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