|
Martel Wealth Advisors Inc
|
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
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Windsor Capital Management, LLC
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Reuter James Wealth Management, Llc
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Gardner Russo & Quinn Llc
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Winton Capital Group Ltd
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KC Investment Advisors, LLC
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Phoenix Holdings Ltd.
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Comerica Bank
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Crew Capital Management, Ltd.
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Alpine Bank Wealth Management
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Pallas Capital Advisors LLC
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University of Maryland Foundation, Inc.
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Court Place Advisors, LLC
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Sentinel Trust Co Lba
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CPA Asset Management LLC
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Evergreen Capital Management Llc
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Bellecapital International Ltd.
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Next Capital Management LLC
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CI Private Wealth, LLC
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Pavion Blue Capital, LLC
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Cobblestone Capital Advisors Llc /ny/
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United Bank
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Cornerstone Advisory, LLC
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Cantor Fitzgerald Investment Adviser L.p.
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BTC Capital Management, Inc.
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Horizon Kinetics Asset Management Llc
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Professional Advisory Services Inc
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Sagespring Wealth Partners, Llc
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Analyst IMS Investment Management Services Ltd.
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Spirepoint Private Client, Llc
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Pnc Financial Services Group, Inc.
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I.G.Y. Ltd
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Schwerin Boyle Capital Management Inc
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XML Financial, LLC
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RWM Asset Management, LLC
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Sittner & Nelson, Llc
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Fayez Sarofim & Co
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Lagoda Investment Management, L.P.
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Centurion Wealth Management LLC
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Mairs & Power Inc
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Bremer Bank National Association
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Confluence Investment Management Llc
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Texas Bank & Trust Co
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Vaughan David Investments Inc/il
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
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QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
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Modern Wealth Management, LLC
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Ridgecrest Wealth Partners, Llc
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StrongBox Wealth, LLC
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Clearbridge Investments, LLC
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Traphagen Investment Advisors Llc
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Phillips Wealth Planners LLC
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LM Advisors LLC
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CWA Asset Management Group, LLC
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Facet Wealth, Inc.
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Asset Management Group, Inc.
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Abound Wealth Management
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BigSur Wealth Management LLC
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Captrust Financial Advisors
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Gitterman Wealth Management, LLC
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American Century Companies Inc
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B&l Asset Management Llc
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Philip James Wealth Mangement, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
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Klingman & Associates, LLC
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Becker Capital Management Inc
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Us Bancorp \de\
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Van Hulzen Asset Management, LLC
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Charles Schwab Investment Management Inc
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NorthRock Partners, LLC
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Chelsea Counsel Co
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Atlantic Union Bankshares Corp
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General American Investors Co Inc
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Quaker Wealth Management, LLC
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Magnus Financial Group LLC
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BLB&B Advisors, LLC
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Goelzer Investment Management, Inc.
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Hilltop National Bank
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West Financial Advisors, LLC
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Patriot Investment Management Inc.
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Hennessy Advisors Inc
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Lodestar Private Asset Management Llc
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Fiduciary Counselling Inc
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Oxford Financial Group Ltd
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Noble Family Wealth, LLC
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Idaho Trust Bank
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Angeles Wealth Management, Llc
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Bright Financial Advisors, Inc.
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Oak Grove Capital LLC
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Dover Advisors, Llc
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Griffin Asset Management, Inc.
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Circle Wealth Management, LLC
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Tritonpoint Wealth, Llc
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SkyView Investment Advisors, LLC
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Topsail Wealth Management, LLC
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Aldebaran Capital, Llc
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Van Strum & Towne Inc.
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Iat Reinsurance Co Ltd.
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Congress Wealth Management LLC / DE /
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Verity Asset Management, Inc.
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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Orca Wealth Management, LLC
|
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Global Frontier Investments LLC
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Canvas Wealth Advisors, LLC
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Sheets Smith Wealth Management
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Edgar Lomax Co/va
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Certified Advisory Corp
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Financial Advisory Service, Inc.
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Mountain Pacific Investment Advisers Inc/id
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Swisher Financial Concepts, Inc.
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Muirfield Wealth Advisors Llc
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Knollwood Investment Advisory, LLC
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|
Ballentine Partners, LLC
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Choate Investment Advisors
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FLC Capital Advisors
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GHP Investment Advisors, Inc.
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Adviser Investments LLC
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Transform Wealth, LLC
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RBA Wealth Management, LLC
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Graham Holdings Co
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Strathmore Capital Advisors, Inc.
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Gallagher Capital Advisors, LLC
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O'Brien Wealth Partners LLC
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Everhart Financial Group, Inc.
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Forte Asset Management Llc
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F/M Investments LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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Waterloo Capital, L.P.
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Hall Capital Management Co Inc
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Financial Avengers, Inc.
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BCS Private Wealth Management, Inc.
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Cidel Asset Management Inc
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Capital Advisors, Ltd. LLC
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Petros Family Wealth, LLC
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|
Vestor Capital, Llc
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|
Johnson Financial Group, LLC
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|
Allen Capital Group, LLC
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|
Sowell Financial Services LLC
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|
Patten & Patten Inc/tn
|
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|
Raymond James Financial Inc
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|
CFO4Life Group, LLC
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|
Fisher Asset Management, LLC
|
|
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|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
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|
Stanley-Laman Group, Ltd.
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|
LGT Fund Management Co Ltd.
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|
Beverly Hills Private Wealth, LLC
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|
Boston Family Office Llc
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First National Trust Co
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Monterey Private Wealth, Inc.
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|
Beacon Investment Advisory Services, Inc.
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Boston Private Wealth Llc
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Saybrook Capital /nc
|
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|
Pensionmark Financial Group, Llc
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|
Cornerstone Financial Group, LLC /NE/
|
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|
Divergent Planning, LLC
|
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|
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|
Oak Family Advisors, Llc
|
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|
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|
Balboa Wealth Partners
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|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
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|
|
Tenret Co LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
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|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
First Western Trust Bank
|
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|
Tcfg Wealth Management, Llc
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|
Total Clarity Wealth Management, Inc.
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|
Ironwood Investment Counsel, LLC
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|
Harbour Trust & Investment Management Co
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|
Element Pointe Advisors, Llc
|
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|
|
|
Stonekeep Investments, LLC
|
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|
Lincoln Capital LLC
|
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|
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|
Pinnacle Financial Partners Inc
|
|
|
|
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|
Sax Wealth Advisors, Llc
|
|
|
|
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|
Hills Bank & Trust Co
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
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|
|
|
|
Tradewinds Capital Management, LLC
|
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|
Manchester Capital Management LLC
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SCS Capital Management LLC
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Rathbone Brothers plc
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Mesirow Financial Investment Management, Inc.
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|
Pullen Investment Management, LLC
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Gladstone Institutional Advisory LLC
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|
Goldman Sachs Group Inc
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|
Trust Co Of Vermont
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|
Northstar Group, Inc.
|
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|
National Bank Of Canada /fi/
|
|
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|
Brandywine Trust Co
|
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|
|
Founders Financial Securities Llc
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|
Everett Harris & Co /ca/
|
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|
|
|
|
Schulhoff & Co Inc
|
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|
|
|
|
NINE MASTS CAPITAL Ltd
|
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|
|
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|
B&D White Capital Company, LLC
|
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|
Trifecta Capital Advisors, LLC
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Warren Averett Asset Management, LLC
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|
Wallace Capital Management Inc.
|
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|
|
Intelligent Financial Strategies
|
|
|
|
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|
Aquamarine Zurich AG
|
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|
Dakota Wealth Management
|
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|
Fogel Capital Management, Inc.
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|
Fullcircle Wealth Llc
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Northside Capital Management, LLC
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|
|
Glenview Trust Co
|
|
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|
Sunesis Advisors, LLC
|
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|
|
|
Thrivent Financial For Lutherans
|
|
|
|
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|
JRM Investment Counsel, LLC
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|
|
|
American Alpha Advisors, LLC
|
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|
|
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|
Chilton Capital Management Llc
|
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|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
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|
Wbh Advisory Inc
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|
Beach Investment Counsel Inc/pa
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East Coast Asset Management, LLC.
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|
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|
Insigneo Advisory Services, Llc
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|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
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|
Johnson Investment Counsel Inc
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|
Independent Family Office, LLC
|
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|
Benson Investment Management Company, Inc.
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|
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|
Burney Co/
|
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|
|
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|
Harvest Fund Management Co., Ltd
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|
Harbor Investment Advisory, Llc
|
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|
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|
RMR Capital Management, LLC
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|
|
|
Burgundy Asset Management Ltd.
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|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
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|
Daymark Wealth Partners, Llc
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|
EP Wealth Advisors, Inc.
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|
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|
NWK Group, Inc.
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|
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|
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|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
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|
Verity & Verity, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
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|
PFG Investments, LLC
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|
Cullen/frost Bankers, Inc.
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|
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|
Fundamentun, Llc
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|
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|
Prosperity Consulting Group, LLC
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|
|
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|
Brookstone Capital Management
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|
|
|
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|
5th Street Advisors, LLC
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|
Bridges Investment Management Inc
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|
Atria Wealth Solutions, Inc.
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|
Mv Capital Management, Inc.
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|
Arcadia Wealth Management, LLC
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|
Sprinkle Financial Consultants LLC
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|
Octavia Wealth Advisors, LLC
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|
TCI Wealth Advisors, Inc.
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|
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|
Fenimore Asset Management Inc
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|
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|
Lgl Partners, Llc
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|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
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|
Plimoth Trust Co Llc
|
|
|
|
|
|
Courant Investment Management LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
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|
|
|
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|
Encompass Wealth Advisors, Llc
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|
Neville Rodie & Shaw Inc
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|
Novak & Powell Financial Services, Inc.
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|
Barry Investment Advisors, LLC
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Utah Retirement Systems
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|
Washington Trust Advisors, Inc.
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|
Allen Investment Management LLC
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|
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|
Arkadios Wealth Advisors
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|
LexAurum Advisors, LLC
|
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|
|
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|
Stansberry Asset Management, Llc
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|
|
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|
Kestra Advisory Services, LLC
|
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|
|
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|
Destination Wealth Management
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|
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|
Chronos Wealth Management, LLC
|
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|
Smith, Moore & Co.
|
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|
|
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|
CVA Family Office, LLC
|
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|
|
|
Appleton Partners Inc/ma
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
|
|
Hoese & Co LLP
|
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|
We Are One Seven, LLC
|
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|
Turim 21 Investimentos Ltda.
|
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|
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|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
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|
Hurlow Wealth Management Group, Inc.
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|
|
|
|
NorthLanding Financial Partners, LLC
|
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|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
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|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
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|
Balentine LLC
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
Bank of New Hampshire
|
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|
Stephenson & Company, Inc.
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
|
|
Principle Wealth Partners Llc
|
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|
Mill Capital Management, LLC
|
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|
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|
|
Edgemoor Investment Advisors, Inc.
|
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|
Check Capital Management Inc/ca
|
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|
Game Plan Financial Advisors, LLC
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|
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|
Parallel Advisors, LLC
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|
|
|
|
|
Cadent Capital Advisors, LLC
|
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|
|
|
|
Procyon Private Wealth Partners, LLC
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|
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|
Pacifica Capital Investments, LLC
|
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|
Stratos Wealth Partners, LTD.
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|
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|
Freestone Capital Holdings, LLC
|
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|
|
|
|
Signaturefd, Llc
|
|
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|
|
|
Arbor Investment Advisors, LLC
|
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|
EverSource Wealth Advisors, LLC
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|
North Star Asset Management Inc
|
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|
Blodgett Wealth Advisors, Llc
|
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|
Diversified Portfolios, Inc.
|
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|
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|
Bessemer Group Inc
|
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|
|
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|
Creative Planning
|
|
|
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|
Northwestern University
|
|
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|
|
|
Essex Savings Bank
|
|
|
|
|
|
Franklin Resources Inc
|
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|
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|
SILVER OAK SECURITIES, Inc
|
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|
Alliancebernstein L.p.
|
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|
Cove Private Wealth, LLC
|
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|
|
Elm Partners Management LLC
|
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|
ORG Wealth Partners, LLC
|
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|
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|
Nbc Securities, Inc.
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Jane Street Group, Llc
|
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|
|
|
Virtu Financial LLC
|
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|
WoodTrust Financial Corp
|
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|
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|
New Perspectives, Inc
|
|
|
|
|
|
united american securities inc. (d/b/a uas asset management)
|
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|
Highline Wealth Partners Llc
|
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|
Bailard, Inc.
|
|
|
|
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|
Belpointe Asset Management LLC
|
|
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
|
|
Bank Of Nova Scotia
|
|
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|
Barclays Plc
|
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|
Vanguard Group Inc
|
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|
Wealthbridge Capital Management, Llc
|
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|
Gotham Asset Management, LLC
|
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|
Postrock Partners Llc
|
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|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
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|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
RPFGX - DAVIS SERIES INC - Davis Financial Fund Class A
|
|
|
|
|
|
Tanglewood Wealth Management, Inc.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
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|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Landmark Wealth Management, Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Quaker Capital Investments, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CFIMX - Clipper Funds Trust - Clipper Funds Trust
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Kaye Capital Management
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
TEBRX - NORTHERN LIGHTS FUND TRUST III - The Teberg Fund
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Rockwood Wealth Management, LLC
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Relyea Zuckerberg Hanson LLC
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Granite FO LLC
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California Public Employees Retirement System
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Timber Creek Capital Management LLC
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Hi-Line Capital Management, LLC
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Diversified Trust Co
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Meridian Wealth Partners, LLC
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Lake Street Financial Llc
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Cypress Capital Management LLC (WY)
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Pettyjohn, Wood & White, Inc
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Sandy Spring Bank
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Lafayette Investments, Inc.
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Sage Investment Counsel LLC
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First National Advisers, LLC
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Paragon Advisors, LLC
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Kercheville Advisors, LLC
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Natural Investments, Llc
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Hm Payson & Co
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Melone Private Wealth, LLC
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Foster Victor Wealth Advisors, LLC
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Capital Investment Advisory Services, LLC
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Elkhorn Partners Limited Partnership
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Spears Abacus Advisors LLC
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360 Financial, Inc.
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Xcel Wealth Management, LLC
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King Luther Capital Management Corp
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Strategic Investment Advisors / MI
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Accurate Wealth Management, LLC
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Montag A & Associates Inc
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BancorpSouth Bank
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Creative Capital Management Investments LLC
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Stifel Financial Corp
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Waterford Advisors, LLC
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Pegasus Asset Management, Inc.
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CIBC World Markets Inc.
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Unconventional Investor, LLC
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Valeo Financial Advisors, LLC
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First National Bank Of Omaha
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Capital Advantage, Inc.
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Fischer Financial Services, Inc.
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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Cornerstone Management, Inc.
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Nbt Bank N A /ny
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Calamos Wealth Management LLC
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Perennial Advisors, LLC
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Advantage Trust Co
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Bill Few Associates, Inc.
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UNIVEST FINANCIAL Corp
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Meritage Portfolio Management
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Citizens National Bank Trust Department
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Fiduciary Trust Co
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Infinity Wealth Counsel, LLC
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Morey & Quinn Wealth Partners, LLC
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First Dallas Securities Inc.
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Crawford Investment Counsel Inc
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Seven Springs Wealth Group, LLC
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Badgley Phelps Wealth Managers, LLC
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Stark Wealth Management LLC
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Options Solutions, Llc
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Schnieders Capital Management Llc
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SOUTH STATE Corp
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Bernard Wealth Management Corp.
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Alta Capital Management Llc/
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Bislett Management, Llc
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Mariner, LLC
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Barr E S & Co
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1832 Asset Management L.P.
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Brooks, Moore & Associates, Inc.
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Telos Capital Management, Inc.
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Smith Chas P & Associates Pa Cpas
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
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UBS Group AG
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Avantax Planning Partners, Inc.
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Ulland Investment Advisors, LLC
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Lester Murray Antman dba SimplyRich
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Annis Gardner Whiting Capital Advisors, LLC
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Hendershot Investments Inc.
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Bank Of Montreal /can/
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Litman Gregory Asset Management LLC
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Maltin Wealth Management, Inc.
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Berkshire Asset Management Llc/pa
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Bank Of America Corp /de/
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Atlantic Trust, LLC
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MAI Capital Management
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Busey Wealth Management
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NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
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Keeley-Teton Advisors, LLC
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Greykasell Wealth Strategies, Inc.
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Summitry Llc
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Capital Group Private Client Services, Inc.
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Fidelis Capital Partners, LLC
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Vicus Capital
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Amussen Hunsaker Associates Llc
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Dorsey & Whitney Trust CO LLC
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BI Asset Management Fondsmaeglerselskab A/S
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Core Wealth Management, Inc.
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First Pacific Financial
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Nia Impact Advisors, Llc
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MN Wealth Advisors, LLC
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Meitav Dash Investments Ltd
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DeDora Capital, Inc.
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Bizma Investimentos Ltda
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Benchmark Wealth Management, LLC
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Gradient Investments LLC
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Marks Group Wealth Management, Inc
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Foundations Investment Advisors, LLC
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Mitsubishi UFJ Asset Management (UK) Ltd.
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Holcombe Financial, Inc.
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Pine Ridge Advisers LLC
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Osterweis Capital Management Inc
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K.J. Harrison & Partners Inc
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Carnegie Capital Asset Management, LLC
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M. Kulyk & Associates, LLC
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Steginsky Capital Llc
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Ashford Capital Management Inc
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Lutz Financial Services LLC
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Bradyco, Inc.
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Cary Street Partners Financial Llc
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Barnett & Company, Inc.
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Baird Financial Group, Inc.
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Impact Capital Partners LLC
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FourThought Financial Partners, LLC
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Lowe Brockenbrough & Co Inc
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Ruane, Cunniff & Goldfarb L.P.
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|
Laurel Wealth Advisors LLC
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|
Hsbc Holdings Plc
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|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
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|
Wells Fargo & Company/mn
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Beutel, Goodman & Co Ltd.
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|
LongView Asset Management LLC
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Swedbank AB
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Twelve Points Wealth Management LLC
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Lorne Steinberg Wealth Management Inc.
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Schonfeld Strategic Advisors LLC
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Night Owl Capital Management, LLC
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|
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
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Royal Capital Wealth Management, LLC
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Bedel Financial Consulting, Inc.
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Twin Lakes Capital Management, LLC
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FF Advisors,LLC
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American Investment Services, Inc.
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Jfs Wealth Advisors, Llc
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Pictet & Cie (Europe) SA
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|
Connable Office Inc
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Terra Nova Asset Management LLC
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Aureus Asset Management, LLC
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Pinnacle Bancorp, Inc.
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Avantax Advisory Services, Inc.
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Sequoia Financial Advisors, LLC
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|
Ledyard National Bank
|
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|
Asset Allocation & Management Company, LLC
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|
Swf Llc
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|
Hara Capital LLC
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|
Steamboat Capital Partners, LLC
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|
Financial Futures Ltd Liability Co.
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|
B. Metzler seel. Sohn & Co. AG
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|
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|
Clayton Financial Group LLC
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|
Pin Oak Investment Advisors Inc
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|
Greenlea Lane Capital Management, Llc
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Barlow Wealth Partners, Inc.
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NorthCrest Asset Manangement, LLC
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|
Southeast Asset Advisors Inc.
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|
Wiser Advisor Group LLC
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|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
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|
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|
Kestra Private Wealth Services, Llc
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|
Edgewood Management Llc
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|
Cresset Asset Management, LLC
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|
Monument Capital Management
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|
Lazard Asset Management Llc
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|
Ellenbecker Investment Group
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|
|
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|
Marshall Financial Group LLC
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|
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|
IFC Advisors LLC
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|
State Street Corp
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|
J. W. Coons Advisors, LLC
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|
Founders Capital Management, Llc
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|
HighTower Advisors, LLC
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|
Mitsubishi UFJ Trust & Banking Corp
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|
Benjamin Edwards Inc
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|
Glass Jacobson Investment Advisors llc
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|
Rocky Mountain Advisers, Llc
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|
RVW Wealth, LLC
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|
First Eagle Investment Management, LLC
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|
Rice Hall James & Associates, Llc
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|
London Co Of Virginia
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|
|
Mayflower Financial Advisors, LLC
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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|
Wall Street Access Asset Management, LLC
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|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Fmr Llc
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|
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|
|
AE Wealth Management LLC
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Silverleafe Capital Partners, LLC
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|
Virginia Wealth Management Group, Inc.
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|
Richard C. Young & CO., LTD.
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|
Mml Investors Services, Llc
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|
Fort Point Capital Partners LLC
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|
Signature Estate & Investment Advisors Llc
|
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|
Hall Kathryn A.
|
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|
|
Eclectic Associates Inc /adv
|
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|
HighPoint Advisor Group LLC
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|
Westmount Partners, LLC
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|
Atlas Capital Advisors Llc
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|
Lawson Kroeker Investment Management Inc/ne
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|
Hikari Power Ltd
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TCG Advisory Services, LLC
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|
Grimes & Company, Inc.
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|
Country Club Bank /gfn
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|
Graves-Light Private Wealth Management, Inc.
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|
|
|
|
Ingalls & Snyder Llc
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|
Marietta Wealth Management, LLC
|
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|
|
|
Smithfield Trust Co
|
|
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|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
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|
Financial Management Network Inc
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|
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|
Well Done, LLC
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|
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|
ACR Alpine Capital Research, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
State Of Michigan Retirement System
|
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|
|
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|
DAVENPORT & Co LLC
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|
Means Investment Co., Inc.
|
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|
SJS Investment Consulting Inc.
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|
Mendel Capital Management LLC
|
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|
Taurus Asset Management, Llc
|
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|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
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|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Courier Capital Llc
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|
Fort Sheridan Advisors Llc
|
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|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
JFG Wealth Management, LLC
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|
Americana Partners, LLC
|
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|
Resources Investment Advisors, LLC.
|
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|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
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|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
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|
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|
Epiq Partners, Llc
|
|
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|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
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|
Concord Wealth Partners
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|
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|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
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|
|
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|
Montgomery Investment Management Inc
|
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|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
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|
|
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|
Financial Partners Group, Inc
|
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|
Dixon Fnancial Services, Inc.
|
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|
|
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|
Objective Capital Management, LLC
|
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|
|
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|
one8zero8, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
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|
Ritholtz Wealth Management
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|
Fortress Wealth Management, Inc.
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|
|
|
|
Aire Advisors, Llc
|
|
|
|
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|
Main Street Research LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Venator Management LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
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|
Lee Financial Co
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
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|
CX Institutional
|
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|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Gen-Wealth Partners Inc
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Prospera Financial Services Inc
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Canopy Partners, LLC
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River Street Advisors LLC
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Plum Street Advisors, LLC
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HFR Wealth Management, LLC
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Occidental Asset Management, LLC
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QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
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Taylor, Cottrill, Erickson & Associates, Inc.
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Fca Corp /tx
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Rodgers Brothers Inc.
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Farley Capital L.p.
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Investidor Profissional Gestao de Recursos Ltda.
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HB Wealth Management, LLC
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Invesco Ltd.
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Physicians Financial Services, Inc.
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X-Square Capital, LLC
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Chicago Partners Investment Group LLC
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Fiduciary Group LLC
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Norges Bank
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Fortis Capital Advisors, LLC
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QDFPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Financial Portfolio
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Glenmede Trust Co Na
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CORDA Investment Management, LLC.
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Murphy Pohlad Asset Management LLC
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LPL Financial LLC
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Armstrong Henry H Associates Inc
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Liberty Square Wealth Partners Llc
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Alpha Cubed Investments, LLC
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Hunter Perkins Capital Management, LLC
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Knightsbridge Asset Management, Llc
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Bridgewater Advisors Inc.
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Blackhill Capital Inc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Scharf Investments, Llc
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Garde Capital, Inc.
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Pittenger & Anderson Inc
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Royal London Asset Management Ltd
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Cutler Investment Counsel Llc
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Jentner Corp
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Keel Point, LLC
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Whittier Trust Co Of Nevada Inc
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Markel Corp
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NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
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Scott Capital Advisors, LLC
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Limestone Investment Advisors LP
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Lazard Freres Gestion S.A.S.
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Monticello Wealth Management, Llc
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Chou Associates Management Inc.
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Integris Wealth Management, LLC
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Legacy Private Trust Co.
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Act Wealth Management, Llc
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First Foundation Advisors
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Nations Financial Group Inc, /ia/ /adv
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Welch & Forbes Llc
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Shelter Mutual Insurance Co
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Simon Quick Advisors, Llc
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Wedgewood Investors Inc /pa/
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Nwam Llc
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BlackRock, Inc.
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Bartlett & Co. Wealth Management Llc
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Blair William & Co/il
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WealthPLAN Partners, LLC
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Evanson Asset Management, LLC
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Armstrong, Fleming & Moore, Inc
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Pathstone Holdings, LLC
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Transcend Wealth Collective, Llc
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Hollencrest Capital Management
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Kathleen S. Wright Associates Inc.
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Azimuth Capital Investment Management LLC
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Davis Asset Management, L.P.
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Callan Family Office, LLC
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Absolute Capital Management, LLC
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Gabelli Funds Llc
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Sand Hill Global Advisors, LLC
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Albion Financial Group /ut
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Flossbach Von Storch Ag
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Evoke Wealth, Llc
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AlphaCore Capital LLC
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Kovitz Investment Group Partners, LLC
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Woodley Farra Manion Portfolio Management Inc
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DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
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Private Wealth Asset Management, LLC
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Peapack Gladstone Financial Corp
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Atwood & Palmer Inc
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Credit Agricole S A
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Stock Yards Bank & Trust Co
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Whittier Trust Co
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Visionary Horizons, LLC
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Gibson Capital, LLC
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Integral Investment Advisors, Inc.
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Prodigy Asset Management LLC
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Austin Wealth Management, LLC
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Keystone Wealth Services, LLC
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Artemis Wealth Advisors, LLC
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Ubs Asset Management Americas Inc
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KP Management LLC
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Cable Hill Partners, LLC
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Archford Capital Strategies, LLC
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Aviva Plc
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LVW Advisors, LLC
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First Merchants Corp
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Cascade Investment Advisors, Inc.
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Meridian Investment Counsel Inc.
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Tower Bridge Advisors
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Lesa Sroufe & Co
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Autumn Glory Partners, LLC
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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Amplius Wealth Advisors, LLC
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Pinnacle Wealth Management Group, Inc.
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Durante & Waters, Llc
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Triangle Securities Wealth Management
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Whalerock Point Partners, Llc
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Accent Capital Management, LLC
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Gilbert & Cook, Inc.
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Allen Holding Inc /ny
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Indiana Trust & Investment Management CO
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Boothe Investment Group, Inc.
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Ninety One SA (PTY) Ltd
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WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
FAMVX - FENIMORE ASSET MANAGEMENT TRUST - FAM Value Fund Investor Class
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Baader Bank INC
|
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BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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|
Woodmont Investment Counsel Llc
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Beacon Pointe Advisors, LLC
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Black Diamond Capital Management, L.l.c.
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Punch Card Management L.P.
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Windsor Advisory Group, LLC
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Salem Investment Counselors Inc
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|
Fairholme Capital Management Llc
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
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|
Kelman-Lazarov, Inc.
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Midwest Trust Co
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Forum Financial Management, LP
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Scotia Capital Inc.
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Sterling Investment Management, Inc.
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Modera Wealth Management, LLC
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Plante Moran Financial Advisors, LLC
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First Business Financial Services, Inc.
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Gamco Investors, Inc. Et Al
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Zhang Financial LLC
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Yarbrough Capital, LLC
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Cetera Investment Advisers
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|
English Capital Management Llc
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Lvm Capital Management Ltd/mi
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Weaver Capital Management LLC
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7g Capital Management, Llc
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Manitou Investment Management Ltd.
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Herold Advisors, Inc.
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VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
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|
Ignite Planners, LLC
|
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|
|
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|
First International Bank & Trust
|
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|
Schoolcraft Capital LLC
|
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|
|
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|
Hengehold Capital Management Llc
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|
Wealth Quarterback LLC
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Moss Adams Wealth Advisors LLC
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Merit Financial Group, LLC
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|
Clune & Associates, Ltd.
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|
Gluskin Sheff & Assoc Inc
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|
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|
Evercore Wealth Management, LLC
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|
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|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Epacria Capital Partners, Llc
|
|
|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
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|
|
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|
Ashton Thomas Private Wealth, LLC
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|
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|
Cushing Capital Partners, LLC
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|
Fairview Capital Investment Management, Llc
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|
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|
Jones Financial Companies Lllp
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|
Bahl & Gaynor Inc
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|
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|
Lido Advisors, LLC
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|
|
Eagle Bay Advisors LLC
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|
Park Avenue Securities Llc
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|
Timucuan Asset Management Inc/fl
|
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|
Locust Wood Capital Advisers, Llc
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|
Hendley & Co Inc
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Journey Advisory Group, LLC
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Cornell Pochily Investment Advisors, Inc.
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Wealthstar Advisors, Llc
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Farmers & Merchants Trust Co of Long Beach
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|
|
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|
M&t Bank Corp
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Kings Path Partners LLC
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Momentous Wealth Management, Inc.
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|
Silvercrest Asset Management Group Llc
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BridgePort Financial Solutions, LLC
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|
Bnp Paribas
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Resources Management Corp /ct/ /adv
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Councilmark Asset Management, LLC
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|
Biglari Capital Corp.
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|
Bank of New York Mellon Corp
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Wealth Advisors of Iowa, LLC
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Atlas Legacy Advisors, LLC
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Penobscot Investment Management Company, Inc.
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Rede Wealth, LLC
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VestGen Advisors, LLC
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|
Erste Asset Management GmbH
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|
Pecaut & Co.
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|
Clark Asset Management, LLC
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|
Live Oak Private Wealth LLC
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|
Tiaa Trust, National Association
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|
|
|
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|
Waldron Private Wealth LLC
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|
Orion Portfolio Solutions, LLC
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|
Twin Focus Capital Partners, Llc
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|
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|
Buckingham Strategic Partners
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|
Jacobi Capital Management LLC
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|
Pacific Center for Financial Services
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|
Assetmark, Inc
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|
Perissos Private Wealth Management, LLC
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|
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|
Hemenway Trust Co LLC
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|
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|
Oldfather Financial Services, LLC
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|
Nordwand Advisors, LLC
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|
|
|
Allen Operations Llc
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|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
Quent Capital, LLC
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|
Steadfast Capital Management Lp
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Kingswood Wealth Advisors, Llc
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|
Ameritas Investment Partners, Inc.
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|
Fortitude Advisory Group L.L.C.
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Private Client Services, Llc
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Goldstein Advisors, LLC
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Mraz, Amerine & Associates, Inc.
|
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|
|
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|
First National Bank & Trust Co Of Newtown
|
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|
|
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|
Security National Bank
|
|
|
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|
|
Change Path, LLC
|
|
|
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|
Inscription Capital, LLC
|
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|
|
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|
Interchange Capital Partners, LLC
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|
|
|
|
|
Larson Financial Group LLC
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|
|
|
|
|
Sound View Wealth Advisors Group, LLC
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|
|
|
|
|
Snider Financial Group
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|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
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|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Legal & General Group Plc
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|
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|
Graham Holdings Co Master Retirement Trust
|
|
|
|
|
|
First Financial Bankshares Inc
|
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|
|
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|
Spectrum Wealth Counsel, LLC
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|
Mawer Investment Management Ltd.
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|
Kennon-Green & Company, LLC
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Trigran Investments, Inc.
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|
Weil Company, Inc.
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|
Crewe Advisors LLC
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|
Sapient Capital Llc
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|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
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|
Deutsche Bank Ag\
|
|
|
|
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|
Kilter Group LLC
|
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|
First Horizon Advisors, Inc.
|
|
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|
Howland Capital Management Llc
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|
Private Management Group Inc
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|
Santa Monica Partners Lp
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|
Montis Financial, LLC
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|
Peak Asset Management, LLC
|
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|
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|
Milestone Asset Management, Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
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|
Meritas Wealth Management, LLC
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|
Hyperion Capital Advisors LP
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|
RTD Financial Advisors, Inc.
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|
|
|
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|
Northstar Asset Management Inc
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|
TFB Advisors LLC
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|
Clarkston Capital Partners, LLC
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Wealthgarden F.s. Llc
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SOA Wealth Advisors, LLC.
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|
Pacific Wealth Strategies Group, Inc.
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Harvey Investment Co Llc
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|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Northern Oak Wealth Management Inc
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|
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|
Parsons Capital Management Inc/ri
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|
Sanibel Captiva Trust Company, Inc.
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|
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|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
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|
JustInvest LLC
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|
|
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|
American National Bank
|
|
|
|
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|
Western Wealth Management, LLC
|
|
|
|
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|
Strid Group, LLC
|
|
|
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|
PDS Planning, Inc
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|
Trust Co Of Toledo Na /oh/
|
|
|
|
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|
First PREMIER Bank
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|
|
|
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|
Drive Wealth Management, Llc
|
|
|
|
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|
Portland Financial Advisors Inc
|
|
|
|
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|
Cordatus Wealth Management LLC
|
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|
|
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|
Red Door Wealth Management, LLC
|
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|
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|
Wedmont Private Capital
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|
Brandywine Oak Private Wealth Llc
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|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
|
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|
waypoint wealth counsel
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|
|
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|
RK Asset Management, LLC
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|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Davis R M Inc
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|
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|
Hikari Tsushin, Inc.
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Harrington Investments, INC
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Institute for Wealth Management, LLC.
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|
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|
America First Investment Advisors, LLC
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|
|
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|
Omnia Family Wealth, LLC
|
|
|
|
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|
Silicon Valley Community Foundation
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Rappaport Reiches Capital Management, LLC
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Matrix Private Capital Group Llc
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SG Americas Securities, LLC
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Narwhal Capital Management
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Beese Fulmer Investment Management, Inc.
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Hanover Advisors Inc
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Schaper Benz & Wise Investment Counsel Inc/wi
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O'shaughnessy Asset Management, Llc
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Smith, Salley & Associates
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Waters Parkerson & Co., Llc
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First National Corp /ma/ /adv
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Cozad Asset Management Inc
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WealthPlan Investment Management, LLC
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Shorepoint Capital Partners LLC
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Mma Asset Management Llc
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Ci Investments Inc.
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Flagstone Financial Management
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Secure Asset Management, LLC
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Lountzis Asset Management, Llc
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NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
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Howard Financial Services, Ltd.
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Brooklyn FI, LLC
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Beddow Capital Management Inc
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JTC Employer Solutions Trusteee Ltd
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Fortis Advisors, LLC
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Robertson Stephens Wealth Management, LLC
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McMill Wealth Management
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Financial Management Professionals, Inc.
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Sargent Investment Group, LLC
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Key FInancial Inc
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Nvwm, Llc
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Wealth Alliance
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FinDec Wealth Services, Inc.
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Murphy, Middleton, Hinkle & Parker, Inc.
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Meeder Advisory Services, Inc.
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Hirtle Callaghan & Co LLC
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Eagle Rock Investment Company, Llc
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Johnson Financial Group, Inc.
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Foster Group, Inc.
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Presper Financial Architects, LLC
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Jpmorgan Chase & Co
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Leavell Investment Management, Inc.
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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Lindbrook Capital, Llc
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Apollon Wealth Management, LLC
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Measured Wealth Private Client Group, LLC
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Oppenheimer & Co Inc
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Napatree Capital Llc
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Obermeyer Wood Investment Counsel, Lllp
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Suncoast Equity Management
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Cardinal Point Capital Management, ULC
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North Star Investment Management Corp.
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Jeppson Wealth Management, Llc
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Arete Wealth Advisors, LLC
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City Holding Co
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SRS Capital Advisors, Inc.
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
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BKD Wealth Advisors, LLC
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First Trust Advisors Lp
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Rsm Us Wealth Management Llc
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Cascade Financial Partners, LLC
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Elgethun Capital Management
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High Falls Advisors, Inc
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Snowden Capital Advisors LLC
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TriaGen Wealth Management LLC
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Valley National Advisers Inc
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Oliver Luxxe Assets LLC
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Semper Augustus Investments Group Llc
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Neuberger Berman Group LLC
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FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
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Sutton Place Investors Llc
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Quadcap Wealth Management, LLC
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Marshall & Sullivan Inc /wa/
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Dimension Capital Management Llc
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Wealth Preservation Advisors, LLC
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HHM Wealth Advisors, LLC
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Stephens Inc /ar/
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CRA Financial Services, LLC
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Heritage Investment Group, Inc.
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Bond & Devick Financial Network, Inc.
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Canton Hathaway, LLC
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Roundview Capital LLC
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Greatmark Investment Partners, Inc.
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North Berkeley Wealth Management, LLC
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Mercer Global Advisors Inc /adv
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|
Carr Financial Group Corp
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Susquehanna International Group, Llp
|
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Steel Peak Wealth Management LLC
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Delta Investment Management, LLC
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Human Investing LLC
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Condor Capital Management
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Nicholas Hoffman & Company, LLC.
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CENTRAL TRUST Co
|
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Eastern Bank
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RDA Financial Network
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Kavar Capital Partners Group, Llc
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Pfc Capital Group, Inc.
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Bamco Inc /ny/
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RMR Wealth Builders
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Capital Wealth Alliance, LLC
|
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Rational Advisors Llc
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Aspiriant, Llc
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Shikiar Asset Management Inc
|
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Excalibur Management Corp
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Vontobel Holding Ltd.
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Atlas Brown,Inc.
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Df Dent & Co Inc
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Shayne & Co., Llc
|
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Synovus Financial Corp
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Tandem Capital Management Corp /adv
|
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|
Accredited Investors Inc.
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|
Baxter Bros Inc
|
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Bell Investment Advisors, Inc
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Clare Market Investments LLC
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Callan Capital, LLC
|
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|
Carrera Capital Advisors
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|
Victory Capital Management Inc
|
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|
Avenir Corp
|
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|
Qube Research & Technologies Ltd
|
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|
Nomura Asset Management Co Ltd
|
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|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
CapWealth Advisors, LLC
|
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|
|
RoundAngle Advisors LLC
|
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|
Icon Wealth Advisors, LLC
|
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|
Putnam Fl Investment Management Co
|
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|
Trust Co of Kansas
|
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|
Portland Global Advisors LLC
|
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|
|
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|
Dimensional Fund Advisors Lp
|
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|
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|
Davis Selected Advisers
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
|
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|
Rockbridge Investment Management, LCC
|
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|
Envestnet Asset Management Inc
|
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|
Spectrum Asset Management, Inc. (NB/CA)
|
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|
Jarislowsky, Fraser Ltd
|
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|
CoreFirst Bank & Trust
|
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|
Graypoint LLC
|
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|
Atria Investments Llc
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Walter & Keenan Financial Consulting Co /mi/ /adv
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|
Kempen Capital Management N.v.
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|
Cadinha & Co Llc
|
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Long Road Investment Counsel, LLC
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|
AMG National Trust Bank
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Lee Danner & Bass Inc
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Vance Wealth, Inc.
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|
Private Advisor Group, LLC
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Douglass Winthrop Advisors, LLC
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|
Johnson Bixby & Associates, LLC
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Aprio Wealth Management, LLC
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|
Center for Financial Planning, Inc.
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|
South Dakota Investment Council
|
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Summit Trail Advisors, Llc
|
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|
|
Associated Banc-corp
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Lathrop Investment Management Corp
|
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|
Maple Capital Management, Inc.
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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|
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|
First Interstate Bank
|
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|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
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|
Cheviot Value Management, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Pitcairn Co
|
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|
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|
Cassaday & Co Wealth Management LLC
|
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|
AlTi Global, Inc.
|
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|
Concurrent Investment Advisors, LLC
|
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Navigoe, LLC
|
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|
Am Investment Strategies Llc
|
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|
Sage Rhino Capital Llc
|
|
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|
RBF Capital, LLC
|
|
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|
Morgan Stanley
|
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|
Ronald Blue Trust, Inc.
|
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|
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|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Clarity Capital Advisors, LLC
|
|
|
|
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|
Capital Research Global Investors
|
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|
CAPROCK Group, Inc.
|
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|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
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|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Rubicon Global Capital Ltd
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
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|
