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Briaud Financial Planning, Inc
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Nfj Investment Group, Llc
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BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
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Rexford Capital Inc
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SIH Partners, LLLP
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Buckingham Strategic Partners
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Commonwealth Equity Services, Llc
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SummitTX Capital, L.P.
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Envestnet Portfolio Solutions, Inc.
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ENDW - EA Series Trust - Cambria Endowment Style ETF
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Quantinno Capital Management LP
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Ridgewood Investments LLC
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Keybank National Association/oh
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Congress Wealth Management LLC / DE /
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APPLX - UNIFIED SERIES TRUST - Appleseed Fund Investor Class
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CI Private Wealth, LLC
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Resources Investment Advisors, LLC.
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Financial Perspectives, Inc
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Qube Research & Technologies Ltd
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Financial Advocates Investment Management
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Bare Financial Services, Inc
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WFA Asset Management Corp
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Traveka Wealth, LLC
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Captrust Financial Advisors
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Valued Wealth Advisors LLC
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Principal Securities, Inc.
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Blue Barn Wealth, LLC
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S&co Inc
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Private Advisor Group, LLC
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DecisionPoint Financial, LLC
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Sittner & Nelson, Llc
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Quinn Opportunity Partners LLC
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Horizon Investments, LLC
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Empowered Funds, LLC
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Forum Financial Management, LP
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Parr Mcknight Wealth Management Group, Llc
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Gabelli Global Utility & Income Trust
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Snowden Capital Advisors LLC
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RMR Wealth Builders
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Flow Traders U.s. Llc
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Susquehanna International Group, Llp
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Smartleaf Asset Management LLC
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Park Place Capital Corp
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Strategic Wealth Partners, Ltd.
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Fort Point Capital Partners LLC
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Scott Marsh Financial, LLC
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GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
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Marks Group Wealth Management, Inc
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CarsonAllaria Wealth Management, Ltd.
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AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
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Atria Wealth Solutions, Inc.
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Generali Investments CEE, investicni spolecnost, a.s.
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Callan Family Office, LLC
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Credential Qtrade Securities Inc.
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Cerity Partners LLC
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Arete Wealth Advisors, LLC
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Riverwater Partners LLC
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Icon Wealth Advisors, LLC
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Doliver Advisors, Lp
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Savvy Advisors, Inc.
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Aristotle Capital Management, LLC
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Personal Cfo Solutions, Llc
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State Street Corp
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Vident Advisory, LLC
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Franklin Street Advisors Inc /nc
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
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BlackRock, Inc.
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CAPROCK Group, Inc.
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AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
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Liberty All Star Equity Fund
|
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GWM Advisors LLC
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Fca Corp /tx
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Asset Dedication, LLC
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Stratos Wealth Advisors, LLC
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ESL Trust Services, LLC
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Disciplined Investors, L.L.C.
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IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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Thornburg Income Builder Opportunities Trust
|
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|
Bruce G. Allen Investments, LLC
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Wells Fargo & Company/mn
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Ckw Financial Group
|
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Mitchell & Pahl Private Wealth, Llc
|
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Archford Capital Strategies, LLC
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Moody Lynn & Lieberson, Llc
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Beacon Capital Management, LLC
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SageView Advisory Group, LLC
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Silvercrest Asset Management Group Llc
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Allworth Financial LP
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CENTRAL TRUST Co
|
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Cresset Asset Management, LLC
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Mizuho Securities Usa Llc
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Boyd Watterson Asset Management Llc/oh
|
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HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
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|
SOUTH STATE Corp
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Keel Point, LLC
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CVA Family Office, LLC
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|
Argonautica Private Wealth Management, Inc
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Perigon Wealth Management, LLC
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|
Douglass Winthrop Advisors, LLC
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|
Wood Tarver Financial Group, LLC
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|
Qrg Capital Management, Inc.
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|
American Century Companies Inc
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|
Goldman Sachs Group Inc
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|
Contravisory Investment Management, Inc.
|
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|
Truist Financial Corp
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|
Kestra Private Wealth Services, Llc
|
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|
Godsey & Gibb Associates
|
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|
Washington Trust Advisors, Inc.
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|
Atlas Capital Advisors Llc
|
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|
Madison Asset Management, LLC
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|
Alberta Investment Management Corp
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Atlantic Union Bankshares Corp
|
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|
Fifth Third Bancorp
|
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|
Clark Estates Inc/ny
|
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|
Walleye Trading LLC
|
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|
Putnam Fl Investment Management Co
|
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|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
|
|
|
Barden Capital Management, Inc.
|
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|
Opal Wealth Advisors, LLC
|
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|
|
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|
Connecticut Wealth Management, LLC
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Riverbridge Partners Llc
|
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|
Spire Wealth Management
|
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|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Highline Wealth Partners Llc
|
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|
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|
First Affirmative Financial Network
|
|
|
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|
Yousif Capital Management, Llc
|
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|
Bangor Savings Bank
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Ascent Group, LLC
|
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|
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|
Wolverine Trading, Llc
|
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|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
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|
Beacon Pointe Advisors, LLC
|
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|
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
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|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CNJFX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Japan Fund
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Gabelli Global Small & Mid Cap Value Trust
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Lhm, Inc.
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Foresight Global Investors, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
IAFEX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group All Foreign Equity Environmental and Social Values Fund
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
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D.a. Davidson & Co.
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Sunbelt Securities, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
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London Co Of Virginia
|
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Aqr Capital Management Llc
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Bank Julius Baer & Co. Ltd, Zurich
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Pinnacle Bancorp, Inc.
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Farmers & Merchants Investments Inc
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MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
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Paradigm Asset Management Co Llc
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Nbt Bank N A /ny
|
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Corient IA LLC
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TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
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|
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Boothbay Fund Management, Llc
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Brighton Jones Llc
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Signature Resources Capital Management, LLC
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Bear Mountain Capital, Inc.
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IFP Advisors, Inc
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Jackson, Grant Investment Advisers, Inc.
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GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
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ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
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Sierra Ocean, Llc
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Avantra Family Wealth, Inc.
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Mariner, LLC
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Nixon Capital, LLC
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Bank Of America Corp /de/
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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Copeland Capital Management, LLC
|
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DekaBank Deutsche Girozentrale
|
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Financial & Tax Architects, LLC
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Americana Partners, LLC
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VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
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|
Everpar Advisors Llc
|
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|
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|
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Stephens Consulting, LLC
|
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Proathlete Wealth Management Llc
|
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Prudent Man Advisors, LLC
|
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First Horizon Advisors, Inc.
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Banco Bilbao Vizcaya Argentaria, S.a.
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CIBC World Markets Inc.
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Brown Advisory Inc
|
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Alkeon Capital Management Llc
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Fairscale Capital, LLC
|
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|
U.S. Capital Wealth Advisors, LLC
|
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|
|
|
|
Eagle Bay Advisors LLC
|
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|
|
|
|
Independent Advisor Alliance
|
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Granite FO LLC
|
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|
Neuberger Berman Group LLC
|
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Founders Capital Management
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New Millennium Group LLC
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First Command Advisory Services, Inc.
|
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Ritholtz Wealth Management
|
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Cetera Trust Company, N.A
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Y.D. More Investments Ltd
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General Partner, Inc.
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Harbour Investments, Inc.
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Lester Murray Antman dba SimplyRich
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Norges Bank
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Jain Global LLC
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Advisor Group Holdings, Inc.
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Flagship Harbor Advisors, Llc
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Gamco Investors, Inc. Et Al
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Sterling Capital Management LLC
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Moors & Cabot, Inc.
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LOM Asset Management Ltd
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Princeton Global Asset Management LLC
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Qtron Investments LLC
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Prime Capital Investment Advisors, LLC
|
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Bowen Hanes & Co Inc
|
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Cottonwood Capital Advisors, Llc
|
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Umb Bank N A/mo
|
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|
Edge Wealth Management LLC
|
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|
Oppenheimer & Co Inc
|
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Tocqueville Asset Management L.p.
|
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|
Merit Financial Group, LLC
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Colony Group, LLC
|
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Successful Portfolios LLC
|
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|
Beaird Harris Wealth Management, LLC
|
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|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
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|
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|
Tower Research Capital LLC (TRC)
|
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|
|
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|
Peapack Gladstone Financial Corp
|
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|
Martin Investment Management, LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
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|
Cardinal Capital Management, Inc.
|
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|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
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|
Wetherby Asset Management Inc
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
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|
|
|
|
Welch Group, LLC
|
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|
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|
|
Williams Jones Wealth Management, LLC.
|
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|
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|
Hartland & Co., LLC
|
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|
Portland Global Advisors LLC
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44 Wealth Management Llc
|
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Crowley Wealth Management, Inc.
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Glenmede Investment Management, LP
|
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Ameriflex Group, Inc.
|
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|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
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|
Aspen Grove Capital, LLC
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
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|
Opes Wealth Management LLC
|
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|
Scotia Capital Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
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|
180 Wealth Advisors, Llc
|
|
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|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
XY Capital Ltd
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
TISLX - TRANSAMERICA FUNDS - Transamerica International Sustainable Equity R6
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Farley Capital L.p.
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
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UMA Financial Services, Inc.
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Aperture Investors, LLC
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Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
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Dynamic Technology Lab Private Ltd
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Schechter Investment Advisors, LLC
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Trust Co Of Toledo Na /oh/
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Credential Securities Inc.
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Accuvest Global Advisors
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PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
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|
Teachers Retirement System Of The State Of Kentucky
|
|
|
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|
Toronto Dominion Bank
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
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SOA Wealth Advisors, LLC.
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Hallmark Capital Management Inc
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Cwm, Llc
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BTC Capital Management, Inc.
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Natixis Advisors, L.p.
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Bradley Foster & Sargent Inc/ct
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Cherry Tree Wealth Management, LLC
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SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
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Global Retirement Partners, LLC
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Rockefeller Capital Management L.P.
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Gabelli Equity Trust Inc
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MAI Capital Management
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Harbor Investment Advisory, Llc
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Seeds Investor Llc
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Citadel Advisors Llc
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Ellsworth Advisors, LLC
|
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White Knight Strategic Wealth Advisors, LLC
|
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VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF
|
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|
|
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|
Sit Investment Associates Inc
|
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Benjamin Edwards Inc
|
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Dunhill Financial, LLC
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Prosperity Consulting Group, LLC
|
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Davis Capital Management
|
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Abound Wealth Management
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Insigneo Advisory Services, Llc
|
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|
Summit Trail Advisors, Llc
|
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Johnson Investment Counsel Inc
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Live Oak Private Wealth LLC
|
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Scharf Investments, Llc
|
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|
Alhambra Investment Partners LLC
|
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Western Pacific Wealth Management, LP
|
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Jfs Wealth Advisors, Llc
|
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BSW Wealth Partners
|
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1832 Asset Management L.P.
|
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Inlet Private Wealth, LLC
|
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|
Searle & Co.
|
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|
Fiduciary Trust Co
|
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|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
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|
|
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|
City Holding Co
|
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EverSource Wealth Advisors, LLC
|
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Mount Yale Investment Advisors, LLC
|
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Transcend Wealth Collective, Llc
|
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Franklin Resources Inc
|
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|
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Abn Amro Investment Solutions
|
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|
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Prelude Capital Management, Llc
|
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|
Commerce Bank
|
|
|
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|
Wcm Investment Management, Llc
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
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|
Whipplewood Advisors, LLC
|
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|
Shufro Rose & Co Llc
|
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|
Certior Financial Group, Llc
|
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|
|
SWAN Capital LLC
|
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|
Midwest Trust Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Bank of New York Mellon Corp
|
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|
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|
|
Mpwm Advisory Solutions, Llc
|
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|
Thrivent Financial For Lutherans
|
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|
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|
Geneos Wealth Management Inc.
|
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|
|
|
|
Choate Investment Advisors
|
|
|
|
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SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Saturna Capital CORP
|
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|
Alliancebernstein L.p.
|
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|
Parallax Volatility Advisers, L.P.
|
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|
|
|
Archer Investment Corp
|
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|
|
Impact Capital Partners LLC
|
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|
|
JustInvest LLC
|
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|
Wolf Group Capital Advisors
|
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|
Vestor Capital, Llc
|
|
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|
Ameliora Wealth Management Ltd.
|
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|
|
Royal Bank Of Canada
|
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|
|
|
|
Mayflower Financial Advisors, LLC
|
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|
|
|
|
GeoWealth Management, LLC
|
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|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
Pittenger & Anderson Inc
|
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|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Trexquant Investment LP
|
|
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|
|
Gabelli Dividend & Income Trust
|
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
GHTA - Collaborative Investment Series Trust - Goose Hollow Tactical Allocation ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
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Hantz Financial Services, Inc.
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Gibbs Wealth Management
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Todd Asset Management Llc
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Quadrant Capital Group Llc
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Cape Investment Advisory, Inc.
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Jacobi Capital Management LLC
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Zions Bancorporation, National Association /ut/
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Baird Financial Group, Inc.
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Two Sigma Investments, Lp
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Earnest Partners Llc
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Abel Hall, LLC
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Strategic Investment Advisors / MI
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ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF
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Drive Wealth Management, Llc
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