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Abound Wealth Management
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SBI Securities Co., Ltd.
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Harbor Asset Planning, Inc.
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
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Two Sigma Investments, Lp
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Atlantic Union Bankshares Corp
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Gabelli Funds Llc
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
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Douglas Lane & Associates, LLC
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Trexquant Investment LP
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TPIAX - TIMOTHY PLAN - Timothy Plan International Fund Class A
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Guggenheim Capital Llc
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HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
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Pitcairn Co
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Twin Tree Management, LP
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Seed Wealth Management, Inc.
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Diversified Trust Co
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Level Four Advisory Services, Llc
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Sierra Ocean, Llc
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Stephens Consulting, LLC
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Colonial Trust Co / SC
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Dimension Capital Management Llc
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Glenmede Trust Co Na
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NewSquare Capital LLC
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Mount Yale Investment Advisors, LLC
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
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Mariner, LLC
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MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
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Pin Oak Investment Advisors Inc
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MN Wealth Advisors, LLC
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Northwest Capital Management Inc
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Barrett & Company, Inc.
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Quotient Wealth Partners, LLC
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Old Point Trust & Financial Services N A
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MAI Capital Management
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AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
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D'Orazio & Associates, Inc.
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Ballentine Partners, LLC
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Creative Planning
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Coldstream Capital Management Inc
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Hanson & Doremus Investment Management
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Invesco Ltd.
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IHT Wealth Management, LLC
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Sculptor Capital LP
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Private Trust Co Na
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
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Cohen Klingenstein LLC
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PDS Planning, Inc
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Aureus Asset Management, LLC
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Pinnacle Bancorp, Inc.
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Farringdon Capital, Ltd.
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Wrapmanager Inc
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Versant Capital Management, Inc
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Wolverine Trading, Llc
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Commonwealth Equity Services, Llc
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Synovus Financial Corp
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New York State Common Retirement Fund
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Hilltop National Bank
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Axxcess Wealth Management, Llc
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Procyon Private Wealth Partners, LLC
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Allspring Global Investments Holdings, LLC
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Boyd Watterson Asset Management Llc/oh
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Tempus Wealth Planning, LLC
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Wiley Bros.-aintree Capital, Llc
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Endowment Wealth Management, Inc.
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Foster Dykema Cabot & Partners, Llc
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Smithfield Trust Co
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
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Rosenberg Matthew Hamilton
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Cary Street Partner Investment Advisory Llc
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Jpmorgan Chase & Co
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Hoey Investments, Inc
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Cambridge Investment Research Advisors, Inc.
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CX Institutional
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Altshuler Shaham Ltd
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Eastern Bank
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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Echo45 Advisors LLC
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LRI Investments, LLC
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Colonial Trust Advisors
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Nicholas Hoffman & Company, LLC.
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Hemington Wealth Management
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Colony Group, LLC
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Exencial Wealth Advisors, Llc
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CoreCap Advisors, LLC
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First Command Advisory Services, Inc.
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Aqr Capital Management Llc
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JTC Employer Solutions Trusteee Ltd
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Brighton Jones Llc
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Greenleaf Trust
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Greenwich Wealth Management LLC
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Oppenheimer Asset Management Inc.
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Cromwell Holdings LLC
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PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
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Renaissance Technologies Llc
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Pflug Koory, LLC
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Opal Wealth Advisors, LLC
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Archer Investment Corp
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Citadel Advisors Llc
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American Century Companies Inc
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CENTRAL TRUST Co
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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E Six Thirteen, Llc
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Salomon & Ludwin, LLC
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TCTC Holdings, LLC
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Principal Securities, Inc.
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Fiduciary Trust Co
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Peapack Gladstone Financial Corp
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Norges Bank
|
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Sandy Spring Bank
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Prospect Financial Group LLC
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Highland Capital Management, Llc
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FourThought Financial Partners, LLC
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United Capital Financial Advisers, Llc
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Point72 Asset Management, L.P.
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Logan Capital Management Inc
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Mesirow Financial Investment Management, Inc.
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Advisor Group Holdings, Inc.
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Dorsey & Whitney Trust CO LLC
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Citigroup Inc
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SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A
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DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
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National Asset Management, Inc.
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Equitable Holdings, Inc.
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Golden State Equity Partners
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Clearbridge Investments, LLC
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Ingalls & Snyder Llc
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Toth Financial Advisory Corp
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Financial Connections Group, Inc.
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Manning & Napier Advisors Llc
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Oliver Lagore Vanvalin Investment Group
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GHP Investment Advisors, Inc.
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GAM Holding AG
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Raymond James Financial Inc
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|
Hollencrest Capital Management
|
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DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
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|
Ronald Blue Trust, Inc.
|
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GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
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Quantbot Technologies LP
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Sunbelt Securities, Inc.
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Defined Wealth Management, Llc
|
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Concord Wealth Partners
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|
Valeo Financial Advisors, LLC
|
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|
Martin Investment Management, LLC
|
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|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
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|
Rockefeller Capital Management L.P.
|
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|
Bank Of Montreal /can/
|
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|
Choate Investment Advisors
|
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Creekmur Asset Management LLC
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Rothschild Investment Llc
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Mv Capital Management, Inc.
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Millstone Evans Group, LLC
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Keystone Financial Planning, Inc.
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|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
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|
Fortress Private Ledger, Llc
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Profunds - Profund Vp Europe 30
|
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|
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|
Orion Portfolio Solutions, LLC
|
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|
|
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|
TruNorth Capital Management, LLC
|
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|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
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|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
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|
|
|
|
Rehmann Capital Advisory Group
|
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|
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|
Atlas Capital Advisors Llc
|
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|
Flagship Harbor Advisors, Llc
|
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|
Graham Capital Management, L.P.
|
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|
|
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|
Confluence Investment Management Llc
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|
Keener Financial Planning LLC
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|
Concurrent Investment Advisors, LLC
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|
Marcum Wealth, LLC
|
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|
Center for Financial Planning, Inc.
|
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|
Van Eck Associates Corp
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|
HB Wealth Management, LLC
|
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|
Jfs Wealth Advisors, Llc
|
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|
Princeton Global Asset Management LLC
|
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|
|
|
Keel Point, LLC
|
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|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
|
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|
LGT Group Foundation
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|
TD Waterhouse Canada Inc.
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|
Capital Analysts, Inc.
|
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|
Hantz Financial Services, Inc.
|
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|
Farmers & Merchants Investments Inc
|
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|
Wolff Wiese Magana Llc
|
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|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Cambiar Investors Llc
|
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|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
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|
We Are One Seven, LLC
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|
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|
Oakworth Capital, Inc.
|
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|
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|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Keystone Financial Group
|
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|
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|
Fundamentun, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
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|
|
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|
Natixis Advisors, L.p.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
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|
Vident Advisory, LLC
|
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|
Golden State Wealth Management, LLC
|
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|
Smartleaf Asset Management LLC
|
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|
|
Quest 10 Wealth Builders, Inc.
|
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|
Whittier Trust Co
|
|
|
|
|
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Bank Of America Corp /de/
|
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|
|
|
|
Two Sigma Securities, Llc
|
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Harbour Investments, Inc.
|
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|
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|
|
Whipplewood Advisors, LLC
|
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Cornerstone Wealth Management, LLC
|
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|
Cape Investment Advisory, Inc.
|
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|
|
Banco Santander, S.A.
|
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|
|
|
|
Eagle Global Advisors Llc
|
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|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
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|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
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|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Grove Bank & Trust
|
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|
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|
|
Leo Wealth, LLC
|
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|
Lafayette Investments, Inc.
|
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|
Marotta Asset Management
|
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|
Bain Capital Public Equity Management Ii, Llc
|
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|
Ridgewood Investments LLC
|
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|
Glenmede Investment Management, LP
|
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|
Euro Pacific Asset Management, LLC
|
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|
GW&K Investment Management, LLC
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Cary Street Partners Financial Llc
|
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|
|
West Branch Capital LLC
|
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|
|
Avion Wealth
|
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|
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|
|
Atomi Financial Group, Inc.
|
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|
|
TD Capital Management LLC
|
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|
|
Quadcap Wealth Management, LLC
|
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|
Coston, McIsaac & Partners
|
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|
|
|
Marks Group Wealth Management, Inc
|
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|
|
Aaron Wealth Advisors LLC
|
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|
|
Seven Mile Advisory
|
|
|
|
|
|
IMA Wealth, Inc.
|
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|
|
XTX Topco Ltd
|
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DRW Securities, LLC
|
|
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|
|
|
CAPROCK Group, Inc.
|
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|
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|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
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|
|
|
|
JustInvest LLC
|
|
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|
|
|
Verdence Capital Advisors LLC
|
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|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Bogart Wealth, LLC
|
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SG Americas Securities, LLC
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Pittenger & Anderson Inc
|
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Newbridge Financial Services Group, Inc.
|
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|
|
|
|
Congress Wealth Management LLC / DE /
|
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Anfield Capital Management, LLC
|
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|
|
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|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Park Place Capital Corp
|
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|
|
Future Fund LLC
|
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|
|
Jarislowsky, Fraser Ltd
|
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|
|
Auxier Asset Management
|
|
|
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|
|
Crossmark Global Holdings, Inc.
|
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|
|
Argent Trust Co
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
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|
O'shaughnessy Asset Management, Llc
|
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|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
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|
|
|
|
Assetmark, Inc
|
|
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|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Heathbridge Capital Management Ltd.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
|
|
|
|
|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Mane Global Capital Management Lp
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
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Integrated Wealth Concepts LLC
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Principal Street Partners, LLC
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Squarepoint Ops LLC
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Beacon Pointe Advisors, LLC
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Provenance Wealth Advisors, LLC
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Blair William & Co/il
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Silicon Valley Capital Partners
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Canal Insurance CO
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Arkadios Wealth Advisors
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FSA Wealth Management LLC
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Park Square Financial Group, LLC
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Cornerstone Planning Group LLC
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Clarius Group, LLC
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Capital Fund Management S.a.
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State Street Corp
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Atria Wealth Solutions, Inc.
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Simplex Trading, Llc
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Ameriflex Group, Inc.
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Advantage Trust Co
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Citizens National Bank Trust Department
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Kovitz Investment Group Partners, LLC
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City State Bank
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Brinker Capital Investments, LLC
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MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
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IIGIX - Voya MUTUAL FUNDS - Voya Multi-Manager International Equity Fund Class I
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Stifel Financial Corp
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Brown Advisory Inc
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Peoples Financial Services Corp.
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AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
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Aristotle Capital Management, LLC
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
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Ransom Advisory, Ltd
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Benjamin Edwards Inc
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PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
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Sagespring Wealth Partners, Llc
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Bain Capital Public Equity, LP
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ORG Partners LLC
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FIL Ltd
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Eqis Capital Management, Inc.
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Yoffe Investment Management, LLC
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Hancock Whitney Corp
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Bartlett & Co. Wealth Management Llc
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Patrick M Sweeney & Associates, Inc
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Calamos Advisors LLC
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Key FInancial Inc
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Sivia Capital Partners, LLC
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Kilter Group LLC
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Armstrong Advisory Group, Inc
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Larson Financial Group LLC
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JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
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WealthCollab, LLC
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MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
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BOK Financial Private Wealth, Inc.
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Aspect Partners, LLC
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
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Cubist Systematic Strategies, LLC
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Legacy Capital Wealth Partners, LLC
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Cherry Tree Wealth Management, LLC
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Parkside Financial Bank & Trust
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Morgan Stanley
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BlackRock, Inc.
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Fisher Asset Management, LLC
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Laird Norton Trust Company, Llc
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Independent Advisor Alliance
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Journey Strategic Wealth Llc
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First Hawaiian Bank
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SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
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Summitry Llc
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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Smallwood Wealth Investment Management, LLC
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Graney & King, LLC
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Gitterman Wealth Management, LLC
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Geneos Wealth Management Inc.
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NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
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EverSource Wealth Advisors, LLC
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Caldwell Securities, Inc
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WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
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Northwestern Mutual Wealth Management Co
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Sound Income Strategies, LLC
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Glen Eagle Advisors, LLC
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First Pacific Financial
|
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AE Wealth Management LLC
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Jain Global LLC
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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Hartland & Co., LLC
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Savant Capital, LLC
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Roble, Belko & Company, Inc
|
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PFG Investments, LLC
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North Star Investment Management Corp.
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Spire Wealth Management
|
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Whittier Trust Co Of Nevada Inc
|
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Miracle Mile Advisors, LLC
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Beacon Capital Management, LLC
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Cardiff Park Advisors, Llc
|
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Kayne Anderson Rudnick Investment Management Llc
|
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|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
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|
Wetherby Asset Management Inc
|
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|
CIBC Private Wealth Group, LLC
|
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Arlington Trust Co LLC
|
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Syon Capital Llc
|
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Salem Investment Counselors Inc
|
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Gts Securities Llc
|
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|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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|
DT Investment Partners, LLC
|
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|
Savvy Advisors, Inc.
|
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|
Rsm Us Wealth Management Llc
|
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|
Costello Asset Management, INC
|
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Virtu Financial LLC
|
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|
SOUTH STATE Corp
|
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|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
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|
Nisa Investment Advisors, Llc
|
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Tsfg, Llc
|
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|
Snowden Capital Advisors LLC
|
|
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|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
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|
|
Cranbrook Wealth Management, LLC
|
|
|
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|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
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|
|
Deutsche Bank Ag\
|
|
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|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
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|
|
Russell Investments Group, Ltd.
|
|
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|
|
Wells Fargo & Company/mn
|
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|
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|
|
Clean Yield Group
|
|
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|
Nuveen, LLC
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|
