|
|
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|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Heronetta Management, L.P.
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
EWC - iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Comprehensive Money Management Services LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Maple-Brown Abbott Ltd
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
DAINX - Dunham Funds - Dunham International Stock Fund Class A
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
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BCS Wealth Management
|
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Tevis Investment Management
|
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GQG Partners LLC
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Creekmur Asset Management LLC
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JBR Co Financial Management Inc
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Granite Group Advisors, LLC
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Shepherd Financial Partners LLC
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Legal & General Group Plc
|
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IXC - iSHARES TRUST - iShares Global Energy ETF
|
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MSH Capital Advisors LLC
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PBMares Wealth Management LLC
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Leavell Investment Management, Inc.
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Segment Wealth Management, LLC
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Triangle Securities Wealth Management
|
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Alpha Cubed Investments, LLC
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Sather Financial Group Inc
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Principle Wealth Partners Llc
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
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|
|
Keybank National Association/oh
|
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Baskin Financial Services Inc.
|
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RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
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|
Qube Research & Technologies Ltd
|
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Strategic Advisors LLC
|
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Thomasville National Bank
|
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Vision Financial Markets Llc
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Quadcap Wealth Management, LLC
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Motco
|
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|
Arcadia Investment Management Corp/mi
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SageView Advisory Group, LLC
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Weaver C. Barksdale & Associates, Inc.
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Trust Co
|
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Hartland & Co., LLC
|
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FineMark National Bank & Trust
|
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Raleigh Capital Management Inc.
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Bellevue Asset Management, Llc
|
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First Trust Advisors Lp
|
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Vermillion Wealth Management, Inc.
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International Assets Investment Management, Llc
|
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Keystone Financial Group
|
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M&G Plc
|
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Abound Financial, Llc
|
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Tiaa Trust, National Association
|
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Atlantic Union Bankshares Corp
|
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Frazier Financial Advisors, LLC
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Regatta Capital Group, Llc
|
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Amplify Investments, Llc
|
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Diversified Portfolios, Inc.
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Periscope Capital Inc.
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Adirondack Trust Co
|
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|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
Washington Trust Advisors, Inc.
|
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Anchor Investment Management, LLC
|
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Duff & Phelps Investment Management Co
|
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Graypoint LLC
|
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|
Davis-rea Ltd.
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Crewe Advisors LLC
|
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|
Northwest & Ethical Investments L.P.
|
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Pinnacle Associates Ltd
|
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|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
BNIVX - Perpetual Americas Funds Trust - Barrow Hanley International Value Fund Institutional Shares
|
|
|
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|
|
Whipplewood Advisors, LLC
|
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|
Wealth Alliance Advisory Group, LLC
|
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|
America First Investment Advisors, LLC
|
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|
Millstone Evans Group, LLC
|
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|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
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|
Drive Wealth Management, Llc
|
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|
Bluefin Capital Management, Llc
|
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|
Ted Buchan & Co
|
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|
Ausdal Financial Partners, Inc.
|
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Cullen Investment Group, Ltd.
|
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Naples Global Advisors, Llc
|
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Spirit Of America Management Corp/ny
|
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|
Highland Capital Management, Llc
|
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|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Old Port Advisors
|
|
|
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|
Novare Capital Management Llc
|
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Studio Investment Management Llc
|
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|
Edmond De Rothschild Holding S.a.
|
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|
Viking Fund Management Llc
|
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|
TruNorth Capital Management, LLC
|
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|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
Anson Funds Management LP
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
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Bank Of Nova Scotia
|
|
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SlateStone Wealth, LLC
|
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|
Laurel Wealth Advisors LLC
|
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|
Beacon Capital Management, LLC
|
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|
Thornburg Investment Management Inc
|
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RFG Advisory, LLC
|
|
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VeraBank, N.A.
|
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|
Alerus Financial Na
|
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Hager Investment Management Services, Llc
|
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|
Alpha Omega Wealth Management LLC
|
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Woodward Diversified Capital, Llc
|
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|
Pure Financial Advisors, Inc.
|
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|
|
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|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Mission Wealth Management, Lp
|
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|
Cromwell Holdings LLC
|
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|
Essex Financial Services, Inc.
|
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|
Associated Banc-corp
|
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|
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HB Wealth Management, LLC
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|
Global Trust Asset Management, LLC
|
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|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
|
|
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|
|
Grove Bank & Trust
|
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|
Parkwood LLC
|
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|
Gamco Investors, Inc. Et Al
|
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Recurrent Investment Advisors LLC
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Fiera Capital Corp
|
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Lloyd Advisory Services, LLC.
|
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|
Meyer Handelman Co
|
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HBK Sorce Advisory LLC
|
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|
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|
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WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
|
|
|
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|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
|
|
Midwest Trust Co
|
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|
Johnson Financial Group, Inc.
|
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Mark Sheptoff Financial Planning, Llc
|
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Dakota Wealth Management
|
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|
Redmont Wealth Advisors Llc
|
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|
Tsfg, Llc
|
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|
|
|
|
Alps Advisors Inc
|
|
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|
Inspire Advisors, LLC
|
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|
Ritholtz Wealth Management
|
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|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
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|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
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|
IHT Wealth Management, LLC
|
|
|
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|
|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
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|
|
Archer Investment Corp
|
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|
Intech Investment Management Llc
|
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|
Adell Harriman & Carpenter Inc
|
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|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Magnetar Financial LLC
|
|
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|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
|
Kennebec Savings Bank
|
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|
|
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FourThought Financial Partners, LLC
|
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|
Gables Capital Management Inc.
|
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Connor, Clark & Lunn Investment Management Ltd.
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Curat Global, LLC
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Cardinal Capital Management, Inc.
|
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|
|
FDx Advisors, Inc.
|
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|
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|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
|
|
CX Institutional
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
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|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
PJT Investments Corp.
|
|
|
|
|
|
Daxor Corp
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
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|
Twin City Private Wealth, Llc
|
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|
Rise Advisors, LLC
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|
MAI Capital Management
|
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|
Diversify Advisory Services, LLC
|
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|
Kathmere Capital Management, LLC
|
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|
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
|
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|
Successful Portfolios LLC
|
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|
Cary Street Partner Investment Advisory Llc
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Adalta Capital Management LLC
|
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|
Birchbrook, Inc.
|
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First Pacific Financial
|
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RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
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|
Kiker Wealth Management, LLC
|
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|
Aprio Wealth Management, LLC
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|
Intrust Bank Na
|
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|
Wellington Shields Capital Management, LLC
|
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|
Prosperity Consulting Group, LLC
|
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|
Venturi Wealth Management, LLC
|
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|
Envestnet Portfolio Solutions, Inc.
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|
Canandaigua National Bank & Trust Co
|
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Pinnacle Bancorp, Inc.
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Garde Capital, Inc.
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Ameritas Investment Partners, Inc.
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Guardian Asset Advisors, LLC
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Brown Brothers Harriman & Co
|
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Mirador Capital Partners LP
|
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UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
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Kestra Advisory Services, LLC
|
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|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
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|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
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|
Barclays Plc
|
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Parallax Volatility Advisers, L.P.
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
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FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
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|
Gibbs Wealth Management
|
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Advisors Management Group Inc /adv
|
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BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
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|
Verdence Capital Advisors LLC
|
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GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF
|
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|
Freestone Capital Holdings, LLC
|
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|
Hilltop Holdings Inc.
|
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National Asset Management, Inc.
|
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Ieq Capital, Llc
|
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EverSource Wealth Advisors, LLC
|
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Assenagon Asset Management S.A.
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Stamos Capital Partners, L.p.
|
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Mount Yale Investment Advisors, LLC
|
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UBS Group AG
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Rockefeller Capital Management L.P.
|
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Caitong International Asset Management Co., Ltd
|
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Kingstone Capital Partners Texas, LLC
|
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Jarislowsky, Fraser Ltd
|
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Christopher J. Hasenberg, Inc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
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|
UMA Financial Services, Inc.
|
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|
Jaffetilchin Investment Partners, LLC
|
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|
Assetmark, Inc
|
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|
Bedel Financial Consulting, Inc.
|
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|
First Bank & Trust
|
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|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
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|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
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|
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
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|
SWAN Capital LLC
|
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|
M. Kraus & Co
|
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|
Lido Advisors, LLC
|
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|
Smithfield Trust Co
|
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|
Bramshill Investments, LLC
|
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|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Td Asset Management Inc
|
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|
Colonial Trust Co / SC
|
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|
Varma Mutual Pension Insurance Co
|
|
|
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|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
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|
Point72 Asset Management, L.P.
|
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|
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
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|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
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|
|
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|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
NewGen Asset Management Ltd
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
|
|
|
|
|
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Cincinnati Indemnity Co
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Mufg Securities (canada), Ltd.
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
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Venture Visionary Partners LLC
|
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Victory Capital Management Inc
|
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First Citizens Bank & Trust Co
|
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LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF
|
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Islay Capital Management, Llc
|
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Summit X, LLC
|
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St Germain D J Co Inc
|
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Truist Financial Corp
|
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Murphy & Mullick Capital Management Corp
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Commonwealth Equity Services, Llc
|
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Franklin Resources Inc
|
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Trajan Wealth LLC
|
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Shufro Rose & Co Llc
|
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|
Cape Investment Advisory, Inc.
|
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Exchange Traded Concepts, Llc
|
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VisionPoint Advisory Group, LLC
|
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TrueMark Investments, LLC
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LPL Financial LLC
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GAMMA Investing LLC
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Twinbeech Capital Lp
|
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Sittner & Nelson, Llc
|
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Mfg Wealth Management, Inc.
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Barrett & Company, Inc.
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Orion Portfolio Solutions, LLC
|
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Michels Family Financial, LLC
|
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
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IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares
|
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Agf Management Ltd
|
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BlackRock ESG Capital Allocation Trust
|
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Armstrong Advisory Group, Inc
|
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Logan Capital Management Inc
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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Parsons Capital Management Inc/ri
|
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Cfm Wealth Partners Llc
|
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Midwest Capital Advisors, LLC
|
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Janney Montgomery Scott LLC
|
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SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
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Royal Bank Of Canada
|
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Capital A Wealth Management, LLC
|
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CAPROCK Group, Inc.
|
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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|
Coston, McIsaac & Partners
|
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Winch Advisory Services, LLC
|
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ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
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GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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Highline Wealth Partners Llc
|
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Beacon Pointe Advisors, LLC
|
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Cincinnati Casualty Co
|
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Client 1st Advisory Group, Llc
|
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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Wolverine Trading, Llc
|
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ANDNX - AQR Funds - AQR International Defensive Style Fund Class N
|
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FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
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CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
|
|
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Bank & Trust Co
|
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|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
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|
We Are One Seven, LLC
|
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Ameritas Advisory Services, LLC
|
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Independent Solutions Wealth Management, LLC
|
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Adams Asset Advisors, LLC
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CVA Family Office, LLC
|
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Arrowstreet Capital, Limited Partnership
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Flaharty Asset Management, LLC
|
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Lombard Odier Asset Management (Switzerland) SA
|
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Cresset Asset Management, LLC
|
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Legacy Wealth Managment, LLC/ID
|
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|
Genus Capital Management Inc.
|
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|
Synovus Financial Corp
|
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MainStreet Investment Advisors LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
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|
Bleakley Financial Group, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
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|
American National Bank
|
|
|
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|
Mariner, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
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|
Marino, Stram & Associates Llc
|
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|
Russell Investments Group, Ltd.
|
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|
Woodbridge CO LTD
|
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|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Guardian Partners Inc.
|
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|
|
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|
Meridian Investment Counsel Inc.
|
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|
Bessemer Group Inc
|
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|
Griffin Asset Management, Inc.
|
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|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
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|
Roxbury Financial LLC
|
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|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
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|
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|
|
Toroso Investments, LLC
|
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|
|
|
|
Brown Advisory Inc
|
|
|
|
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|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
XIDV - Franklin Templeton ETF Trust - Franklin International Dividend Multiplier Index ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P
|
|
|
|
|
|
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
|
|
|
|
|
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Keystone Financial Services
|
|
|
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Empire Financial Management Company, LLC
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Susquehanna International Group, Llp
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Bartlett & Co. Wealth Management Llc
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JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
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Harbor Asset Planning, Inc.
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GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
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Verity & Verity, LLC
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IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
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Beck Capital Management, Llc
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Bridgewater Advisors Inc.
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Osher Van de Voorde Investment Management
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Clear Street Markets Llc
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Financial Advocates Investment Management
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
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Value Partners Investments Inc.
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Brian Low Financial Group, Llc
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Waterloo Capital, L.P.
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Prospera Financial Services Inc
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Webster Bank, N. A.
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FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
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Lord, Abbett & Co. Llc
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Azimuth Capital Investment Management LLC
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YANKCOM Partnership
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Tortoise Capital Series Trust - Tortoise Essential Energy Fund
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Stokes Capital Advisors, LLC
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Smartleaf Asset Management LLC
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Oakworth Capital, Inc.
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Mid-American Wealth Advisory Group, Inc.
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IFG Advisory, LLC
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FIL Ltd
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STXI - EA Series Trust - Strive International Developed Markets ETF
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TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
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Parkside Financial Bank & Trust
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AssuredPartners Investment Advisors, LLC
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Sunbelt Securities, Inc.
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River Street Advisors LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Aspiriant, Llc
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Powers Advisory Group, LLC
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FNY Investment Advisers, LLC
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Hartford Financial Management Inc.
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Nuveen, LLC
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Coastal Bridge Advisors, LLC
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Skopos Labs, Inc.
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Pictet Asset Management Holding SA
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Cyndeo Wealth Partners, LLC
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Mechanics Bank Trust Department
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Donaldson Capital Management, Llc
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McIlrath & Eck, LLC
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First Horizon Advisors, Inc.
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DekaBank Deutsche Girozentrale
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Strive Asset Management, LLC
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PDS Planning, Inc
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Mattern Wealth Management LLC
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Sequoia Financial Advisors, LLC
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Toronto Dominion Bank
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Change Path, LLC
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Blue Fin Capital, Inc.
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Garrison Bradford & Associates Inc
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Trust Co Of Vermont
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FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund
|
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IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
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CacheTech Inc.
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Platform Technology Partners
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FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
|
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Boyd Watterson Asset Management Llc/oh
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EUSM - Strategy Shares - Eventide US Market ETF
|
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GLOBALT Investments LLC / GA
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Pathstone Holdings, LLC
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Foundations Investment Advisors, LLC
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Aviso Financial Inc.
|
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Ethic Inc.
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Advocate Group Llc
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CAP Partners, LLC
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Semmax Financial Advisors Inc.
|
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Triasima Portfolio Management inc.
|
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Voya Investment Management Llc
|
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First PREMIER Bank
|
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|
Financial Connections Group, Inc.
|
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AlphaCore Capital LLC
|
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|
TOWER TRUST & INVESTMENT Co
|
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|
Great West Life Assurance Co /can/
|
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Red Door Wealth Management, LLC
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|
PIMCO Energy & Tactical Credit Opportunities Fund
|
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|
Atlantic Family Wealth, Llc
|
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|
Equitable Holdings, Inc.
|
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|
Continuum Advisory, LLC
|
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|
Wrapmanager Inc
|
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|
Guinness Atkinson Asset Management Inc
|
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|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
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|
Cincinnati Insurance Co
|
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|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Stokes Family Office, LLC
|
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|
Wells Fargo & Company/mn
|
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|
Oppenheimer Asset Management Inc.
|
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|
Hrt Financial Lp
|
|
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|
|
Lyell Wealth Management, Lp
|
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|
Centurion Wealth Management LLC
|
|
|
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|
|
Brookstone Capital Management
|
|
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|
Silvercrest Asset Management Group Llc
|
|
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|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
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|
|
Cornerstone Wealth Group, LLC
|
|
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|
|
Mml Investors Services, Llc
|
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|
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|
|
Intrua Financial, LLC
|
|
|
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|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
PCJ Investment Counsel Ltd.
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
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SkyView Investment Advisors, LLC
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|
