|
Vident Advisory, LLC
|
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
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|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
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|
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|
Bailard, Inc.
|
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|
Enterprise Bank & Trust Co
|
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|
Moody National Bank Trust Division
|
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|
Frank, Rimerman Advisors LLC
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|
Scientech Research LLC
|
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|
Buckingham Strategic Partners
|
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|
Brown, Lisle/cummings, Inc.
|
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|
ESL Trust Services, LLC
|
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|
Bell Bank
|
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|
Manchester Capital Management LLC
|
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|
Costello Asset Management, INC
|
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|
Equitable Holdings, Inc.
|
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|
WFA Asset Management Corp
|
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|
Lincoln Capital Corp
|
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|
|
|
|
SMINX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed International Managed Volatility Fund Class F
|
|
|
|
|
|
Arlington Trust Co LLC
|
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|
Csenge Advisory Group
|
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|
Old Second National Bank Of Aurora
|
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|
Silvercrest Asset Management Group Llc
|
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|
VAUGHAN & Co SECURITIES, INC.
|
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|
Financial Management Professionals, Inc.
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
|
|
|
Trust Co Of Vermont
|
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|
|
Aaron Wealth Advisors LLC
|
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|
F/M Investments LLC
|
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|
Wells Fargo & Company/mn
|
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|
Sagespring Wealth Partners, Llc
|
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|
Pzena Investment Management Llc
|
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|
Franklin Resources Inc
|
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Argent Trust Co
|
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|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
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|
|
|
|
Quintet Private Bank (Europe) S.A.
|
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|
Malaga Cove Capital, LLC
|
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|
Toroso Investments, LLC
|
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|
Truvestments Capital Llc
|
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|
Richardson Financial Services Inc.
|
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|
Norway Savings Bank
|
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|
Genesis Private Wealth, Llc
|
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|
Quaker Wealth Management, LLC
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Css Llc/il
|
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|
Principal Securities, Inc.
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
First Command Advisory Services, Inc.
|
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|
Alliance Wealth Advisors, LLC
|
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|
Aull & Monroe Investment Management Corp
|
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|
Cornerstone Wealth Management, LLC
|
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|
Premier Path Wealth Partners, LLC
|
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|
XML Financial, LLC
|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
Blair William & Co/il
|
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|
Pacific Center for Financial Services
|
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|
Stamos Capital Partners, L.p.
|
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Verition Fund Management LLC
|
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|
GMOI - 2023 ETF Series Trust II - GMO International Value ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
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|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
Raleigh Capital Management Inc.
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
Coston, McIsaac & Partners
|
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|
Park Square Financial Group, LLC
|
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|
Cranbrook Wealth Management, LLC
|
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|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
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|
|
Barometer Capital Management Inc.
|
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|
Atomi Financial Group, Inc.
|
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MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
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|
Altrius Capital Management Inc
|
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|
Cresset Asset Management, LLC
|
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|
Callodine Capital Management, LP
|
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|
Manning & Napier Advisors Llc
|
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|
EP Wealth Advisors, Inc.
|
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|
Mml Investors Services, Llc
|
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|
Opal Wealth Advisors, LLC
|
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|
Essex Financial Services, Inc.
|
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|
GSKH - Precidian ETFs Trust - GSK plc ADRhedged
|
|
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|
|
Ignite Planners, LLC
|
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|
AMG National Trust Bank
|
|
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|
|
Northstar Financial Companies, Inc.
|
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|
Olistico Wealth, LLC
|
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|
Anchor Investment Management, LLC
|
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|
Valley National Advisers Inc
|
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|
Credential Qtrade Securities Inc.
|
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|
Hartland & Co., LLC
|
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|
DT Investment Partners, LLC
|
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|
Summit Financial, LLC
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Simon Quick Advisors, Llc
|
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|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
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|
|
Profunds - Profund Vp Europe 30
|
|
|
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|
|
First Financial Corp /in/
|
|
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|
|
Neuberger Berman Group LLC
|
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|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
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|
|
|
|
Delta Asset Management Llc/tn
|
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|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
KEAT - EA Series Trust - Keating Active ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
HUMDX - ADVISORS SERIES TRUST - Huber Capital Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
|
|
|
|
|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
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Venture Visionary Partners LLC
|
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|
|
|
Aviso Financial Inc.
|
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|
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|
|
Kestra Advisory Services, LLC
|
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|
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RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
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OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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Citadel Advisors Llc
|
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Vestmark Advisory Solutions, Inc.
|
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Diversified Trust Co
|
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Richard W. Paul & Associates, LLC
|
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IMG Wealth Management, Inc.
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Abound Wealth Management
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Advisors Asset Management, Inc.
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|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
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|
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Nicolet Bankshares Inc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
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|
|
|
Walled Lake Planning & Wealth Management, Llc
|
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|
|
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Dimensional Fund Advisors Lp
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
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Pinnacle Associates Ltd
|
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Aquatic Capital Management LLC
|
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Harbour Investments, Inc.
|
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|
Meyer Handelman Co
|
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|
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Sigma Planning Corp
|
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|
Atlantic Trust, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Nwam Llc
|
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|
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|
|
Wolff Wiese Magana Llc
|
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|
|
|
Macquarie Group Ltd
|
|
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|
|
Atria Investments Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
1248 Management, LLC
|
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LMR Partners LLP
|
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|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
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|
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|
|
Salem Investment Counselors Inc
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
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|
Hara Capital LLC
|
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|
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|
Goldman Sachs Group Inc
|
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|
Westside Investment Management, Inc.
|
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|
|
Cable Hill Partners, LLC
|
|
|
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|
Chilton Capital Management Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
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|
|
Atria Wealth Solutions, Inc.
|
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|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Krensavage Asset Management, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Elevation Series Trust - The Opal International Dividend Income ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
GMOIX - GMO TRUST - GMO International Equity Fund Class III
|
|
|
|
|
|
Keybank National Association/oh
|
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|
|
|
Parallel Advisors, LLC
|
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|
Princeton Global Asset Management LLC
|
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|
Ledyard National Bank
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
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|
Miller Howard Investments Inc /ny
|
|
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|
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|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
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|
Hillman Capital Management, Inc.
|
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|
Smartleaf Asset Management LLC
|
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|
Orion Portfolio Solutions, LLC
|
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|
Delta Financial Group, Inc.
|
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|
Motco
|
|
|
|
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|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
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|
|
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|
Evermay Wealth Management Llc
|
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|
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|
Bradley Foster & Sargent Inc/ct
|
|
|
|
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|
Whittier Trust Co
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
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|
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
|
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|
Dymon Asia Capital (singapore) Pte. Ltd.
|
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|
Great Lakes Advisors, Llc
|
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|
JustInvest LLC
|
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SOA Wealth Advisors, LLC.
|
|
|
|
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|
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
|
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|
Mackenzie Financial Corp
|
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|
StoneX Group Inc.
|
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TruWealth Advisors, LLC
|
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Tang Capital Management Llc
|
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Cary Street Partner Investment Advisory Llc
|
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Hm Payson & Co
|
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|
Tocqueville Asset Management L.p.
|
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Miracle Mile Advisors, LLC
|
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|
|
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|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
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|
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|
Lazari Capital Management, Inc.
|
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Sowell Financial Services LLC
|
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|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
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|
|
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|
High Note Wealth, LLC
|
|
|
|
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|
DAVENPORT & Co LLC
|
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|
|
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|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
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|
XTX Topco Ltd
|
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|
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|
Letko, Brosseau & Associates Inc
|
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|
|
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|
Exencial Wealth Advisors, Llc
|
|
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|
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Norges Bank
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
|
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|
NewSquare Capital LLC
|
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|
|
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|
FSA Wealth Management LLC
|
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|
Skopos Labs, Inc.
|
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Cwm, Llc
|
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United Capital Financial Advisers, Llc
|
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HCMAX - ALPS Series Trust - Hillman Value Fund
|
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|
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|
SOUTH STATE Corp
|
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|
Brown Advisory Inc
|
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|
Pinnacle Bancorp, Inc.
|
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|
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|
HHM Wealth Advisors, LLC
|
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|
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|
Thomasville National Bank
|
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|
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|
Roberts Wealth Advisors, LLC
|
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|
D.a. Davidson & Co.
|
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|
|
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|
Beutel, Goodman & Co Ltd.
|
|
|
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
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|
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|
Avantax Advisory Services, Inc.
|
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|
|
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|
Td Private Client Wealth Llc
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Old Port Advisors
|
|
|
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|
PDS Planning, Inc
|
|
|
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|
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III
|
|
|
|
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|
Kathmere Capital Management, LLC
|
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|
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|
Maseco Llp
|
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|
National Asset Management, Inc.
|
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|
Hills Bank & Trust Co
|
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|
Transamerica Financial Advisors, Inc.
|
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|
Benjamin Edwards Inc
|
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|
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|
Gitterman Wealth Management, LLC
|
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|
Citigroup Inc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
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Vontobel Holding Ltd.
|
|
|
|
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|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
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|
|
|
|
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
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|
|
|
|
General Partner, Inc.
|
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|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
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|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Camber Capital Management LP
|
|
|
|
|
|
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
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Capital Research Global Investors
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Farther Finance Advisors, LLC
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FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
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Keudell/Morrison Wealth Management
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Financial Network Wealth Advisors LLC
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BridgePort Financial Solutions, LLC
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Sittner & Nelson, Llc
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Perigon Wealth Management, LLC
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IFP Advisors, Inc
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Ameritas Advisory Services, LLC
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Rockefeller Capital Management L.P.
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Kilter Group LLC
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Verity Asset Management, Inc.
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Genus Capital Management Inc.
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Formidable Asset Management, LLC
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Daymark Wealth Partners, Llc
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Geneos Wealth Management Inc.
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MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
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FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
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Bell Investment Advisors, Inc
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Highland Capital Management, Llc
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FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
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China Universal Asset Management Co., Ltd.
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Stephens Consulting, LLC
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Oppenheimer Asset Management Inc.
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Dynamic Advisor Solutions LLC
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Creative Capital Management Investments LLC
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Corient IA LLC
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GM Advisory Group, Inc.
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CIBC World Markets Inc.
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JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
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CoreCap Advisors, LLC
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Clean Yield Group
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
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Eversept Partners, LP
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Patriot Financial Group Insurance Agency, LLC
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HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
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1 North Wealth Services Llc
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Crews Bank & Trust
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
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Auxier Asset Management
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Verdence Capital Advisors LLC
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Profund Advisors Llc
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Mondrian Investment Partners LTD
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Holos Integrated Wealth LLC
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Union Savings Bank
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Hanson & Doremus Investment Management
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HighPoint Advisor Group LLC
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TOWER TRUST & INVESTMENT Co
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Capital Investment Advisory Services, LLC
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Empowered Funds, LLC
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Calton & Associates, Inc.
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State Street Corp
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Pnc Financial Services Group, Inc.
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
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Sound Income Strategies, LLC
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Drucker Wealth 3.0, LLC
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Grimes & Company, Inc.
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Bleakley Financial Group, LLC
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Dearborn Partners Llc
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Avantax Planning Partners, Inc.
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Fmr Llc
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Brandes Investment Partners, Lp
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Crossmark Global Holdings, Inc.
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Cary Street Partners Financial Llc
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Spire Wealth Management
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Trustmark National Bank Trust Department
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Walleye Trading LLC
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Ridgewood Investments LLC
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Equity Investment Corp
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Icon Advisers Inc/co
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Moors & Cabot, Inc.
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Chicago Capital, LLC
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VestGen Advisors, LLC
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Stablepoint Partners, LLC
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Primecap Management Co/ca/
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Boothbay Fund Management, Llc
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
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Accent Capital Management, LLC
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Nicolet Advisory Services, Llc
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New England Capital Financial Advisors LLC
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Millstone Evans Group, LLC
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Addison Advisors LLC
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Gluskin Sheff & Assoc Inc
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U.S. Capital Wealth Advisors, LLC
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West Family Investments, Inc.
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Kiker Wealth Management, LLC
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BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
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NorthCrest Asset Manangement, LLC
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Golden State Wealth Management, LLC
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Congress Wealth Management LLC / DE /
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Callan Family Office, LLC
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J2 Capital Management Inc
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Coldstream Capital Management Inc
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Global Retirement Partners, LLC
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Syon Capital Llc
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Douglas Lane & Associates, LLC
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Reuter James Wealth Management, Llc
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Abacus Planning Group, Inc.
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Whittier Trust Co Of Nevada Inc
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NewEdge Wealth, LLC
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Ronald Blue Trust, Inc.
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Lindbrook Capital, Llc
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Squarepoint Ops LLC
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Eastern Bank
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BI Asset Management Fondsmaeglerselskab A/S
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Eqis Capital Management, Inc.
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
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Investment Partners Asset Management, Inc.
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Bnp Paribas Arbitrage, Sa
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Connor, Clark & Lunn Investment Management Ltd.
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RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
|
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Quantbot Technologies LP
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Flagship Harbor Advisors, Llc
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Tortoise Investment Management, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y
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Sivia Capital Partners, LLC
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LOM Asset Management Ltd
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NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
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Tudor Investment Corp Et Al
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Principia Wealth Advisory, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
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ProVise Management Group, LLC
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SBI Securities Co., Ltd.
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Fairman Group, LLC
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Empire Financial Management Company, LLC
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Stephens Inc /ar/
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BINV - 2023 ETF Series Trust - Brandes International ETF
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We Are One Seven, LLC
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Beacon Capital Management, LLC
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Intrua Financial, LLC
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Vise Technologies, Inc.
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Envestnet Portfolio Solutions, Inc.
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Assetmark, Inc
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Prudent Man Investment Management, Inc.
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WealthTrust Axiom LLC
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Tripletail Wealth Management, LLC
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Integrated Wealth Concepts LLC
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
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Clarius Group, LLC
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Rehmann Capital Advisory Group
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Bank Of Montreal /can/
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CoreFirst Bank & Trust
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Roble, Belko & Company, Inc
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
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Peak6 Llc
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Ransom Advisory, Ltd
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Allworth Financial LP
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Greenwich Wealth Management LLC
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Choate Investment Advisors
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GeoWealth Management, LLC
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BOK Financial Private Wealth, Inc.
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Engineers Gate Manager LP
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Ethic Inc.
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Private Advisor Group, LLC
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Texas Bank & Trust Co
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Investors Research Corp
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Missouri Trust & Investment Co
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
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Integrated Advisors Network LLC
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Foster Victor Wealth Advisors, LLC
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Colonial River Wealth Management, LLC
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Principal Street Partners, LLC
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Yoffe Investment Management, LLC
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Fisher Asset Management, LLC
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Hilltop Holdings Inc.
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Centiva Capital, LP
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Centennial Bank/AR/
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Atalanta Sosnoff Capital, Llc
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AdvisorNet Financial, Inc
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GFG Capital, LLC
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Synovus Financial Corp
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Main Street Group, LTD
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Ieq Capital, Llc
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Fairscale Capital, LLC
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Northern Trust Corp
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
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TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund
|
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Range Financial Group LLC
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Arlington Partners LLC
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First PREMIER Bank
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Naples Global Advisors, Llc
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Rathbone Brothers plc
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ROSS\JOHNSON & Associates LLC
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Umb Bank N A/mo
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Jacobi Capital Management LLC
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St Germain D J Co Inc
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Michels Family Financial, LLC
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M.e. Allison & Co., Inc.
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Viawealth, Llc
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Kingsview Wealth Management, LLC
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Noble Wealth Management PBC
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Mercer Global Advisors Inc /adv
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Estabrook Capital Management
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Northeast Financial Consultants Inc
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First Trust Advisors Lp
|
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HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
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Hemington Wealth Management
|
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Advisory Research Inc
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Sei Investments Co
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SRS Capital Advisors, Inc.
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