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MCF Advisors LLC
|
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State of Wyoming
|
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Benedict Financial Advisors Inc
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Whipplewood Advisors, LLC
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Savant Capital, LLC
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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Chilton Investment Co Llc
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Cohen Capital Management, Inc.
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Hickory Asset Management, Inc.
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Smartleaf Asset Management LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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M. Kulyk & Associates, LLC
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Parallel Advisors, LLC
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Wetherby Asset Management Inc
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Wellington Capital Management, Inc.
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Carret Asset Management, Llc
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LMR Partners LLP
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Hartford Financial Management Inc.
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Avidian Wealth Solutions, LLC
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Fsb Premier Wealth Management, Inc.
|
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JBGlobal.com LLC
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Park National Corp /oh/
|
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Hrt Financial Lp
|
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
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|
|
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Marshall Wace, Llp
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Bruce G. Allen Investments, LLC
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Wealthspire Advisors, LLC
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New Republic Capital, LLC
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Aull & Monroe Investment Management Corp
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Nisa Investment Advisors, Llc
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Schnieders Capital Management Llc
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Mesirow Financial Investment Management, Inc.
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Bell Investment Advisors, Inc
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Parvin Asset Management, LLC
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New Vernon Capital Holdings II LLC
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Jfs Wealth Advisors, Llc
|
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|
180 Wealth Advisors, Llc
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Bradley Foster & Sargent Inc/ct
|
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Cambridge Investment Research Advisors, Inc.
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Causeway Capital Management Llc
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Genus Capital Management Inc.
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CIBC Asset Management Inc
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Retirement Planning Co of New England, Inc.
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Commonwealth Equity Services, Llc
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Argent Advisors, Inc.
|
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DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
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Simmons Bank
|
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|
Mather Group, Llc.
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Fiera Capital Corp
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Scotia Capital Inc.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Sapient Capital Llc
|
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Portfolio Design Labs, LLC
|
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Family Management Corp
|
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Gw Henssler & Associates Ltd
|
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Primecap Management Co/ca/
|
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Boston Private Wealth Llc
|
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Invesco Ltd.
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Diversified Trust Co
|
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Chevy Chase Trust Holdings, Inc.
|
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Mattern Capital Management, Llc
|
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Massachusetts Financial Services Co /ma/
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Hm Payson & Co
|
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|
Veracity Capital LLC
|
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|
Independence Bank of Kentucky
|
|
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|
|
N.E.W. Advisory Services LLC
|
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|
|
|
Nichols & Pratt Advisers Llp /ma
|
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|
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|
|
Laurel Wealth Advisors LLC
|
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|
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|
Jacobi Capital Management LLC
|
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|
Peapack Gladstone Financial Corp
|
|
|
|
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|
Sei Investments Co
|
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|
Perkins Coie Trust Co
|
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|
|
Fortitude Family Office, LLC
|
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|
Haverford Trust Co
|
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|
Abacus Wealth Partners, LLC
|
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|
SBI Securities Co., Ltd.
|
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|
Aaron Wealth Advisors LLC
|
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|
Beck Mack & Oliver Llc
|
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|
Bridge Generations Wealth Management Llc
|
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|
Balyasny Asset Management Llc
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
Rnc Capital Management Llc
|
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|
|
Clearbridge Investments, LLC
|
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|
|
|
|
Beacon Financial Group
|
|
|
|
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Tyche Wealth Partners LLC
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|
Bangor Savings Bank
|
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Harvest Portfolios Group Inc.
|
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|
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|
United Capital Financial Advisers, Llc
|
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|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
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|
R Squared Ltd
|
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Guyasuta Investment Advisors Inc
|
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|
Centaurus Financial, Inc.
|
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|
Cambridge Advisors Inc.
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Fisher Asset Management, LLC
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
|
|
|
Rsm Us Wealth Management Llc
|
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|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Gabelli Funds Llc
|
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|
|
|
|
Blair William & Co/il
|
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|
|
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|
O'shaughnessy Asset Management, Llc
|
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|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
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|
Three Seasons Wealth, LLC
|
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|
Marino, Stram & Associates Llc
|
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|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
GMOI - 2023 ETF Series Trust II - GMO International Value ETF
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
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|
High Note Wealth, LLC
|
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|
XML Financial, LLC
|
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|
Rakuten Securities, Inc.
|
|
|
|
|
|
Elevation Series Trust - The Opal International Dividend Income ETF
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
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|
Kozak & Associates, Inc.
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
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|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
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UBS Group AG
|
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|
Flywheel Private Wealth LLC
|
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|
Moors & Cabot, Inc.
|
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NewSquare Capital LLC
|
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Anchor Capital Advisors Llc
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Delta Financial Group, Inc.
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American Assets Investment Management, LLC
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Integrated Advisors Network LLC
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CWA Asset Management Group, LLC
|
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|
Skopos Labs, Inc.
|
|
|
|
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|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Regions Financial Corp
|
|
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
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|
Citadel Advisors Llc
|
|
|
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|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
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|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
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|
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|
Prentiss Smith & Co Inc
|
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|
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|
Lighthouse Investment Partners, LLC
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Hollencrest Capital Management
|
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|
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|
Apollon Wealth Management, LLC
|
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|
Cerity Partners LLC
|
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|
Agate Pass Investment Management, LLC
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Coston, McIsaac & Partners
|
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Princeton Global Asset Management LLC
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Atticus Wealth Management, Llc
|
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|
Spire Wealth Management
|
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|
Pathstone Holdings, LLC
|
|
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|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
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|
Portside Wealth Group, LLC
|
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Axxcess Wealth Management, Llc
|
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|
Trace Wealth Advisors, LLC
|
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|
Riversedge Advisors, Llc
|
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|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
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|
United Community Bank
|
|
|
|
|
|
Dfa Investment Trust Co - The Dfa International Value Series
|
|
|
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|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
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|
Paradigm Capital Management, LLC/NV
|
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|
Cary Street Partner Investment Advisory Llc
|
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Radnor Capital Management, LLC
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Cohen Investment Advisors LLC
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Graham Capital Management, L.P.
|
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|
Silvercrest Asset Management Group Llc
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|
Van Eck Associates Corp
|
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|
Checchi Capital Advisers, LLC
|
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|
Osprey Private Wealth LLC
|
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|
Parr Mcknight Wealth Management Group, Llc
|
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|
Penbrook Management LLC
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|
Zevin Asset Management Llc
|
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Natural Investments, Llc
|
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Park Avenue Securities Llc
|
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|
Bank of New Hampshire
|
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|
Iron Horse Wealth Management, LLC
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|
Coldstream Capital Management Inc
|
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|
Michels Family Financial, LLC
|
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Western Wealth Management, LLC
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Aqr Capital Management Llc
|
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Gabelli Equity Trust Inc
|
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Timber Creek Capital Management LLC
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Moneta Group Investment Advisors Llc
|
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Manchester Capital Management LLC
|
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|
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF
|
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|
Sittner & Nelson, Llc
|
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|
Compass Ion Advisors, LLC
|
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|
Garde Capital, Inc.
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
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|
|
|
Hoese & Co LLP
|
|
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|
|
Evolution Wealth Management Inc.
|
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|
Patten Group, Inc.
|
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|
Bank Of Montreal /can/
|
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|
Catalyst Capital Advisors LLC
|
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|
Twin Tree Management, LP
|
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|
Cordatus Wealth Management LLC
|
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|
Quad-Cities Investment Group, LLC
|
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|
Steigerwald, Gordon & Koch Inc.
|
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|
TCTC Holdings, LLC
|
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|
CoreCap Advisors, LLC
|
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|
Corient IA LLC
|
|
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|
|
Foyston, Gordon, & Payne Inc
|
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|
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|
|
Formidable Asset Management, LLC
|
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|
Pitcairn Co
|
|
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|
|
|
Crewe Advisors LLC
|
|
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|
|
|
Ancora Advisors, LLC
|
|
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|
Lockheed Martin Investment Management Co
|
|
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|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
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|
|
|
|
Wayfinding Financial, LLC
|
|
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|
|
|
Trexquant Investment LP
|
|
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|
|
|
Monetary Management Group Inc
|
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|
|
Net Worth Advisory Group
|
|
|
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|
|
Round Hill Asset Management
|
|
|
|
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|
Bartlett & Co. Wealth Management Llc
|
|
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|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
DFIV - Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
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Hemenway Trust Co LLC
|
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Quartz Partners, LLC
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Janney Montgomery Scott LLC
|
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Crew Capital Management, Ltd.
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RiverFront Investment Group, LLC
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1620 Investment Advisors, Inc.
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|
Azzad Asset Management Inc /adv
|
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|
E&G Advisors, LP
|
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|
Country Club Bank /gfn
|
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|
|
Bbr Partners, Llc
|
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|
|
Mattern Wealth Management LLC
|
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|
|
LCM Capital Management Inc
|
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|
|
Eastern Bank
|
|
|
|
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Capital Wealth Planning, LLC
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Abel Hall, LLC
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
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|
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III
|
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
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Euro Pacific Asset Management, LLC
|
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Center for Financial Planning, Inc.
|
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Fca Corp /tx
|
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Ubs Oconnor Llc
|
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CI Private Wealth, LLC
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Icapital Wealth Llc
|
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Cascade Investment Advisors, Inc.
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Mill Capital Management, LLC
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Arvest Bank Trust Division
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Ellsworth Advisors, LLC
|
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Stanley-Laman Group, Ltd.
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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|
First Fiduciary Investment Counsel, Inc.
|
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|
Smithfield Trust Co
|
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Traub Capital Management LLC
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Nvwm, Llc
|
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Atria Investments Llc
|
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Modera Wealth Management, LLC
|
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|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Mariner, LLC
|
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|
|
|
Union Savings Bank
|
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|
CGC Financial Services, LLC
|
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Financial Network Wealth Advisors LLC
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Pinnacle Associates Ltd
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|
Chilton Capital Management Llc
|
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Fmr Llc
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StrongBox Wealth, LLC
|
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GHP Investment Advisors, Inc.
|
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PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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|
Palisade Asset Management, LLC
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Patriot Financial Group Insurance Agency, LLC
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Simon Quick Advisors, Llc
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Arlington Partners LLC
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Aquatic Capital Management LLC
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Peak Asset Management, LLC
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Great Valley Advisor Group, Inc.
|
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Associated Banc-corp
|
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Boston Trust Walden Corp
|
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Penobscot Investment Management Company, Inc.
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Midwest Trust Co
|
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|
Armor Investment Advisors, LLC
|
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Captrust Financial Advisors
|
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Plimoth Trust Co Llc
|
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MeadowBrook Investment Advisors LLC
|
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Icon Wealth Advisors, LLC
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China Universal Asset Management Co., Ltd.
|
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Wiley Bros.-aintree Capital, Llc
|
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Becker Capital Management Inc
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|
CNB Bank
|
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|
Klingman & Associates, LLC
|
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|
Crux Wealth Advisors
|
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|
Two Sigma Securities, Llc
|
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|
First City Capital Management, Inc.
|
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|
Hamel Associates, Inc.
|
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|
Somerville Kurt F
|
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|
Community Bank, N.A.
|
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|
Sigma Planning Corp
|
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|
Thrivent Financial For Lutherans
|
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|
Marshall Financial Group LLC
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|
Fiduciary Financial Group, Llc
|
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|
Harwood Advisory Group, LLC
|
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|
Morningstar Investment Services LLC
|
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|
Fiduciary Trust Co
|
|
|
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|
|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
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|
|
Roundview Capital LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
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|
|
Goldstone Financial Group, LLC
|
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|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Alliancebernstein L.p.
|
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|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
EPIVX - Investment Managers Series Trust - EuroPac International Value Fund Class A
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
BINV - 2023 ETF Series Trust - Brandes International ETF
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
SISLX - SCM Trust - Shelton International Select Equity Fund Investor Class
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Change Path, LLC
|
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Pointe Capital Management LLC
|
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Thomasville National Bank
|
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John G Ullman & Associates Inc
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Cullen Capital Management, LLC
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Cape Investment Advisory, Inc.
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StoneX Group Inc.
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Dakota Wealth Management
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SIH Partners, LLLP
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Old National Bancorp /in/
|
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HBK Sorce Advisory LLC
|
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Daymark Wealth Partners, Llc
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|
Lcnb Corp
|
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Asset Dedication, LLC
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|
Journey Strategic Wealth Llc
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Delaney Dennis R
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Atlantic Trust, LLC
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Washington Trust Advisors, Inc.
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Bnp Paribas Arbitrage, Sa
|
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Teachers Retirement System Of The State Of Kentucky
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Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
|
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|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
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|
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Gimbal Financial
|
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|
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Smallwood Wealth Investment Management, LLC
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Patten & Patten Inc/tn
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Arjuna Capital
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Kilter Group LLC
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BTC Capital Management, Inc.
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Tweedy, Browne Co LLC
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Kapstone Financial Advisors LLC
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Harbour Investments, Inc.
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Harbor Asset Planning, Inc.
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Beacon Pointe Advisors, LLC
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Forum Financial Management, LP
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CVA Family Office, LLC
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Integrated Quantitative Investments LLC
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Tsfg, Llc
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SYM FINANCIAL Corp
|
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Russell Investments Group, Ltd.
|
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|
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CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
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|
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Helen Stephens Group, LLC
|
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AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
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May Hill Capital, LLC
|
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DIVD - EA Series Trust - Altrius Global Dividend ETF
|
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Triasima Portfolio Management inc.
|
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Hills Bank & Trust Co
|
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IFP Advisors, Inc
|
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Jackson Square Capital, Llc
|
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Fulton Bank, N.a.
|
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BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International
|
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|
10Elms LLP
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Duncker Streett & Co Inc
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Claro Advisors LLC
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Wealthcare Advisory Partners LLC
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Fort Washington Investment Advisors Inc /oh/
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Qube Research & Technologies Ltd
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Wealth Dimensions Group, Ltd.
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Crowley Wealth Management, Inc.
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Inscription Capital, LLC
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Cyndeo Wealth Partners, LLC
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CLARET ASSET MANAGEMENT Corp
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Hantz Financial Services, Inc.
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Ar Asset Management Inc
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ABLG - TrimTabs ETF Trust - TrimTabs All Cap International Free-Cash-Flow ETF
|
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Point72 Europe (London) LLP
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St Germain D J Co Inc
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BlackRock, Inc.
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Keystone Financial Group
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Golden State Wealth Management, LLC
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Jones Financial Companies Lllp
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HB Wealth Management, LLC
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Wimmer Associates 1, Llc
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Coleford Investment Management Ltd.
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Oppenheimer Asset Management Inc.
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Principle Wealth Partners Llc
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First United Bank Trust/
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Blue Barn Wealth, LLC
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Pandora Wealth, Inc.
|
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SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
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U.S. Capital Wealth Advisors, LLC
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First American Trust, Fsb
|
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Signature Resources Capital Management, LLC
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Park Place Capital Corp
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D. E. Shaw & Co., Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
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Congress Wealth Management LLC / DE /
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Heritage Wealth Management, Inc.
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HighTower Advisors, LLC
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Harbor Investment Advisory, Llc
|
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|
|
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|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
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|
Callan Capital, LLC
|
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|
Carr Financial Group Corp
|
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|
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|
Venturi Wealth Management, LLC
|
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|
Cary Street Partners Financial Llc
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
CoreFirst Bank & Trust
|
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|
|
|
|
Mondrian Investment Partners LTD
|
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|
|
Graypoint LLC
|
|
|
|
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|
WASHINGTON TRUST Co
|
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Hudson Capital Management LLC
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West Family Investments, Inc.
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Baird Financial Group, Inc.
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National Asset Management, Inc.
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Arvest Investments, Inc.
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AlphaCore Capital LLC
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SCS Capital Management LLC
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|
Earnest Partners Llc
|
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|
Mb, Levis & Associates, Llc
|
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Moloney Securities Asset Management, LLC
|
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|
Blume Capital Management, Inc.
|
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Hayek Kallen Investment Management
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Circle Wealth Management, LLC
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Connecticut Wealth Management, LLC
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Capital Advantage, Inc.
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Avantax Advisory Services, Inc.
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Woodmont Investment Counsel Llc
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Sagespring Wealth Partners, Llc
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Oarsman Capital, Inc.
|
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|
Keybank National Association/oh
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Verity & Verity, LLC
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
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|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
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|
Union Bancaire Privee, UBP SA
|
|
|
|
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|
Transamerica Financial Advisors, Inc.
|
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|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
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|
|
|
|
Clear Street Markets Llc
|
|
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|
Whalerock Point Partners, Llc
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
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|
Five Oceans Advisors
|
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|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Cascade Financial Partners, LLC
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|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
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|
Brinker Capital Investments, LLC
|
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|
|
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|
Camden Capital, LLC
|
|
|
|
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|
AlTi Global, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
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|
|
|
|
Community Financial Services Group, LLC
|
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|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
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|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
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|
|
|
Kovack Advisors, Inc.
|
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|
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|
Sunbelt Securities, Inc.
|
|
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|
Creative Financial Designs Inc /adv
|
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|
Voya Investment Management Llc
|
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|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
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|
|
|
|
Carnegie Capital Asset Management, LLC
|
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|
|
|
|
Pure Financial Advisors, Inc.
|
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|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
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First Community Trust Na
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Stablepoint Partners, LLC
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RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
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FineMark National Bank & Trust
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Financial Gravity Companies, Inc.
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Monticello Wealth Management, Llc
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Kestra Advisory Services, LLC
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Rockefeller Capital Management L.P.
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Glass Jacobson Investment Advisors llc
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NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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Compass Wealth Management LLC
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Quadcap Wealth Management, LLC
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Assetmark, Inc
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Delphi Management Inc /ma/
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Parsons Capital Management Inc/ri
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Ignite Planners, LLC
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Sphera Funds Management Ltd.
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Qtron Investments LLC
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Hutner Capital Management Inc
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Redwood Wealth Management Group, LLC
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
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Bristol John W & Co Inc /ny/
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Altrius Capital Management Inc
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Williams Jones Wealth Management, LLC.
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HF Advisory Group, LLC
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Brady Family Wealth, Llc
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Hemington Wealth Management
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Mount Yale Investment Advisors, LLC
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Northcape Wealth Management, Llc
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Qrg Capital Management, Inc.
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Albert D Mason Inc
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WFA Asset Management Corp
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GM Advisory Group, Inc.
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Bank Julius Baer & Co. Ltd, Zurich
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Hurlow Wealth Management Group, Inc.
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Cypress Capital Group
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Plancorp, LLC
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Clifford Swan Investment Counsel Llc
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Woodley Farra Manion Portfolio Management Inc
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EP Wealth Advisors, Inc.
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Principal Securities, Inc.
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Gallacher Capital Management LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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Bare Financial Services, Inc
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
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Loomis Sayles & Co L P
|
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Cromwell Holdings LLC
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Meriwether Wealth & Planning, LLC
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Argyle Capital Partners, LLC
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Woodstock Corp
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Richardson Financial Services Inc.
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Cookson Peirce & Co Inc
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Tower Research Capital LLC (TRC)
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Nbt Bank N A /ny
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Glenmede Investment Management, LP
|
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Community Bank & Trust, Waco, Texas
|
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Lindbrook Capital, Llc
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Guerra Advisors Inc
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Wealth Alliance
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Northstar Group, Inc.
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AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
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Philadelphia Trust Co
|
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Kimelman & Baird, LLC
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Spectrum Asset Management, Inc. (NB/CA)
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Northeast Investment Management
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Glenmede Trust Co Na
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Thoroughbred Financial Services, Llc
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Thompson Investment Management, Inc.
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
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Perennial Advisors, LLC
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|
Southland Equity Partners LLC
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Private Wealth Partners, LLC
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IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
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Argyle Capital Management Inc.
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Peddock Capital Advisors, Llc
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Grimes & Company, Inc.
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Wesbanco Bank Inc
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Evoke Wealth, Llc
|
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Adviser Investments LLC
|
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Kennedy Investment Group
|
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|
Safe Harbor Fiduciary, LLC
|
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|
Greenup Street Wealth Management Llc
|
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|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Essex Savings Bank
|
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|
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|
Smithbridge Asset Management Inc/de
|
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|
Sound Income Strategies, LLC
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Ritholtz Wealth Management
|
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|
Scott Marsh Financial, LLC
|
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|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
|
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|
Beaird Harris Wealth Management, LLC
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Headinvest, Llc
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Foresight Global Investors, Inc.
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Squarepoint Ops LLC
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Verity Asset Management, Inc.
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|
BKD Wealth Advisors, LLC
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
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|
Proathlete Wealth Management Llc
|
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|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Puzo Michael J
|
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|
|
|
Central Pacific Bank - Trust Division
|
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|
|
|
|
XTX Topco Ltd
|
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|
|
|
|
Grove Bank & Trust
|
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|
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|
Level Four Advisory Services, Llc
|
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|
Saturna Capital CORP
|
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|
Davidson Trust Co
|
|
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|
Buckingham Strategic Partners
|
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|
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|
Cornerstone Wealth Group, LLC
|
|
|
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|
Alerus Financial Na
|
|
|
|
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|
WealthPlan Investment Management, LLC
|
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|
Burke & Herbert Bank & Trust Co
|
|
|
|
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|
Northstar Asset Management Llc
|
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|
|
|
CSVAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Dividend Opportunity Fund Class A
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Motco
|
|
|
|
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|
Kensington Investment Counsel, LLC
|
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|
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|
First Affirmative Financial Network
|
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|
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|
Cable Hill Partners, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Fulcrum Equity Management
|
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|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
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|
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|
Hanson & Doremus Investment Management
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|
Victory Capital Management Inc
|
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|
Vise Technologies, Inc.
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|
Tudor Investment Corp Et Al
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Essex Financial Services, Inc.
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|
Mengis Capital Management, Inc.
|
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|
South Plains Financial, Inc.
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|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
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|
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|
Analyst IMS Investment Management Services Ltd.
|
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|
D'Orazio & Associates, Inc.
|
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|
|
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|
Allen Wealth Management, Llc
|
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|
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|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
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|
|
|
|
Close Asset Management Ltd
|
|
|
|
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|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
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|
Modern Wealth Management, LLC
|
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|
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|
Optimum Investment Advisors
|
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|
|
Glassy Mountain Advisors, Inc.
|
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|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
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|
|
|
|
Apella Capital, LLC
|
|
|
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|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Ativo Capital Management LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
DHIYX - DIAMOND HILL FUNDS - Diamond Hill International Fund Class Y
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
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|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
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Oak Associates Ltd /oh/
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GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
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Ieq Capital, Llc
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Federated Hermes, Inc.
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Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
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SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
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Belmont Capital, LLC
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Chicago Capital, LLC
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Lantern Wealth Advisors, LLC
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Consolidated Portfolio Review Corp
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Tritonpoint Wealth, Llc
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DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
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Nicholas Hoffman & Company, LLC.
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Capital Fund Management S.a.
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GSB Wealth Management, LLC
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Henry James International Management Inc.
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
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Godsey & Gibb Associates
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EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
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Sterling Capital Management LLC
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Colonial Trust Co / SC
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Simplicity Wealth,LLC
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Brucke Financial, Inc.
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Visionary Horizons, LLC
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Marco Investment Management Llc
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Leonard Rickey Investment Advisors P.L.L.C.
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Managed Asset Portfolios, Llc
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Grandfield & Dodd, Llc
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Edmond De Rothschild Holding S.a.
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RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
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First Financial Corp /in/
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Texas Yale Capital Corp.
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TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
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Mercer Global Advisors Inc /adv
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Financial & Tax Architects, LLC
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Creative Planning
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Td Asset Management Inc
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Red Tortoise LLC
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Pin Oak Investment Advisors Inc
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Frazier Financial Advisors, LLC
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Ninety One UK Ltd
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Adirondack Trust Co
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Mystic Asset Management, Inc.
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Beacon Investment Advisory Services, Inc.
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Westside Investment Management, Inc.
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Fred Alger Management, Llc
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Stone House Investment Management, LLC
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Clark Capital Management Group, Inc.
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TD Waterhouse Canada Inc.
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Global Trust Asset Management, LLC
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Piscataqua Savings Bank
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Allianz Asset Management GmbH
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Patton Albertson Miller Group, Llc
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APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
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OneAscent Financial Services LLC
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Anchor Investment Management, LLC
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Bank of Jackson Hole Trust
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Sepio Capital, LP
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Bahl & Gaynor Inc
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PDS Planning, Inc
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Bleakley Financial Group, LLC
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First PREMIER Bank
|
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Tranquilli Financial Advisor LLC
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MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
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Cozad Asset Management Inc
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Schmidt P J Investment Management Inc
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Alhambra Investment Partners LLC
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Matthew Goff Investment Advisor, LLC
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Flagship Harbor Advisors, Llc
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PFG Investments, LLC
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Tiaa Trust, National Association
|
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Maia Wealth LLC
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Legacy Investment Solutions, LLC
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MAI Capital Management
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Fairfield, Bush & Co.
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Mission Wealth Management, Lp
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Boston Partners
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Cetera Investment Advisers
|
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GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF
|
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Courier Capital Llc
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Accredited Wealth Management, LLC
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MidWestOne Financial Group, Inc.
|
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Salem Investment Counselors Inc
|
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LRI Investments, LLC
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Provenance Wealth Advisors, LLC
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Regatta Capital Group, Llc
|
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Beacon Capital Management, LLC
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Baker Ellis Asset Management LLC
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IMA Wealth, Inc.
|
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Syon Capital Llc
|
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Quaker Wealth Management, LLC
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Private Advisor Group, LLC
|
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TrueMark Investments, LLC
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Traveka Wealth, LLC
|
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We Are One Seven, LLC
|
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|
Geneos Wealth Management Inc.
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Johnson Investment Counsel Inc
|
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|
Pekin Hardy Strauss, Inc.
|
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|
Vista Wealth Management Group, LLC
|
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|
YANKCOM Partnership
|
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|
|
American Century Companies Inc
|
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|
Retirement Wealth Solutions LLC
|
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|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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|
|
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|
Burns J W & Co Inc/ny
|
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|
Tealwood Asset Management Inc
|
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|
Boston Common Asset Management, LLC
|
|
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|
LPL Financial LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va International Value Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
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|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
