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