|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
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|
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|
|
Ethic Inc.
|
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|
MKT Advisors LLC
|
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Transce3nd, LLC
|
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|
Aviso Financial Inc.
|
|
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|
Bollard Group LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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|
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|
Chicago Partners Investment Group LLC
|
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|
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Legacy Bridge, LLC
|
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Insight 2811, Inc.
|
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|
Atlas Brown,Inc.
|
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Elequin Capital Lp
|
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|
Shelter Mutual Insurance Co
|
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|
King Luther Capital Management Corp
|
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|
Cookson Peirce & Co Inc
|
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|
Colonial Trust Advisors
|
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|
RHS Financial, LLC
|
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|
Kathleen S. Wright Associates Inc.
|
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|
Sanibel Captiva Trust Company, Inc.
|
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Citizens National Bank Trust Department
|
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Bank OZK
|
|
|
|
|
|
PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C
|
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|
|
|
|
Fruth Investment Management
|
|
|
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|
|
Prestige Wealth Management Group LLC
|
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|
Cullen/frost Bankers, Inc.
|
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44 Wealth Management Llc
|
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Equitable Trust Co
|
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|
GM Advisory Group, Inc.
|
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Parkside Financial Bank & Trust
|
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Inspire Trust Co, N.a.
|
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Pensionmark Financial Group, Llc
|
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|
Creative Financial Designs Inc /adv
|
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|
Neville Rodie & Shaw Inc
|
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Atom Investors LP
|
|
|
|
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|
Avondale Wealth Management
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Bbr Partners, Llc
|
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InTrack Investment Management Inc
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
Mercer Global Advisors Inc /adv
|
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|
West Branch Capital LLC
|
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|
Absher Wealth Management, Llc
|
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Dogwood Wealth Management LLC
|
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|
Appleton Partners Inc/ma
|
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Traynor Capital Management, Inc.
|
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Boston Partners
|
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Summit Trail Advisors, Llc
|
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Hazlett, Burt & Watson, Inc.
|
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|
First National Bank of Hutchinson
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
SRS Capital Advisors, Inc.
|
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|
Nemes Rush Group LLC
|
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|
Grove Bank & Trust
|
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|
|
Allied Investment Advisors, LLC
|
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|
Soltis Investment Advisors LLC
|
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|
|
Opal Wealth Advisors, LLC
|
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|
|
Oxinas Partners Wealth Management LLC
|
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|
|
National Asset Management, Inc.
|
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|
Freestone Grove Partners LP
|
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|
|
JustInvest LLC
|
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|
Lockheed Martin Investment Management Co
|
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|
Mutual Advisors, LLC
|
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Signaturefd, Llc
|
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Woodmont Investment Counsel Llc
|
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Global Retirement Partners, LLC
|
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|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
DFIV - Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Lsv Asset Management
|
|
|
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|
Schulhoff & Co Inc
|
|
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|
|
17 Capital Partners, Llc
|
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|
Minot DeBlois Advisors LLC
|
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|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
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|
|
First Financial Corp /in/
|
|
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|
Jackson Square Capital, Llc
|
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|
|
Royal London Asset Management Ltd
|
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|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Blackrock Resources & Commodities Strategy Trust
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Hartree Partners, LP
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA International Value Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
BINV - 2023 ETF Series Trust - Brandes International ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
40 North Management LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
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Augustine Asset Management Inc
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
Manchester Capital Management LLC
|
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|
Syntegra Private Wealth Group, LLC
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Lido Advisors, LLC
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|
Saturna Capital CORP
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Patten & Patten Inc/tn
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Wealth Enhancement Advisory Services, Llc
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|
Tudor Investment Corp Et Al
|
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Asset Dedication, LLC
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Transform Wealth, LLC
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CarsonAllaria Wealth Management, Ltd.
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|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
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|
SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
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Barry Investment Advisors, LLC
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Corient IA LLC
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R.H. Dinel Investment Counsel, Inc.
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Congress Wealth Management LLC / DE /
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PFG Advisors
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Gateway Wealth Partners, LLC
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Clarius Group, LLC
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Israel Discount Bank of New York
|
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ESL Trust Services, LLC
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National Bank Of Canada /fi/
|
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Truvestments Capital Llc
|
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Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
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Fifth Third Bancorp
|
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JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
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Johnson Financial Group, Inc.
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Kornitzer Capital Management Inc /ks
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Capital Analysts, Inc.
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Turim 21 Investimentos Ltda.
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SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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Retirement Wealth Solutions LLC
|
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Knights of Columbus Asset Advisors LLC
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Mitchell Mcleod Pugh & Williams Inc
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Hemington Wealth Management
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Tortoise Investment Management, LLC
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Golden State Wealth Management, LLC
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NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
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|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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|
Evelyn Partners Investment Management LLP
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Linden Thomas Advisory Services, LLC
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Great Lakes Retirement, Inc.
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City Holding Co
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Argent Trust Co
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CenterStar Asset Management, LLC
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BLB&B Advisors, LLC
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American Capital Advisory, LLC
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Y-Intercept (Hong Kong) Ltd
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Hm Payson & Co
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Northern Trust Corp
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Cheviot Value Management, LLC
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CRA Financial Services, LLC
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Palisade Asset Management, LLC
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Community Bank of Raymore
|
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Farmers & Merchants Trust Co of Long Beach
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Sovran Advisors, LLC
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Seven Mile Advisory
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Stephens Consulting, LLC
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Weatherly Asset Management L. P.
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Interval Partners, LP
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BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
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Gables Capital Management Inc.
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Northstar Financial Companies, Inc.
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Mb, Levis & Associates, Llc
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Millennium Management Llc
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Goldstone Financial Group, LLC
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Pure Financial Advisors, Inc.
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Nova Wealth Management, Inc.
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Atlantic Edge Private Wealth Management, LLC
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Jennison Associates Llc
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Cherokee Insurance Co
|
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|
Burke & Herbert Bank & Trust Co
|
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Chicago Capital, LLC
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|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
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|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
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|
Cullen Capital Management, LLC
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|
Morton Brown Family Wealth, LLC
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|
DHJJ Financial Advisors, Ltd.
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Key FInancial Inc
|
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Marble Harbor Investment Counsel, LLC
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Boyd Watterson Asset Management Llc/oh
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|
Deutsche Bank Ag\
|
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|
Northwest Capital Management Inc
|
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|
Sivia Capital Partners, LLC
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|
Flagship Harbor Advisors, Llc
|
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|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
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|
Salomon & Ludwin, LLC
|
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|
Hikari Power Ltd
|
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|
Regency Capital Management Inc.\DE
|
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|
Sei Investments Co
|
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First Eagle Investment Management, LLC
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Mondrian Investment Partners LTD
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|
Evelyn Partners Investment Management Services Ltd
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|
Rehmann Capital Advisory Group
|
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|
Smallwood Wealth Investment Management, LLC
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|
Unified Investment Management
|
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|
Legacy Investment Solutions, LLC
|
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|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Choice Wealth Advisors, LLC
|
|
|
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|
|
Brighton Jones Llc
|
|
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|
Aull & Monroe Investment Management Corp
|
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|
|
Ritholtz Wealth Management
|
|
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|
Keel Point, LLC
|
|
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|
|
LOM Asset Management Ltd
|
|
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|
Campbell & CO Investment Adviser LLC
|
|
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|
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|
Mawer Investment Management Ltd.
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
NAIGX - NUVEEN INVESTMENT TRUST II - Nuveen NWQ International Value Fund - Class A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
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|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
CVY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Multi-Asset Income ETF
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
EPDPX - Investment Managers Series Trust - EuroPac International Dividend Income Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
American Financial Group Inc
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
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Sapient Capital Llc
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DAVENPORT & Co LLC
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Triune Financial Partners, LLC
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
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Breakwater Investment Management
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Mather Group, Llc.
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YANKCOM Partnership
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Macquarie Group Ltd
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Kcm Investment Advisors Llc
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Equity Investment Corp
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Christopher J. Hasenberg, Inc
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Evermay Wealth Management Llc
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Hara Capital LLC
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CX Institutional
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Quantitative Investment Management, LLC
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Jarislowsky, Fraser Ltd
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LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
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Oppenheimer & Co Inc
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Diversify Wealth Management, Llc
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North Ridge Wealth Advisors, Inc.
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Sendero Wealth Management, LLC
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Schnieders Capital Management Llc
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Foundry Partners, LLC
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Y.D. More Investments Ltd
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Legacy Capital Wealth Partners, LLC
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Advisory Services Network, LLC
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Fmb Wealth Management
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AE Wealth Management LLC
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Pathstone Holdings, LLC
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Accredited Wealth Management, LLC
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Lowe Brockenbrough & Co Inc
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Advocate Group Llc
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Toronto Dominion Bank
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Zurcher Kantonalbank (Zurich Cantonalbank)
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PICTET BANK & TRUST Ltd
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Arkfeld Wealth Strategies, L.L.C.
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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Red Spruce Capital, LLC
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Winthrop Capital Management, LLC
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CLARET ASSET MANAGEMENT Corp
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Financial Freedom, LLC
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Baldwin Investment Management, LLC
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Axxcess Wealth Management, Llc
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Total Investment Management Inc
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Hantz Financial Services, Inc.
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Qrg Capital Management, Inc.
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Bear Mountain Capital, Inc.
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Beaumont Financial Advisors, LLC
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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Savvy Advisors, Inc.
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Ameritas Investment Partners, Inc.
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Collaborative Wealth Managment Inc.
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Villere St Denis J & Co Llc
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DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
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EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
Lester Murray Antman dba SimplyRich
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First Pacific Financial
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SILVER OAK SECURITIES, Inc
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Armstrong Advisory Group, Inc
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Pingora Partners LLC
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Cetera Trust Company, N.A
|
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DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
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Birch Hill Investment Advisors LLC
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Royce & Associates Lp
|
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Crestwood Advisors Group LLC
|
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GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
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Invesco Ltd.
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GIMFX - GMO TRUST - GMO Implementation Fund
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Strategic Advisors LLC
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Park Square Financial Group, LLC
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Rodgers Brothers Inc.
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Brandes Investment Partners, Lp
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WealthTrust Axiom LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
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Bridge Creek Capital Management LLC
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Concorde Asset Management, LLC
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Bill Few Associates, Inc.
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Modern Wealth Management, LLC
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Ieq Capital, Llc
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Alpha Omega Wealth Management LLC
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Coldstream Capital Management Inc
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BCJ Capital Management, LLC
|
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|
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|
LIDAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Value Fund Class A
|
|
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|
Bank of Jackson Hole Trust
|
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|
Morgan Stanley
|
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Profunds - Profund Vp Europe 30
|
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Morse Asset Management, Inc
|
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WASHINGTON TRUST Co
|
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EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
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|
Net Worth Advisory Group
|
|
|
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|
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A
|
|
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|
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|
Lee Danner & Bass Inc
|
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|
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Ascent Group, LLC
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Mattern Wealth Management LLC
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Willis Johnson & Associates, Inc.
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Retirement Investment Advisors, Inc.
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Sawyer & Company, Inc
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Founders Capital Management, Llc
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Personal Cfo Solutions, Llc
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|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Tufton Capital Management
|
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|
YHB Investment Advisors, Inc.
|
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|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Hrt Financial Lp
|
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Van Hulzen Asset Management, LLC
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MSH Capital Advisors LLC
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Atomi Financial Group, Inc.
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|
Berkeley Capital Partners, LLC
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Pflug Koory, LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
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|
LaSalle St. Investment Advisors, LLC
|
|
|
|
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|
Howland Capital Management Llc
|
|
|
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|
|
Rhumbline Advisers
|
|
|
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|
Integrated Advisors Network LLC
|
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|
Investors Research Corp
|
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|
TCTC Holdings, LLC
|
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|
Joel Isaacson & Co., LLC
|
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|
|
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|
IHT Wealth Management, LLC
|
|
|
|
|
|
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
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|
GFG Capital, LLC
|
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|
|
|
|
Quadrant Capital Group Llc
|
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|
Archer Investment Corp
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|
Key Client Fiduciary Advisors, LLC
|
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|
Commons Capital, Llc
|
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|
Avestar Capital, LLC
|
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|
Family Management Corp
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
Great Valley Advisor Group, Inc.
|
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
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|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Busey Wealth Management
|
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|
SeaBridge Investment Advisors LLC
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Essex Financial Services, Inc.
|
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Financial Gravity Companies, Inc.
|
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Phoenix Holdings Ltd.
|
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|
Fidelis Capital Partners, LLC
|
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|
|
Citigroup Inc
|
|
|
|
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|
Hennessy Advisors Inc
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Eldred Rock Partners, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
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|
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|
Brooks, Moore & Associates, Inc.
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|
Hudson Portfolio Management LLC
|
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|
Horan Securities, Inc.
|
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|
|
|
|
Walleye Trading LLC
|
|
|
|
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|
Comprehensive Money Management Services LLC
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|
Benjamin Edwards Inc
|
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|
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|
Equitable Holdings, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
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|
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|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
|
|
|
Dfa Investment Dimensions Group Inc - Va International Value Portfolio
|
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|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
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|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
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|
Farther Finance Advisors, LLC
|
|
|
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|
Gw Henssler & Associates Ltd
|
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|
HITE Hedge Asset Management LLC
|
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|
Broyhill Asset Management
|
|
|
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|
|
MCF Advisors LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
ICOW - Pacer Funds Trust - Pacer Developed Markets International Cash Cows 100 ETF
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
Gotham Asset Management, LLC
|
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Plan Group Financial, LLC
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|
Renaissance Technologies Llc
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Stephens Inc /ar/
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Stolper Co
|
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Greatmark Investment Partners, Inc.
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apricus wealth, LLC
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ORG Wealth Partners, LLC
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|
Albion Financial Group /ut
|
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|
Wood Tarver Financial Group, LLC
|
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|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
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|
Nautilus Advisors LLC
|
|
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|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Logan Capital Management Inc
|
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|
|
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
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|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
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|
|
|
Marco Investment Management Llc
|
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|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
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|
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|
Banco de Sabadell, S.A
|
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|
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|
Stratos Wealth Partners, LTD.
|
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|
|
Meritage Portfolio Management
|
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|
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|
|
Fiera Capital Corp
|
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|
Mill Capital Management, LLC
|
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|
FIL Ltd
|
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|
Palogic Value Management, L.P.
|
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|
Poehling Capital Management, LLC
|
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|
Eastover Investment Advisors LLC
|
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|
Main Street Financial Solutions, LLC
|
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|
Pitcairn Co
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
CoreCap Advisors, LLC
|
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|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
Abound Wealth Management
|
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|
|
Financial Advisory Service, Inc.
|
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|
Mml Investors Services, Llc
|
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Todd Asset Management Llc
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|
Silverlake Wealth Management Llc
|
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|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
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|
|
HB Wealth Management, LLC
|
|
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|
|
Gts Securities Llc
|
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|
Brian Low Financial Group, Llc
|
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|
Thompson Siegel & Walmsley Llc
|
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|
Intrust Bank Na
|
|
|
|
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|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
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|
|
Davis R M Inc
|
|
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|
|
Janney Capital Management LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
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|
|
Ingalls & Snyder Llc
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
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|
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|
First Trust Advisors Lp
|
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|
Southeast Asset Advisors Inc.
|
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|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Galilei Investment Office LLP
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
SIR Capital Management, L.P.
|
|
|
|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Foresight Global Investors, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Ascension Capital Advisors, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Apexium Financial, Lp
|
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Simon Quick Advisors, Llc
|
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Smartleaf Asset Management LLC
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Evelyn Partners Asset Management Ltd
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|
Bridgewater Associates, LP
|
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|
Front Row Advisors LLC
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|
Gillespie Robinson & Grimm Inc
|
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|
Fmr Llc
|
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|
Syverson Strege & Co
|
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|
Price T Rowe Associates Inc /md/
|
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|
Private Wealth Asset Management, LLC
|
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|
E&G Advisors, LP
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Quinn Opportunity Partners LLC
|
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|
Fortitude Family Office, LLC
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|
TCG Advisory Services, LLC
|
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|
Callodine Capital Management, LP
|
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|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
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|
Neuberger Berman Group LLC
|
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|
TFC Financial Management
|
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|
Alteri Wealth LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Prudent Man Advisors, LLC
|
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|
First National Bank Of Omaha
|
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Briaud Financial Planning, Inc
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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Baker Avenue Asset Management, LP
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Lmcg Investments, Llc
|
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JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
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|
Shulman DeMeo Asset Management LLC
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Johnson Investment Counsel Inc
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Private Capital Management, LLC
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New England Capital Financial Advisors LLC
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Clearbridge Investments, LLC
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Gamco Global Gold, Natural Resources & Income Trust
|
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|
Pinnacle Associates Ltd
|
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Global Trust Asset Management, LLC
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|
Grimes & Company, Inc.
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Integrated Quantitative Investments LLC
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Gratus Wealth Advisors, LLC
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Chesley Taft & Associates LLC
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Burney Co/
|
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Fairscale Capital, LLC
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Pacifica Partners Inc.
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Welch Group, LLC
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Yaupon Capital Management LP
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Quadrature Capital Ltd
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|
Cozad Asset Management Inc
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|
Drum Hill Capital, LLC
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PDS Planning, Inc
|
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|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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|
GAMMA Investing LLC
|
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EICVX - FundVantage Trust - EIC Value Fund Class A
|
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|
Titleist Asset Management, Llc
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|
Creative Planning
|
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NorthCrest Asset Manangement, LLC
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|
Marcum Wealth, LLC
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|
Ancora Advisors, LLC
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|
Financial Network Wealth Advisors LLC
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|
AlphaCore Capital LLC
|
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|
Merit Financial Group, LLC
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
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|
MTM Investment Management, LLC
|
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Tower Research Capital LLC (TRC)
|
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|
Park Capital Management, LLC / WI
|
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|
Bahl & Gaynor Inc
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
|
|
|
|
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
Shoker Investment Counsel, Inc.
|
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|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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|
Ci Investments Inc.
|
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|
Abc Arbitrage Sa
|
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|
Tableaux Llc
|
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|
Howe & Rusling Inc
|
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|
Fulton Bank, N.a.
|
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|
First United Bank Trust/
|
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|
Traveka Wealth, LLC
|
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|
TD Capital Management LLC
|
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|
Aaron Wealth Advisors LLC
|
|
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|
|
Boreal Capital Management LLC
|
|
|
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|
|
Diligent Investors, LLC
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
City State Bank
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Bridges Investment Management Inc
|
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|
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|
|
Parvin Asset Management, LLC
|
|
|
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|
|
Truist Financial Corp
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
SHEH - Precidian ETFs Trust - Shell plc ADRhedged
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Empyrean Capital Partners, LP
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
FIVLX - FIDELITY INVESTMENT TRUST - Fidelity International Value Fund
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
PWER - Macquarie ETF Trust - Macquarie Energy Transition ETF
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Intrepid Family Office Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
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Legacy Private Trust Co.
|
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Ameritas Advisory Services, LLC
|
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|
Griffin Asset Management, Inc.
|
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|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
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|
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|
Tompkins Financial Corp
|
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|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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Adage Capital Partners Gp, L.l.c.
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Wedmont Private Capital
|
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Beddow Capital Management Inc
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Park Avenue Securities Llc
|
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Element Wealth, LLC
|
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Essex Savings Bank
|
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|
U.S. Capital Wealth Advisors, LLC
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|
Northeast Financial Consultants Inc
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|
Belpointe Asset Management LLC
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Cetera Investment Advisers
|
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Chilton Capital Management Llc
|
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|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
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|
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|
Beacon Capital Management, LLC
|
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Wolverine Trading, Llc
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
Brandywine Global Investment Management, LLC
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Wellington Shields Capital Management, LLC
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Federated Hermes, Inc.
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Blair William & Co/il
|
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Engineers Gate Manager LP
|
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Whittier Trust Co
|
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Sandy Spring Bank
|
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Nbt Bank N A /ny
|
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Wealth Alliance
|
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VPR Management LLC
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Brave Asset Management Inc
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Fairman Group, LLC
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UBS Group AG
|
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Frank, Rimerman Advisors LLC
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Osborne Partners Capital Management, Llc
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Millstone Evans Group, LLC
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Greystone Financial Group, LLC
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Janney Montgomery Scott LLC
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Goldman Sachs Group Inc
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Willis Investment Counsel
|
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FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
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|
Klingenstein Fields & Co Lp
|
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Canopy Partners, LLC
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Manning & Napier Advisors Llc
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Arlington Trust Co LLC
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Lindbrook Capital, Llc
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FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
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|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
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|
One Wealth Advisors, LLC
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Cerity Partners LLC
|
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|
Dfa Investment Trust Co - The Dfa International Value Series
|
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|
IFP Advisors, Inc
|
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|
Diversify Advisory Services, LLC
|
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|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Hardman Johnston Global Advisors LLC
|
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Kathmere Capital Management, LLC
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
NewEdge Wealth, LLC
|
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|
Rockefeller Capital Management L.P.
|
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|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
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|
|
Counterweight Ventures, LLC
|
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|
JNBA Financial Advisors
|
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|
Abacus Planning Group, Inc.
|
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|
Roxbury Financial LLC
|
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Allworth Financial LP
|
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ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Motco
|
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|
New York State Common Retirement Fund
|
|
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|
|
Ameriprise Financial Inc
|
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|
|
Schechter Investment Advisors, LLC
|
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|
Waldron Private Wealth LLC
|
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|
Exencial Wealth Advisors, Llc
|
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|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
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|
|
|
Advantage Trust Co
|
|
|
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|
Greenfield Savings Bank
|
|
|
|
|
|
Grange Capital, LLC
|
|
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|
|
Pullen Investment Management, LLC
|
|
|
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|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
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|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
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|
Creekmur Asset Management LLC
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
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|
|
North Star Investment Management Corp.
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Permanens Capital L.P.
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
White Wing Wealth Management
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
Corigliano Investment Advisers, LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Lunt Capital Management, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
FINVX - FIDELITY INVESTMENT TRUST - Fidelity Series International Value Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Henry James International Management Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
