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