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Larson Financial Group LLC
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First Command Advisory Services, Inc.
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Zhang Financial LLC
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Boston Partners
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Capital Investment Advisory Services, LLC
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Jones Financial Companies Lllp
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Mutual Advisors, LLC
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FSA Wealth Management LLC
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AlphaCore Capital LLC
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SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
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Affinity Capital Advisors, LLC
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SOA Wealth Advisors, LLC.
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Bridges Investment Management Inc
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Crestwood Advisors Group LLC
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Hantz Financial Services, Inc.
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Clientfirst Wealth Management, LLC
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Auxano Advisors, LLC
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SOL Capital Management CO
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Golden State Wealth Management, LLC
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Heritage Wealth Advisors
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Flagship Wealth Advisors, Llc
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McAdam, LLC
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Bank Of America Corp /de/
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Mission Wealth Management, Lp
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MCF Advisors LLC
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W Advisors, Llc
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First Business Financial Services, Inc.
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Roxbury Financial LLC
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New Age Alpha Advisors, LLC
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Plum Street Advisors, LLC
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Ridgewood Investments LLC
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Addison Advisors LLC
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Cetera Investment Advisers
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Diversified Trust Co
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City Holding Co
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Capital Analysts, Inc.
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Harbor Investment Advisory, Llc
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Interactive Financial Advisors
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JSPGX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Growth Class T
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
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Venture Visionary Partners LLC
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Morgan Stanley
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McNamara Financial Services, Inc.
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Cerity Partners LLC
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Cambridge Investment Research Advisors, Inc.
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Atala Financial Inc
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Park Place Capital Corp
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Smallwood Wealth Investment Management, LLC
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626 Financial, LLC
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Chicago Partners Investment Group LLC
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Sax Wealth Advisors, Llc
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Bokf, Na
|
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Arista Wealth Management, LLC
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Cypress Capital Group
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Windsor Advisory Group, LLC
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Saxon Interests, Inc.
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Cornerstone Planning Group LLC
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Westside Investment Management, Inc.
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Northern Trust Corp
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Watts Gwilliam & Co., LLC
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Bartlett & Co. Wealth Management Llc
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Horizons Wealth Management
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Pandora Wealth, Inc.
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American National Bank
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Savant Capital, LLC
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MWA Asset Management
|
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Phillips Financial Management, Llc
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Leeward Investments, LLC - MA
|
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Us Bancorp \de\
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Aurelius Family Office LLC
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Chatham Capital Group, Inc.
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WPG Advisers, LLC
|
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CUSRX - CULLEN FUNDS TRUST - Cullen Small Cap Value Fund Retail Class
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
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|
Creative Financial Designs Inc /adv
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Smithbridge Asset Management Inc/de
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Cresset Asset Management, LLC
|
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High Note Wealth, LLC
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Clear Investment Research, Llc
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D.a. Davidson & Co.
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Fortis Group Advisors, LLC
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Bear Mountain Capital, Inc.
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Milestone Investment Advisors LLC
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Wealth Advisory Solutions, LLC
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|
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Binnacle Investments Inc
|
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|
|
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|
Monograph Wealth Advisors, Llc
|
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Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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|
Financial Engines Advisors L.L.C.
|
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|
Park Square Financial Group, LLC
|
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Cornerstone Wealth Management, LLC
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Embree Financial Group
|
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Insight 2811, Inc.
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Charles Schwab Investment Management Inc
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Richardson Financial Services Inc.
|
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|
Sierra Capital LLC
|
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Northern Oak Wealth Management Inc
|
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|
Stephenson National Bank & Trust
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
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|
|
|
Bogart Wealth, LLC
|
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|
|
|
Change Path, LLC
|
|
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|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Fisher Asset Management, LLC
|
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|
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|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
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|
Aristotle Capital Boston, LLC
|
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|
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|
VestGen Advisors, LLC
|
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|
First Commonwealth Financial Corp /pa/
|
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|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
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|
Simplicity Wealth,LLC
|
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|
DHK Financial Advisors, Inc.
|
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|
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|
Northeast Financial Consultants Inc
|
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|
Snowden Capital Advisors LLC
|
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|
Pinnacle Associates Ltd
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
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|
Morton Brown Family Wealth, LLC
|
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|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
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|
Archer Investment Corp
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|
Peachtree Investment Partners, LLC
|
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|
Harbor Capital Advisors, Inc.
|
|
|
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|
Kilter Group LLC
|
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CVA Family Office, LLC
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|
Gator Capital Management, LLC
|
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|
Center for Financial Planning, Inc.
|
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|
Roble, Belko & Company, Inc
|
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|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Performa Ltd (US), LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
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|
Huntington National Bank
|
|
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|
BOK Financial Private Wealth, Inc.
|
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|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
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|
Tradition Wealth Management, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
MVFG - Northern Lights Fund Trust IV - Monarch Volume Factor Global Unconstrained Index ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
JSPMX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Moderate Class T
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Ariel Investments, Llc
|
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|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Dravo Bay Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Shapiro Capital Management Llc
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
POACX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Conservative Fund Class C
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Stephens Group Asset Management, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Adviser Investments LLC
|
|
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|
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Advisor Group Holdings, Inc.
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Murphy & Mullick Capital Management Corp
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EP Wealth Advisors, Inc.
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Johnson Investment Counsel Inc
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Fidelis Capital Partners, LLC
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West Paces Advisors Inc.
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Regions Financial Corp
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Avantax Planning Partners, Inc.
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RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I
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Dimension Capital Management Llc
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Sapient Capital Llc
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Financial Advisory Service, Inc.
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Alamar Capital Management, LLC
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Anchor Investment Management, LLC
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TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
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PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
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Manchester Capital Management LLC
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Washington Trust Bank
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Financial Gravity Companies, Inc.
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StoneX Group Inc.
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CHURCHILL MANAGEMENT Corp
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Commerce Bank
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Destination Wealth Management
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Bordeaux Wealth Advisors LLC
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Harbour Investments, Inc.
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Graves-Light Private Wealth Management, Inc.
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Fifth Third Bancorp
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Breakwater Investment Management
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Northwest Wealth Management, Llc
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AE Wealth Management LLC
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Grand Wealth Management, Llc
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SG Americas Securities, LLC
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Chapin Davis, Inc.
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TCTC Holdings, LLC
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SCS Capital Management LLC
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Three Bridge Wealth Advisors, LLC
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Smartleaf Asset Management LLC
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Two Sigma Securities, Llc
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Eastern Bank
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Sterling Capital Management LLC
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Steward Partners Investment Advisory, Llc
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New South Capital Management Inc
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Perkins Coie Trust Co
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Weinberger Asset Management, Inc
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Cullen/frost Bankers, Inc.
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Total Wealth Planning, Llc
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Integrated Wealth Concepts LLC
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Rodgers & Associates, LTD
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Bnp Paribas Arbitrage, Sa
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Game Plan Financial Advisors, LLC
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Windward Private Wealth Management Inc.
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Betterment LLC
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Wealth Architects, LLC
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Stonehage Fleming Financial Services Holdings Ltd
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BancorpSouth Bank
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Thompson Investment Management, Inc.
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Farmers & Merchants Trust Co of Chambersburg PA
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Trust Co Of Toledo Na /oh/
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Prosperity Planning, Inc.
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Old National Bancorp /in/
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Brookstone Capital Management
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Jane Street Group, Llc
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Highland Capital Management, Llc
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American Financial Advisors, LLC
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Gladstone Institutional Advisory LLC
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S.A. Mason LLC
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Sigma Investment Counselors Inc
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Sandy Spring Bank
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Citadel Advisors Llc
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Summit Financial, LLC
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Signaturefd, Llc
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Riverbend Wealth Management, LLC
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Pinney & Scofield, Inc.
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Idaho Trust Bank
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Brooklyn FI, LLC
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Verus Capital Partners, Llc
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Verum Partners LLC
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TruNorth Capital Management, LLC
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Gallagher Fiduciary Advisors, LLC
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Midwest Trust Co
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Jpmorgan Chase & Co
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Loomis Sayles & Co L P
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Comprehensive Financial Management LLC
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Pettinga Financial Advisors, LLC
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Relyea Zuckerberg Hanson LLC
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WoodTrust Financial Corp
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Kessler Investment Group, LLC
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Td Asset Management Inc
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My Purposeful Wealth Corp.
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Wealth Enhancement Advisory Services, Llc
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Wellington Management Group Llp
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Pacific Life Fund Advisors LLC
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New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES
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Fairman Group, LLC
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Russell Investments Group, Ltd.
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Cherry Tree Wealth Management, LLC
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Huntleigh Advisors, Inc.
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Kayne Anderson Rudnick Investment Management Llc
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Cornerstone Advisors Asset Management, Inc
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Compass Financial Services Inc
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Townsquare Capital Llc
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Investors Research Corp
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Creekside Partners
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Creative Planning
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Stordahl Capital Management, Inc.
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Arkadios Wealth Advisors
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Empower Advisory Group, LLC
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Penobscot Investment Management Company, Inc.
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Pittenger & Anderson Inc
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West Michigan Advisors, Llc
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Headlands Technologies LLC
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Smith, Moore & Co.
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Armstrong Advisory Group, Inc
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Prudential Financial Inc
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Grimes & Company, Inc.
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Diversified Enterprises, LLC
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Calamos Strategic Total Return Fund
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Royal Bank Of Canada
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Premier Path Wealth Partners, LLC
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Argent Trust Co
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Advance Capital Management, Inc.
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Welch & Forbes Llc
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Zrc Wealth Management, Llc
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N.E.W. Advisory Services LLC
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Disciplined Investments, LLC
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GPS Wealth Strategies Group, LLC
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Integrated Investment Consultants, LLC
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Fulton Bank, N.a.
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Ccg Wealth Management, Llc
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Hanson & Doremus Investment Management
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Brady Martz Wealth Solutions, LLC
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Whipplewood Advisors, LLC
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Stegner Investment Associates Inc.
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CI Private Wealth, LLC
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Zions Bancorporation, National Association /ut/
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Yardley Wealth Management LLC
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Annandale Capital, LLC
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ARABX - Aristotle Funds Series Trust - Aristotle Small Cap Equity Fund II Class A
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Visionary Wealth Advisors
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Legacy Capital Group California, Inc.
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VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A
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Gotham Asset Management, LLC
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Earnest Partners Llc
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Wesbanco Bank Inc
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Bricktown Capital, LLC
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SJA Financial Advisory, LLC
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Twin Peaks Wealth Advisors, LLC
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PDS Planning, Inc
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Cm Wealth Advisors Llc
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GM Advisory Group, Inc.
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Capital Advantage, Inc.
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King Luther Capital Management Corp
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Renasant Bank
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Bellwether Advisors, LLC
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Frederick Financial Consultants, LLC
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Ronald Blue Trust, Inc.
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Kestra Private Wealth Services, Llc
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Legacy Bridge, LLC
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Sequoia Financial Advisors, LLC
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Ieq Capital, Llc
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Cobblestone Capital Advisors Llc /ny/
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Tassel Capital Management, Inc.
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Salem Investment Counselors Inc
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Partners in Financial Planning
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Cozad Asset Management Inc
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Future Fund LLC
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Hallmark Capital Management Inc
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Sonata Capital Group Inc
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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TD Waterhouse Canada Inc.
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Roundview Capital LLC
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Concurrent Investment Advisors, LLC
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Nemes Rush Group LLC
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Wedbush Securities Inc
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LexAurum Advisors, LLC
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First Foundation Advisors
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Kestra Advisory Services, LLC
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Macquarie Group Ltd
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Harwood Advisory Group, LLC
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Wealthcare Advisory Partners LLC
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Stifel Financial Corp
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HighTower Advisors, LLC
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Beacon Capital Management, LLC
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Wsfs Capital Management, Llc
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Wealth Dimensions Group, Ltd.
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Fourth Dimension Wealth, LLC
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Operose Advisors LLC
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Carnegie Capital Asset Management, LLC
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Mercer Global Advisors Inc /adv
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Pinnacle Financial Partners Inc
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Robertson Stephens Wealth Management, LLC
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JMG Financial Group, Ltd.
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Powell Investment Advisors, LLC
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Diversified Portfolios, Inc.
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Foundation Wealth Management, LLC
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Hm Payson & Co
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Moisand Fitzgerald Tamayo, LLC
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Smith, Salley & Associates
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Davidson Trust Co
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J.w. Cole Advisors, Inc.
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Nbc Securities, Inc.
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Sound View Wealth Advisors Group, LLC
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Tsfg, Llc
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Keudell/Morrison Wealth Management
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Mayflower Financial Advisors, LLC
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Transform Wealth, LLC
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Green Square Capital Advisors Llc
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Guidance Point Advisors, LLC
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Cwm, Llc
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SkyOak Wealth, LLC
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Friday Financial
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Colonial Trust Co / SC
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Natixis Advisors, L.p.
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Palisades Hudson Asset Management, L.P.
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POCEX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Aggressive Growth Fund Class C
|
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|
|
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|
Marion Wealth Management
|
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|
Hrt Financial Lp
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Icon Wealth Advisors, LLC
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BHK Investment Advisors, LLC
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Connecticut Wealth Management, LLC
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Spears Abacus Advisors LLC
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Checchi Capital Advisers, LLC
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Washington Trust Advisors, Inc.
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|
Ledyard National Bank
|
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DiMeo Schneider & Associates, L.L.C.
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Atlantic Edge Private Wealth Management, LLC
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Live Oak Private Wealth LLC
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Curtis Advisory Group, LLC
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|
Raymond James Financial Inc
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Towerpoint Wealth, LLC
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LGT Financial Advisors LLC
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|
Sageworth Trust Co
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|
PrairieView Partners, LLC
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|
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|
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
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WealthPlan Investment Management, LLC
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BlackRock, Inc.
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Prudent Man Investment Management, Inc.
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Quantinno Capital Management LP
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Rossby Financial, LCC
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|
Foster Group, Inc.
|
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|
Cassaday & Co Wealth Management LLC
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PODCX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Growth Fund Class C
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
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|
|
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|
GoalVest Advisory LLC
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Wedgewood Investors Inc /pa/
|
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Atria Wealth Solutions, Inc.
|
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|
M&t Bank Corp
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Glass Jacobson Investment Advisors llc
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Atlantic Trust, LLC
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Financial Guidance Group, Inc.
|
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GWM Advisors LLC
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Public Employees Retirement System Of Ohio
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Sterling Financial Group, Inc.
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Corundum Group, Inc.
|
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BIP Wealth, LLC
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Hollencrest Capital Management
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|
Jfs Wealth Advisors, Llc
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|
Strategic Financial Concepts, LLC
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Canandaigua National Bank & Trust Co
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Archvest Wealth Advisors, Inc.
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Ullmann Financial Group, Inc.
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Jackson, Grant Investment Advisers, Inc.
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Bailard, Inc.
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Opus Capital Group, LLC
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Shakespeare Wealth Management, Inc.
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Wells Fargo & Company/mn
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Keystone Wealth Services, LLC
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Patriot Investment Management Inc.
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|
Builder Investment Group Inc /adv
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Goldman Sachs Group Inc
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|
Hartland & Co., LLC
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|
Quadrant Capital Group Llc
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Resources Management Corp /ct/ /adv
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|
Azarias Capital Management, L.P.
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Integrated Advisors Network LLC
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Oppenheimer & Co Inc
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Parkworth Wealth Management, Inc.
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CoreFirst Bank & Trust
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Advisory Services Network, LLC
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Skyline Advisors, Inc.
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Hoxton Planning & Management, LLC
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DAVENPORT & Co LLC
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Blake Schutter Theil Wealth Advisors, LLC
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First Horizon Advisors, Inc.
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Evanson Asset Management, LLC
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Athena Investment Management
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Royce & Associates Lp
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|
Umb Bank N A/mo
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Diversified Investment Strategies, LLC
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|
Sei Investments Co
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GAMMA Investing LLC
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Klingman & Associates, LLC
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WealthPLAN Partners, LLC
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Ellis Investment Partners, LLC
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Optimist Retirement Group LLC
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Intrepid Financial Planning Group LLC
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Pathstone Holdings, LLC
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Brighton Jones Llc
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Twin Tree Management, LP
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Cornell Pochily Investment Advisors, Inc.
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|
CENTRAL TRUST Co
|
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Lwm Advisors Inc
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Sentinus, LLC
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Congress Wealth Management LLC / DE /
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Thompson Siegel & Walmsley Llc
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Compass Ion Advisors, LLC
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Hsbc Holdings Plc
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Fiduciary Trust Co
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Forum Financial Management, LP
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Pflug Koory, LLC
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MAI Capital Management
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Semmax Financial Advisors Inc.
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Croban
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ORG Partners LLC
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Talon Private Wealth, LLC
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Ashton Thomas Private Wealth, LLC
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Independent Advisor Alliance
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Stephens Consulting, LLC
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Optimum Investment Advisors
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Alesco Advisors Llc
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Confluence Investment Management Llc
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Keybank National Association/oh
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Foster Dykema Cabot & Partners, Llc
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Chemung Canal Trust Co
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Global Retirement Partners, LLC
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Brown, Lisle/cummings, Inc.
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Compass Planning Associates Inc
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Procyon Private Wealth Partners, LLC
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Romano Brothers And Company
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Cullen Capital Management, LLC
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Qube Research & Technologies Ltd
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SilverOak Wealth Management LLC
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Whittier Trust Co Of Nevada Inc
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Bank of New York Mellon Corp
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WFA of San Diego, LLC
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Silvercrest Asset Management Group Llc
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POBAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Conservative Fund Class A
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Armor Investment Advisors, LLC
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VVMCX - VALIC Co I - Mid Cap Value Fund
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Baird Financial Group, Inc.
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Triad Wealth Partners, LLC
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Resources Investment Advisors, LLC.
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Aufman Associates Inc
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Rsm Us Wealth Management Llc
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Atomi Financial Group, Inc.
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Avantax Advisory Services, Inc.
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Mb, Levis & Associates, Llc
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Catalyst Financial Partners Llc
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Allworth Financial LP
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Assetmark, Inc
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Principal Securities, Inc.
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Lion Street Advisors, LLC
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Atria Investments Llc
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Promus Capital, LLC
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Gwn Securities Inc.
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Marquette Asset Management, LLC
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Hillcrest Wealth Advisors - NY, LLC
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Equitable Trust Co
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IHT Wealth Management, LLC
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Kanawha Capital Management Llc
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LBJ Family Wealth Advisors, Ltd.
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Maltin Wealth Management, Inc.
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First United Bank Trust/
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Coastwise Capital Group, LLC
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Stratos Wealth Partners, LTD.
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Kestra Investment Management, LLC
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Centaurus Financial, Inc.
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Farther Finance Advisors, LLC
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Marshall Financial Group Inc /adv
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Berkeley, Inc
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Empowered Funds, LLC
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Perigon Wealth Management, LLC
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Atlas Brown,Inc.
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Brandywine Oak Private Wealth Llc
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Legacy Trust
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Systematic Financial Management Lp
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Aft, Forsyth & Company, Inc.
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VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
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United Community Bank
|
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NEFJX - Natixis Funds Trust I - Vaughan Nelson Small Cap Value Fund Class A
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Murphy, Middleton, Hinkle & Parker, Inc.
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Lindbrook Capital, Llc
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Cascade Financial Partners, LLC
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New England Private Wealth Advisors LLC
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Firestone Capital Management
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CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
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Fort Point Capital Partners LLC
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Spectrum Wealth Counsel, LLC
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TCG Advisory Services, LLC
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Rockefeller Capital Management L.P.
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Ameritas Investment Partners, Inc.
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Mma Asset Management Llc
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Franklin Resources Inc
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Advanced Series Trust - Ast Small-cap Growth Portfolio
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Glenmede Trust Co Na
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Orion Portfolio Solutions, LLC
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HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A
|
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|
Blair William & Co/il
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Buckingham Strategic Partners
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Vaughan Nelson Investment Management, L.p.
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Graypoint LLC
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Farmers & Merchants Investments Inc
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Matauro, Llc
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Evoke Wealth, Llc
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Wiley Bros.-aintree Capital, Llc
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Two Sigma Investments, Lp
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Private Wealth Asset Management, LLC
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Berkshire Asset Management Llc/pa
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Millennium Management Llc
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Close Asset Management Ltd
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Lido Advisors, LLC
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Wolverine Trading, Llc
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Aqr Capital Management Llc
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Allen Investment Management LLC
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Keeley-Teton Advisors, LLC
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Clarion Wealth Managment Partners, LLC
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Financial Synergies Wealth Advisors, Inc.
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Amarillo National Bank
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3Chopt Investment Partners, LLC
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Neuberger Berman Group LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Hemington Wealth Management
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Total Clarity Wealth Management, Inc.
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Glen Eagle Advisors, LLC
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COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
|
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|
Investmark Advisory Group LLC
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|
Prospera Financial Services Inc
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Future Financial Wealth Managment LLC
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Atlas Legacy Advisors, LLC
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|
Eukles Asset Management
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|
Haverford Trust Co
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|
Becker Capital Management Inc
|
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|
Mariner, LLC
|
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Meridian Wealth Management, LLC
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|
St Germain D J Co Inc
|
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|
AdvisorNet Financial, Inc
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|
Grove Bank & Trust
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Cedar Mountain Advisors, LLC
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|
Patten & Patten Inc/tn
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|
Alerus Financial Na
|
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Capital Advisors, Ltd. LLC
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|
Carbahal Olsen Financial Services Group, LLC
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|
Aletheian Wealth Advisors LLC
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Howe & Rusling Inc
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Widmann Financial Services, Inc.
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Tudor Investment Corp Et Al
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CoreCap Advisors, LLC
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Harbour Capital Advisors, LLC
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|
TFB Advisors LLC
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|
Colony Group, LLC
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|
Fifth Third Wealth Advisors LLC
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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|
Evercore Wealth Management, LLC
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Ark & Tlk Investments, Llc
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Finley Financial, LLC
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Global Trust Asset Management, LLC
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Financial Avengers, Inc.
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Fiduciary Financial Group, Llc
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Frazier Financial Advisors, LLC
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|
InvesTrust
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|
Private Trust Co Na
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Country Club Bank /gfn
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CIBC World Markets Inc.
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|
Oakworth Capital, Inc.
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Cardiff Park Advisors, Llc
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Brinker Capital Investments, LLC
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|
Dorsey & Whitney Trust CO LLC
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|
Northwest & Ethical Investments L.P.
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|
|
|
|
JSPCX - JANUS INVESTMENT FUND - Janus Henderson Global Allocation Fund - Conservative Class T
|
|
|
|
|
|
Synovus Financial Corp
|
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|
|
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|
Atom Investors LP
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|
Smith Thornton Advisors LLC
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|
Bearing Point Capital, Llc
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CFSSX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Select Fund
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|
Raleigh Capital Management Inc.
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|
Ascent Group, LLC
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Transce3nd, LLC
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|
St. Clair Advisors, LLC
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|
Founders Financial Alliance, LLC
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|
Renaissance Technologies Llc
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Nicolet Advisory Services, Llc
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Moneta Group Investment Advisors Llc
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Sound Income Strategies, LLC
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|
Navigoe, LLC
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|
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
|
|
|
|
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|
Wood Tarver Financial Group, LLC
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|
Principal Financial Group Inc
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Bishop & Co Investment Management, LLC
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James Investment Research Inc
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Hopwood Financial Services, Inc.
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E&G Advisors, LP
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Fiduciary Advisors, Inc.
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Paragon Financial Partners, Inc.
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Grey Fox Wealth Advisors, LLC
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Grayhawk Investment Strategies Inc.
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|
Altiora Financial Group, LLC
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|
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|
|
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Cary Street Partners Financial Llc
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|
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|
Belmont Capital, LLC
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|
Aprio Wealth Management, LLC
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Townsend Asset Management Corp /nc/ /adv
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|
Vance Wealth, Inc.
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Aspen Grove Capital, LLC
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Morling Financial Advisors, LLC
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|
Private Advisor Group, LLC
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|
BRYN MAWR TRUST Co
|
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|
National Bank Of Canada /fi/
|
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|
Richardson Capital Management LLC
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|
Financial Network Wealth Management LLC
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Atlas Capital Advisors Llc
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Fuller & Thaler Asset Management, Inc.
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|
Ballast Advisors Llc
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Culbertson A N & Co Inc
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|
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|
Toronto Dominion Bank
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Merit Financial Group, LLC
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|
Ameriflex Group, Inc.
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|
McLean Asset Management Corp
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|
Brown Advisory Inc
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|
Jordan Park Group LLC
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Asset Dedication, LLC
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Oldfather Financial Services, LLC
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Ci Investments Inc.
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Investment Partners, Ltd.
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Versant Capital Management, Inc
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Sage Financial Group Inc
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Taylor, Cottrill, Erickson & Associates, Inc.
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Ategra Capital Management, LLC
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Fifth Third Securities, Inc.
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Sofos Investments, Inc.
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Ausdal Financial Partners, Inc.
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Oxford Financial Group Ltd
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|
Independence Bank of Kentucky
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|
Retirement Wealth Solutions LLC
|
|
|
|
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|
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
|
|
|
|
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|
Johnson Financial Group, Inc.
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Calamos Advisors LLC
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Marshall & Sterling Wealth Advisors Inc.
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|
Chicago Capital, LLC
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|
Squarepoint Ops LLC
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|
Colonial Trust Advisors
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|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
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|
|
|
|
First Manhattan Co
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|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Alliancebernstein L.p.
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|
|
|
|
Peapack Gladstone Financial Corp
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|
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|
Bradley & Co. Private Wealth Management, LLC
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|
|
|
|
Truist Financial Corp
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|
Fulton Breakefield Broenniman Llc
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|
McCarthy Grittinger Financial Group, LLC
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|
Facet Wealth, Inc.
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|
|
|
|
Tiaa Trust, National Association
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|
|
|
|
|
POCAX - Aristotle Funds Series Trust - Aristotle Portfolio Optimization Moderate Fund Class A
|
|
|
|
|
|
Apella Capital, LLC
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|
Apollon Wealth Management, LLC
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|
BTC Capital Management, Inc.
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|
First Citizens Bank & Trust Co
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Barrett & Company, Inc.
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
Bare Financial Services, Inc
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|
Smithfield Trust Co
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Squire Investment Management Company, LLC
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|
Nvwm, Llc
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Marshall & Sullivan Inc /wa/
|
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Pure Financial Advisors, Inc.
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|
Shepherd Financial Partners LLC
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|
Evensky & Katz LLC
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|
Cladis Investment Advisory, LLC
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|
Lowery Thomas, Llc
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Titleist Asset Management, Llc
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Elite Financial, Inc.
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Warren Averett Asset Management, LLC
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|
XML Financial, LLC
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|
Summit Wealth Group Llc / Co
|
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|
AMG National Trust Bank
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Commonwealth Equity Services, Llc
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North Star Investment Management Corp.
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Bell Investment Advisors, Inc
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Walleye Trading LLC
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Pinnacle Wealth Planning Services, Inc.
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|
Barclays Plc
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Wealthfront Advisers Llc
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|
Stephens Inc /ar/
|
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|
Allspring Global Investments Holdings, LLC
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|
Provident Wealth Management, LLC
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Mill Creek Capital Advisors, LLC
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|
Maryland Capital Advisors Inc.
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|
Luts & Greenleigh Group, Inc
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|
Gries Financial Llc
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|
St. Louis Trust Co
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|
Brandywine Global Investment Management, LLC
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FSC Wealth Advisors, LLC
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Wealthstream Advisors, Inc.
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|
Wealth Preservation Advisors, LLC
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Peloton Wealth Strategists
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William Howard & Co Financial Advisors Inc
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MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
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Cahill Financial Advisors Inc
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Comprehensive Financial Planning, Inc./PA
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Atticus Wealth Management, Llc
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Quantbot Technologies LP
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Vanguard Group Inc
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Laurel Wealth Advisors LLC
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Trust Co Of Vermont
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Spire Wealth Management
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Tortoise Investment Management, LLC
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Sittner & Nelson, Llc
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Rice Partnership, LLC
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Horizon Bancorp Inc /in/
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Monetary Management Group Inc
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Rothschild Investment Llc
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NewEdge Wealth, LLC
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Rhumbline Advisers
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Valmark Advisers, Inc.
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Crews Bank & Trust
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SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
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Financial Management Network Inc
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Janney Montgomery Scott LLC
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Alexander Randolph Advisory Inc
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Putnam Fl Investment Management Co
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Stock Yards Bank & Trust Co
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HBK Sorce Advisory LLC
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LMG Wealth Partners, LLC
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Janus Henderson Group Plc
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Twin Lakes Capital Management, LLC
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Sunbelt Securities, Inc.
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Hirtle Callaghan & Co LLC
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Envestnet Portfolio Solutions, Inc.
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Valley Forge Investment Consultants Inc Adv
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Morris Financial Concepts, Inc.
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Equitable Holdings, Inc.
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GHP Investment Advisors, Inc.
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Parkside Financial Bank & Trust
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Northwestern Mutual Wealth Management Co
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Glenmede Investment Management, LP
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Mv Capital Management, Inc.
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Lmcg Investments, Llc
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Curio Wealth, Llc
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Paragon Capital Management Ltd
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Cornerstone Wealth Advisors, Inc.
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Ancora Advisors, LLC
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Redwood Park Advisors LLC
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Biltmore Family Office, LLC
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Segall Bryant & Hamill, Llc
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Hazlett, Burt & Watson, Inc.
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Exencial Wealth Advisors, Llc
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Geneos Wealth Management Inc.
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Bank Of Montreal /can/
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McIlrath & Eck, LLC
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Skopos Labs, Inc.
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Parallel Advisors, LLC
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Captrust Financial Advisors
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Bessemer Group Inc
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Liberty Square Wealth Partners Llc
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United Asset Strategies, Inc.
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Centricity Wealth Management, LLC
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Peak Asset Management, LLC
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Fmr Llc
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Mesirow Financial Investment Management, Inc.
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Badgley Phelps Wealth Managers, LLC
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Matrix Asset Advisors Inc/ny
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Valeo Financial Advisors, LLC
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Plante Moran Financial Advisors, LLC
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Lazard Asset Management Llc
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Noble Family Wealth, LLC
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OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
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Tocqueville Asset Management L.p.
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Gables Capital Management Inc.
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PFG Investments, LLC
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Truepoint, Inc.
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Activest Wealth Management
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Focus Financial Network, Inc.
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Garde Capital, Inc.
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ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
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AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
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Oliver Luxxe Assets LLC
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Dunhill Financial, LLC
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ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
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One Capital Management, LLC
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Wolff Wiese Magana Llc
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Regency Capital Management Inc.\DE
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Marotta Asset Management
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LRI Investments, LLC
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Avalon Trust Co
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Investment Advisory Group, LLC
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Members Wealth Llc
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Bank of Jackson Hole Trust
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NFP Retirement, Inc.
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Eagle Strategies LLC
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Victory Capital Management Inc
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Lowe Brockenbrough & Co Inc
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Perfromance Wealth Partners, LLC
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Provenance Wealth Advisors, LLC
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Mather Group, Llc.
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Bedel Financial Consulting, Inc.
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Td Private Client Wealth Llc
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Jasper Ridge Partners, L.P.
|
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Flow Traders U.s. Llc
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Abound Wealth Management
|
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Modera Wealth Management, LLC
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Nwam Llc
|
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Joel Isaacson & Co., LLC
|
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Accel Wealth Management
|
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CJM Wealth Advisers, Ltd.
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Baxter Bros Inc
|
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HighMark Wealth Management LLC
|
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Miramar Fiduciary Corp
|
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Gts Securities Llc
|
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Capital Square, LLC
|
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Retirement Investment Advisors, Inc.
|
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Nbt Bank N A /ny
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