|
Vista Investment Management
|
|
|
|
|
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JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
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Parvin Asset Management, LLC
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Credential Qtrade Securities Inc.
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Evelyn Partners Investment Management LLP
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Bruce G. Allen Investments, LLC
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|
Red Wave Investments LLC
|
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Live Oak Private Wealth LLC
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Quintet Private Bank (Europe) S.A.
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Ashton Thomas Securities, Llc
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Kathleen S. Wright Associates Inc.
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Lynch Asset Management, Inc.
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Capital Fund Management S.a.
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Gwn Securities Inc.
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Red Mountain Financial, LLC
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Seed Wealth Management, Inc.
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Ashton Thomas Private Wealth, LLC
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Cypress Wealth Services, LLC
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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Disciplina Capital Management LLC
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DiNuzzo Private Wealth, Inc.
|
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Goldman Sachs Group Inc
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Nuveen Multi-Asset Income Fund
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Harbour Investment Management Llc
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Cambridge Investment Research Advisors, Inc.
|
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Glass Jacobson Investment Advisors llc
|
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EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
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|
|
Howard Capital Management Group, LLC
|
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Sax Wealth Advisors, Llc
|
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Sterling Investment Management, Inc.
|
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Procyon Private Wealth Partners, LLC
|
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InTrack Investment Management Inc
|
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|
|
Telligent Fund, LP
|
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|
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Loomis Sayles & Co L P
|
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|
Park Avenue Securities Llc
|
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|
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Sapient Capital Llc
|
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|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Channing Global Advisors, Llc
|
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|
|
|
Boreal Capital Management LLC
|
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|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
ADLVX - Ultimus Managers Trust - ADLER VALUE FUND Institutional Class
|
|
|
|
|
|
Vienna Asset Management LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
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|
|
|
|
Kingswood Wealth Advisors, Llc
|
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|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
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|
|
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Rehmann Capital Advisory Group
|
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Horizon Investments, LLC
|
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|
|
WFA of San Diego, LLC
|
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|
|
|
|
Wedbush Securities Inc
|
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|
|
|
|
Generate Investment Management Ltd
|
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|
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|
|
Modern Wealth Management, LLC
|
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|
|
|
|
Banque Pictet & Cie Sa
|
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|
|
|
|
Midwest Trust Co
|
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|
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|
Welch & Forbes Llc
|
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|
Baker Tilly Financial, Llc
|
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|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
Walleye Capital LLC
|
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|
Wambolt & Associates, LLC
|
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|
Stephens Inc /ar/
|
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Silvercrest Asset Management Group Llc
|
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Bessemer Group Inc
|
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|
Resources Investment Advisors, LLC.
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Brinker Capital Investments, LLC
|
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Beaumont Financial Advisors, LLC
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|
Vista Wealth Management Group, LLC
|
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|
Colorado Capital Management, Inc.
|
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|
Baldwin Investment Management, LLC
|
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|
Fca Corp /tx
|
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|
|
Insight Advisors, LLC/ PA
|
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|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Northstar Asset Management Inc
|
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|
|
Bank of New Hampshire
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Hilltop Holdings Inc.
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|
Greykasell Wealth Strategies, Inc.
|
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|
|
|
|
Credential Securities Inc.
|
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
XXEC, Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Summit Financial, LLC
|
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|
Wellington Shields & Co., LLC
|
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|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
NVOX - Tidal Trust II - Defiance Daily Target 2X Long NVO ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Guardcap Asset Management Ltd
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
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Raub Brock Capital Management LP
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Gerber Kawasaki Wealth & Investment Management
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First Financial Corp /in/
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Assetmark, Inc
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Generali Investments CEE, investicni spolecnost, a.s.
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Kathmere Capital Management, LLC
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Family Legacy, Inc.
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Horrell Capital Management, Inc.
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Evolution Wealth Management Inc.
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Symphony Financial Services, Inc.
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Bnc Wealth Management, Llc
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Freestone Grove Partners LP
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Freedom Day Solutions, LLC
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Pensionmark Financial Group, Llc
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
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QCVAX - Clearwater Investment Trust - Clearwater International Fund
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Spinnaker Trust
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Greenwood Capital Associates Llc
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RKL Wealth Management LLC
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Phillips Wealth Planners LLC
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Capital Investment Advisors, LLC
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Cullen/frost Bankers, Inc.
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Parallax Volatility Advisers, L.P.
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Global X Japan Co., Ltd.
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Penobscot Investment Management Company, Inc.
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Leo Wealth, LLC
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Fortitude Family Office, LLC
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LPL Financial LLC
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MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
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Badgley Phelps Wealth Managers, LLC
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USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
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Signaturefd, Llc
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Manning & Napier Advisors Llc
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Meridian Wealth Management, LLC
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Greenleaf Trust
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
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Hennion & Walsh Asset Management, Inc.
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683 Capital Management, LLC
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Segment Wealth Management, LLC
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Integrated Wealth Concepts LLC
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Cresset Asset Management, LLC
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Gen-Wealth Partners Inc
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Diversify Wealth Management, Llc
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Loudon Investment Management, LLC
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Gitterman Wealth Management, LLC
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Alta Capital Management Llc/
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JDM Financial Group LLC
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Transamerica Financial Advisors, Inc.
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F/M Investments LLC
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Massachusetts Financial Services Co /ma/
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Creative Financial Designs Inc /adv
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Korea Investment CORP
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Forte Capital Llc /adv
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Bank Of Montreal /can/
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DecisionPoint Financial, LLC
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Sittner & Nelson, Llc
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Vantage Investment Partners, LLC
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Tritonpoint Wealth, Llc
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Cary Street Partners Financial Llc
|
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Principia Wealth Advisory, LLC
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LCM Capital Management Inc
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EagleClaw Capital Managment, LLC
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TrueMark Investments, LLC
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Independence Bank of Kentucky
|
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Giverny Capital Inc.
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Schechter Investment Advisors, LLC
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Solstein Capital, LLC
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NorthCrest Asset Manangement, LLC
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Key FInancial Inc
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Qube Research & Technologies Ltd
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Marietta Investment Partners Llc
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Balboa Wealth Partners
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Wells Fargo & Company/mn
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West Branch Capital LLC
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Northstar Group, Inc.
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DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
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SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
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Fortis Capital Management LLC
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Freestone Capital Holdings, LLC
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Donaldson Capital Management, Llc
|
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Financial Engines Advisors L.L.C.
|
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EverSource Wealth Advisors, LLC
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Toroso Investments, LLC
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Congress Wealth Management LLC / DE /
|
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Hilltop National Bank
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Karani Asset Management LLC
|
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Strategy Asset Managers Llc
|
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First Pacific Financial
|
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|
Quadrant Capital Group Llc
|
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|
Centaurus Financial, Inc.
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SOUTH STATE Corp
|
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|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
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|
Palisade Capital Management Llc/nj
|
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|
Manchester Capital Management LLC
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|
Heritage Wealth Advisors
|
|
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|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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|
American National Bank
|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Prestige Wealth Management Group LLC
|
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|
Campbell & CO Investment Adviser LLC
|
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|
Whittier Trust Co
|
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|
Mirabaud & Cie SA
|
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|
JustInvest LLC
|
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|
Strong Tower Advisory Services
|
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|
DecisionMap Wealth Management, LLC
|
|
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|
Hussman Strategic Advisors, Inc.
|
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|
Harbor Investment Advisory, Llc
|
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|
Financial Management Professionals, Inc.
|
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|
Cito Capital Group, LLC
|
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|
SWAN Capital LLC
|
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|
Concorde Asset Management, LLC
|
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|
Pacific Center for Financial Services
|
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|
General Partner, Inc.
|
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|
Roberts Glore & Co Inc /il/
|
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|
Aperture Investors, LLC
|
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|
Mosaic Financial Group, Llc
|
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|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
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|
|
Team Financial Group, LLC
|
|
|
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|
|
Smith Chas P & Associates Pa Cpas
|
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|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
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|
|
|
Jlb & Associates Inc
|
|
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|
Orion Portfolio Solutions, LLC
|
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|
Cypress Advisory Group LLC
|
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|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
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|
|
GFG Capital, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
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|
|
Westside Investment Management, Inc.
|
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|
|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
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|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
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|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Europe 30
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Fullcircle Wealth Llc
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Thrivent Financial For Lutherans
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First Command Advisory Services, Inc.
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Van Hulzen Asset Management, LLC
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Acadian Asset Management Llc
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Fisher Asset Management, LLC
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Smithbridge Asset Management Inc/de
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Union Heritage Capital, LLC
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CLARET ASSET MANAGEMENT Corp
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Capital Analysts, Inc.
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|
Us Bancorp \de\
|
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BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
|
|
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|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
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We Are One Seven, LLC
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Tevis Investment Management
|
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DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
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Atlas Capital Advisors Llc
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Lockerman Financial Group, Inc.
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Causeway Capital Management Llc
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TD Capital Management LLC
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Tudor Investment Corp Et Al
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Essex Financial Services, Inc.
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CCGSX - BAIRD FUNDS INC - Chautauqua Global Growth Fund Investor Class
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Graney & King, LLC
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Financial Connections Group, Inc.
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Exchange Traded Concepts, Llc
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Romano Brothers And Company
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Canopy Partners, LLC
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Mmbg Investment Advisors Co.
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Ubs Oconnor Llc
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Eagle Global Advisors Llc
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Bnp Paribas Arbitrage, Sa
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Chevy Chase Trust Holdings, Inc.
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Wellington Management Group Llp
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Joel Isaacson & Co., LLC
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Summit Trail Advisors, Llc
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Alpine Bank Wealth Management
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HHM Wealth Advisors, LLC
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PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
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Herold Advisors, Inc.
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Webster Bank, N. A.
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GPS Wealth Strategies Group, LLC
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Brandywine Managers, Llc
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Abound Wealth Management
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Pacific Point Advisors, LLC
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Beacon Investment Advisory Services, Inc.
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Kentucky Trust Co
|
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Banque Transatlantique SA
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Bank Of Stockton
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Hunter Associates Investment Management Llc
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Perennial Investment Advisors, LLC
|
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Knights of Columbus Asset Advisors LLC
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Cordatus Wealth Management LLC
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|
Jpmorgan Chase & Co
|
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Westover Capital Advisors, LLC
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Optimum Investment Advisors
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Caldwell Securities, Inc
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Transatlantique Private Wealth Llc
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Mount Yale Investment Advisors, LLC
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Pingora Partners LLC
|
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Naviter Wealth, LLC
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NewSquare Capital LLC
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Three Bridge Wealth Advisors, LLC
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CMT Capital Markets Trading GmbH
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Grassi Investment Management
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Curat Global, LLC
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Bridger Management, Llc
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Clare Market Investments LLC
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Brown Brothers Harriman & Co
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J.w. Cole Advisors, Inc.
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Brucke Financial, Inc.
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Gries Financial Llc
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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|
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|
Lhm, Inc.
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|
Kestra Investment Management, LLC
|
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|
Chesley Taft & Associates LLC
|
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|
Wedmont Private Capital
|
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|
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund
|
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|
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|
Ethic Inc.
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|
Parnassus Investments /ca
|
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Ascent Group, LLC
|
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|
Intrust Bank Na
|
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|
Tower Research Capital LLC (TRC)
|
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|
Hoese & Co LLP
|
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Mitchell & Pahl Private Wealth, Llc
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|
Spirit Of America Management Corp/ny
|
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|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
|
|
|
Independent Advisor Alliance
|
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|
Altfest L J & Co Inc
|
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|
|
Choate Investment Advisors
|
|
|
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|
|
Iams Wealth Management, Llc
|
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|
|
Costello Asset Management, INC
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Aureus Asset Management, LLC
|
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|
Quest 10 Wealth Builders, Inc.
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D'Orazio & Associates, Inc.
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Legacy Capital Group California, Inc.
|
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Beutel, Goodman & Co Ltd.
|
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|
Kavar Capital Partners Group, Llc
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Bleakley Financial Group, LLC
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Peddock Capital Advisors, Llc
|
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|
Hrt Financial Lp
|
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|
Voloridge Investment Management, Llc
|
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|
Bath Savings Trust Co
|
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|
Simplex Trading, Llc
|
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|
Hantz Financial Services, Inc.
|
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|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
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|
Prospera Financial Services Inc
|
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|
|
|
|
Coldstream Capital Management Inc
|
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|
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|
|
Hager Investment Management Services, Llc
|
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|
Smart Money Group LLC
|
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|
Bright Futures Wealth Management, LLC.
|
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|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Foresight Group Ltd Liability Partnership
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
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|
ICW Investment Advisors LLC
|
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|
Geneos Wealth Management Inc.
|
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|
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|
|
Retirement Wealth Solutions LLC
|
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|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Guardian Capital Lp
|
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|
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|
Americana Partners, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
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|
Bank Of Nova Scotia
|
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|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Simplicity Wealth,LLC
|
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|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Elevation Series Trust - The Opal International Dividend Income ETF
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
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|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
|
|
|
|
|
NVOH - Precidian ETFs Trust - Novo Nordisk A/S (B Shares) ADRhedged
|
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|
Horizon Kinetics Asset Management Llc
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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|
Rothschild Investment Llc
|
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|
Dempze Nancy E
|
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|
First Horizon Advisors, Inc.
|
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|
Alliancebernstein L.p.
|
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|
Montag A & Associates Inc
|
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|
Jacobi Capital Management LLC
|
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|
Augustine Asset Management Inc
|
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|
International Assets Investment Management, Llc
|
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|
Wetherby Asset Management Inc
|
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|
Group One Trading, L.p.
|
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|
|
|
Strategic Wealth Designers
|
|
|
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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|
Cromwell Holdings LLC
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
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|
Perkins Coie Trust Co
|
|
|
|
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|
Accredited Wealth Management, LLC
|
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|
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|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
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|
|
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|
Carolina Wealth Advisors, LLC
|
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|
Cardinal Capital Management
|
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|
Motley Fool Wealth Management, LLC
|
|
|
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|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
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|
Geo Capital Gestora de Recursos Ltd
|
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|
Equitable Trust Co
|
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|
DMG Group, LLC
|
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Whipplewood Advisors, LLC
|
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|
BlackRock ETF Trust - iShares International Country Rotation Active ETF
|
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|
Verdence Capital Advisors LLC
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
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|
Brass Tax Wealth Management, Inc
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Trust Co Of Toledo Na /oh/
|
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Drive Wealth Management, Llc
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Cacti Asset Management Llc
|
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|
Evelyn Partners Asset Management Ltd
|
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|
UBS Group AG
|
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Camden Capital, LLC
|
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Two Sigma Investments, Lp
|
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Valley National Advisers Inc
|
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|
Bayesian Capital Management, LP
|
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Fmr Llc
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Signature Estate & Investment Advisors Llc
|
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|
Nisa Investment Advisors, Llc
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|
Convergence Financial, LLC
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|
Slocum, Gordon & Co LLP
|
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Harmony Asset Management Llc
|
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|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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|
Parkwood LLC
|
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Oak Family Advisors, Llc
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|
LVW Advisors, LLC
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|
Fortune Financial Advisors, LLC
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Jaffetilchin Investment Partners, LLC
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|
Cohen Capital Management, Inc.
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|
Texas Capital Bancshares Inc/tx
|
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Provenance Wealth Advisors, LLC
|
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|
Russell Investments Group, Ltd.
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
First United Bank Trust/
|
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|
Capital Investment Advisory Services, LLC
|
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|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
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|
Nomura Holdings Inc
|
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|
West Family Investments, Inc.
|
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|
CAPROCK Group, Inc.
|
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|
Ocean Capital Management, LLC
|
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|
King Luther Capital Management Corp
|
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|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
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|
|
RIA Advisory Group LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
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|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Dillon & Associates Inc
|
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|
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|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Family Management Corp
|
|
|
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|
|
Wsfs Capital Management, Llc
|
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|
Hohimer Wealth Management, Llc
|
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|
Jim Saulnier & Associates, Llc
|
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|
|
|
|
Lind Value II ApS
|
|
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|
CWA Asset Management Group, LLC
|
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|
J. Goldman & Co LP
|
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|
Lester Murray Antman dba SimplyRich
|
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|
Meritage Portfolio Management
|
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|
Marco Investment Management Llc
|
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|
Custom Index Systems, Llc
|
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|
Elefante Mark B
|
|
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|
Harbour Investments, Inc.
|
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|
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|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
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|
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|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
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|
|
Integrity Alliance, Llc.
|
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|
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|
|
CVA Family Office, LLC
|
|
|
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|
|
Sovran Advisors, LLC
|
|
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|
Summit Global Investments
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Foresight Global Investors, Inc.
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
|
|
|
|
|
RVER - Advisor Managed Portfolios - Trenchless Fund ETF
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Accent Capital Management, LLC
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Lafayette Investments, Inc.
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Mezzasalma Advisors, LLC
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Invesco Ltd.
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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Corient IA LLC
|
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Capital International Investors
|
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ORG Wealth Partners, LLC
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PBFDX - FORUM FUNDS - Payson Total Return Fund
|
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Evoke Wealth, Llc
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Resources Management Corp /ct/ /adv
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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AA Financial Advisors, LLC
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Kmg Fiduciary Partners, Llc
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
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Nia Impact Advisors, Llc
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Kornitzer Capital Management Inc /ks
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HCR Wealth Advisors
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Argonautica Private Wealth Management, Inc
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Aspect Partners, LLC
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Hayek Kallen Investment Management
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FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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Ingalls & Snyder Llc
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|
Somerville Kurt F
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
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Horizon Investment Services, LLC
|
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PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P
|
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Journey Strategic Wealth Llc
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Everett Harris & Co /ca/
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Evermay Wealth Management Llc
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Armstrong Advisory Group, Inc
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Simon Quick Advisors, Llc
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TRUE Private Wealth Advisors
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Boothbay Fund Management, Llc
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CNB Bank
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Pinnacle Wealth Planning Services, Inc.
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Cairn Investment Group, Inc.
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Binnacle Investments Inc
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Folketrygdfondet
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Hsbc Holdings Plc
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Enterprise Financial Services Corp
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Country Trust Bank
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Murphy & Mullick Capital Management Corp
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CIBC Asset Management Inc
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Kovitz Investment Group Partners, LLC
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CarsonAllaria Wealth Management, Ltd.
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Wendell David Associates Inc
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Private Trust Co Na
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Klingenstein Fields & Co Lp
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Tradewinds Capital Management, LLC
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Sound Income Strategies, LLC
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Chicago Partners Investment Group LLC
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Strategic Wealth Partners, Ltd.
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Mather Group, Llc.
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Grandfield & Dodd, Llc
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Wood Tarver Financial Group, LLC
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Gradient Investments LLC
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Atomi Financial Group, Inc.
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Clarius Group, LLC
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Capital Advisors Inc/ok
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Northern Trust Corp
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Berkshire Capital Holdings Inc
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Hemenway Trust Co LLC
|
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Stratos Wealth Partners, LTD.
|
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|
Intellectus Partners, LLC
|
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|
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
|
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|
Sand Hill Global Advisors, LLC
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AXS Investments LLC
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Scott Marsh Financial, LLC
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|
Glenmede Trust Co Na
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
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|
Bigelow Investment Advisors, LLC
|
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|
|
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|
Janus Henderson Group Plc
|
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NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
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|
Abel Hall, LLC
|
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|
Brighton Jones Llc
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Stokes Capital Advisors, LLC
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|
Dakota Wealth Management
|
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|
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|
Kaizen Financial Strategies
|
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|
Advisory Resource Group
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
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|
Logan Capital Management Inc
|
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Covenant Partners, LLC
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Truist Financial Corp
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Hoey Investments, Inc
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Boston Common Asset Management, LLC
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Golden State Wealth Management, LLC
|
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OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF
|
|
|
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|
Seven Mile Advisory
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Merit Financial Group, LLC
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Level Four Advisory Services, Llc
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GKV Capital Management Co., Inc.
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Flow Traders U.s. Llc
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Mattern Capital Management, Llc
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USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
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Hikari Tsushin, Inc.
|
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|
|
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|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
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|
Trexquant Investment LP
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Pines Wealth Management, LLC
|
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|
|
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Farther Finance Advisors, LLC
|
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|
|
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|
Tortoise Investment Management, LLC
|
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|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
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|
Dunhill Financial, LLC
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Aspen Grove Capital, LLC
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TD Waterhouse Canada Inc.
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Guild Investment Management, Inc.
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FourThought Financial Partners, LLC
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Ritter Daniher Financial Advisory LLC / DE
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|
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|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
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|
Stansberry Asset Management, Llc
|
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|
Cim, Llc
|
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|
Private Advisor Group, LLC
|
|
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|
Philadelphia Trust Co
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
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|
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|
Canal Capital Management, LLC
|
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Holocene Advisors, LP
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Atwood & Palmer Inc
|
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|
Crossmark Global Holdings, Inc.
|
|
|
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|
Shelton Capital Management
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|
|
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|
Atwater Malick LLC
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|
|
|
Sei Investments Co
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
ESGEX - Capitol Series Trust - Reynders, McVeigh Core Equity Fund Institutional Shares
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
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|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
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|
Smith, Moore & Co.
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Regions Financial Corp
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|
Beacon Capital Management, Inc.
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|
|
|
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|
Financial Network Wealth Advisors LLC
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|
|
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PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
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|
BTC Capital Management, Inc.
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|
Archer Investment Corp
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|
Garde Capital, Inc.
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|
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|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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Sunpointe, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
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|
|
|
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|
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
|
|
|
|
|
Diamant Asset Management, Inc.
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|
|
|
|
|
Agate Pass Investment Management, LLC
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|
Menora Mivtachim Holdings Ltd.
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|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
HAP Trading, LLC
|
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|
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
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|
Equitable Holdings, Inc.
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
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|
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Aegis Wealth Management LLC
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|
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|
Charles Schwab Investment Management Inc
|
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|
|
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|
Johnson Financial Group, Inc.
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Penserra Capital Management LLC
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Mid-American Wealth Advisory Group, Inc.
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Valeo Financial Advisors, LLC
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|
Rakuten Securities, Inc.
|
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|
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|
Renaissance Investment Group LLC
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|
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Resonant Capital Advisors, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
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|
Arcadia Investment Management Corp/mi
|
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Belmont Capital, LLC
|
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|
Hudock, Inc.
|
|
|
|
|
|
Creative Planning
|
|
|
|
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|
Painted Porch Advisors LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
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|
|
|
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|
AlphaCore Capital LLC
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|
|
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|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
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|
Stonegate Investment Group, LLC
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Avantax Advisory Services, Inc.
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|
Retirement Planning Co of New England, Inc.
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|
|
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|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Hm Payson & Co
|
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|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
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|
Settian Capital LP
|
|
|
|
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|
Round Hill Asset Management
|
|
|
|
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|
Nbc Securities, Inc.
|
|
|
|
|
|
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
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|
|
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|
Stephens Consulting, LLC
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|
St Germain D J Co Inc
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|
FDx Advisors, Inc.
|
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|
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|
Boston Trust Walden Corp
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|
|
|
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|
Pinnacle Associates Ltd
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|
|
|
|
|
SALT Holding Corp.
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|
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|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
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|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
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Austin Private Wealth, LLC
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Talbot Financial, LLC
|
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|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
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|
Delaney Dennis R
|
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|
|
|
|
GHP Investment Advisors, Inc.
|
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|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
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|
Barclays Plc
|
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|
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MSA Advisors, LLC
|
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|
Grimes & Company, Inc.
|
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|
Millennium Management Llc
|
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Hirtle Callaghan & Co LLC
|
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|
|
Montis Financial, LLC
|
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|
|
Raelipskie Partnership
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Qtron Investments LLC
|
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|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
|
Twin Tree Management, LP
|
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M. Kulyk & Associates, LLC
|
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|
Ramirez Asset Management, Inc.
|
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|
Western Pacific Wealth Management, LP
|
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Saratoga Research & Investment Management
|
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|
|
|
|
Wellington Shields Capital Management, LLC
|
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|
|
Clear Street Markets Llc
|
|
|
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|
|
Pecaut & Co.
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
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|
|
Sandy Spring Bank
|
|
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|
Lindbrook Capital, Llc
|
|
|
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|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
PFS Partners, LLC
|
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|
|
|
Fundamentun, Llc
|
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|
Benjamin Edwards Inc
|
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|
Capstone Investment Advisors, Llc
|
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|
Rhumbline Advisers
|
|
|
|
|
|
Security Financial Services, INC.
|
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|
Clean Yield Group
|
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|
Dynamic Advisor Solutions LLC
|
|
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|
Koshinski Asset Management, Inc.
|
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|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
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|
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|
Belpointe Asset Management LLC
|
|
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|
NFP Retirement, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A
|
|
|
|
|
|
Encompass More Asset Management
|
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Park National Corp /oh/
|
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Walter Public Investments Inc.
|
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|
|
Tsfg, Llc
|
|
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Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Sfmg, Llc
|
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Paces Ferry Wealth Advisors, Llc
|
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Mystic Asset Management, Inc.
|
|
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|
Dividend Asset Capital, Llc
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
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|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
CCWSX - BAIRD FUNDS INC - Chautauqua International Growth Fund Investor Class
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
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Salem Investment Counselors Inc
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Barrett & Company, Inc.
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Manhattan West Asset Management, LLC
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Keudell/Morrison Wealth Management
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Moloney Securities Asset Management, LLC
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Lighthouse Financial LLC
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Mjp Associates Inc /adv
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Colony Group, LLC
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Aprio Wealth Management, LLC
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Sargent Investment Group, LLC
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Raymond James Financial Inc
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Portside Wealth Group, LLC
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North Star Investment Management Corp.
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Destination Wealth Management
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
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PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
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Highline Wealth Partners Llc
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Riverbend Wealth Management, LLC
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London & Capital Asset Management Ltd
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B&l Asset Management Llc
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Westpac Banking Corp
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Atlas Brown,Inc.
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Wealth Alliance
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AllSquare Wealth Management LLC
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Alliance Wealth Advisors, LLC /UT
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Marks Group Wealth Management, Inc
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Kfg Wealth Management, Llc
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Foundations Investment Advisors, LLC
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Grace & White Inc /ny
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Euro Pacific Asset Management, LLC
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Tacita Capital Inc
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Aviso Financial Inc.
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Redmond Asset Management, LLC
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BlackRock, Inc.
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Mark Sheptoff Financial Planning, Llc
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Outfitter Financial LLC
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Bamco Inc /ny/
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Kidder Stephen W
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Venturi Wealth Management, LLC
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Mission Wealth Management, Lp
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Centricity Wealth Management, LLC
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PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C
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PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
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Mediolanum International Funds Ltd
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Annis Gardner Whiting Capital Advisors, LLC
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Jain Global LLC
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Martin Investment Management, LLC
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