|
High Note Wealth, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
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|
|
|
|
American Century Companies Inc
|
|
|
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|
OSPPX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Plus Fund Class R6
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Cubist Systematic Strategies, LLC
|
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|
Axa S.a.
|
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|
Hm Payson & Co
|
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|
Erste Asset Management GmbH
|
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|
Guardian Capital Lp
|
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|
Coastline Trust Co
|
|
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|
D.a. Davidson & Co.
|
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|
Berger Financial Group, Inc
|
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|
Sierra Ocean, Llc
|
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|
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|
|
Gen-Wealth Partners Inc
|
|
|
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|
|
Wood Tarver Financial Group, LLC
|
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|
Lantz Financial LLC
|
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|
Cidel Asset Management Inc
|
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|
Daxor Corp
|
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|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
TORIX - Managed Portfolio Series - Tortoise MLP & Pipeline Fund Institutional Class Shares
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
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|
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|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
Centennial Bank/AR/
|
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|
|
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Lord, Abbett & Co. Llc
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
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|
|
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|
Outfitter Financial LLC
|
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|
Legend Financial Advisors, Inc.
|
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Financial Advocates Investment Management
|
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|
Macquarie Group Ltd
|
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|
Daiwa Securities Group Inc.
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Geneos Wealth Management Inc.
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Alan B. Lancz & Associates, Inc.
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Inscription Capital, LLC
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|
Smartleaf Asset Management LLC
|
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Truvestments Capital Llc
|
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CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund
|
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|
|
|
|
JBR Co Financial Management Inc
|
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|
Clearbridge Investments, LLC
|
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|
Good Life Advisors, LLC
|
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|
UMA Financial Services, Inc.
|
|
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Beacon Financial Group
|
|
|
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|
Sandy Spring Bank
|
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PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
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|
Barclays Plc
|
|
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|
Alliancebernstein L.p.
|
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|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
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|
Allianz Se
|
|
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
Duncker Streett & Co Inc
|
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|
Busey Wealth Management
|
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|
SlateStone Wealth, LLC
|
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|
Carnegie Lake Advisors LLC
|
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|
Concord Wealth Partners
|
|
|
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|
|
Ubs Asset Management Americas Inc
|
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|
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|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
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|
49 Wealth Management, Llc
|
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|
Anfield Capital Management, LLC
|
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|
Frazier Financial Advisors, LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
Bedel Financial Consulting, Inc.
|
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|
Eastern Bank
|
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|
Friedenthal Financial
|
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|
|
|
|
Sivia Capital Partners, LLC
|
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|
Avestar Capital, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
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|
Linscomb & Williams, Inc.
|
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|
|
FineMark National Bank & Trust
|
|
|
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|
|
Vanguard Group Inc
|
|
|
|
|
|
CIHDX - CULLEN FUNDS TRUST - Cullen International High Dividend Fund Retail Class
|
|
|
|
|
|
HAP Trading, LLC
|
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|
PFS Partners, LLC
|
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|
Client 1st Advisory Group, Llc
|
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|
|
Jennison Associates Llc
|
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|
Kestra Advisory Services, LLC
|
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|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
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|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
BBCA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
TMLAX - TRANSAMERICA FUNDS - Transamerica MLP & Energy Income A
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
PJT Investments Corp.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Kayne Anderson Mlp Investment Co
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
MGIFX - Gallery Trust - MONDRIAN GLOBAL LISTED INFRASTRUCTURE FUND Mondrian Global Listed Infrastructure Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
KNO - Investment Managers Series Trust II - AXS Knowledge Leaders ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
Aldebaran Capital, Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
TPYP - Managed Portfolio Series - Tortoise North American Pipeline Fund
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
USAI - Pacer Funds Trust - Pacer American Energy Independence ETF
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
DAINX - Dunham Funds - Dunham International Stock Fund Class A
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Cushing Asset Management, Lp
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
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SPMHX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Alpha Fund Class R5
|
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|
Charles Schwab Investment Management Inc
|
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|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
QLVD - FlexShares Trust - FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
|
|
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|
Glen Eagle Advisors, LLC
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Binnacle Investments Inc
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Intrust Bank Na
|
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Hara Capital LLC
|
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|
Park Place Capital Corp
|
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Venture Visionary Partners LLC
|
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|
Keudell/Morrison Wealth Management
|
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|
Scotia Capital Inc.
|
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|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
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|
Studio Investment Management Llc
|
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Cullen Capital Management, LLC
|
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ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
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|
|
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|
Financial Network Wealth Advisors LLC
|
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|
Valley National Advisers Inc
|
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|
Lantern Wealth Advisors, LLC
|
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|
SCS Capital Management LLC
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|
Investors Research Corp
|
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Symphony Financial, Ltd. Co.
|
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DMCY - Advisors' Inner Circle Fund III - DEMOCRACY INTERNATIONAL FUND Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
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|
|
|
Copperleaf Capital, LLC
|
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|
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|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
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OneAscent Financial Services LLC
|
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|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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|
Colonial Trust Co / SC
|
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Eukles Asset Management
|
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|
Powell Investment Advisors, LLC
|
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|
Dunhill Financial, LLC
|
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|
Advisors Asset Management, Inc.
|
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|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
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|
|
|
|
Meriwether Wealth & Planning, LLC
|
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|
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|
Integrated Advisors Network LLC
|
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|
|
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RMLPX - Two Roads Shared Trust - Recurrent MLP & Infrastructure Fund Class I
|
|
|
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|
|
CIBC World Markets Inc.
|
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|
Bogart Wealth, LLC
|
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|
Addenda Capital Inc.
|
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Verdence Capital Advisors LLC
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
Latitude Advisors, LLC
|
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Corient IA LLC
|
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PIMCO Energy & Tactical Credit Opportunities Fund
|
|
|
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|
|
Bahl & Gaynor Inc
|
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|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
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|
Woodward Diversified Capital, Llc
|
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Investment Partners, Ltd.
|
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Tradewinds Capital Management, LLC
|
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|
Tudor Investment Corp Et Al
|
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|
Modern Wealth Management, LLC
|
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Bearing Point Capital, Llc
|
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Pointe Capital Management LLC
|
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Bingham Private Wealth, Llc
|
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Arcadia Investment Management Corp/mi
|
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Coston, McIsaac & Partners
|
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Cullen Investment Group, Ltd.
|
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Intrepid Capital Management Inc
|
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|
Consolidated Portfolio Review Corp
|
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US Asset Management LLC
|
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|
Invesco Ltd.
|
|
|
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|
Capital Wealth Planning, LLC
|
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|
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|
|
Grayhawk Investment Strategies Inc.
|
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|
Meridian Wealth Management, LLC
|
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|
Plante Moran Financial Advisors, LLC
|
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|
PFG Investments, LLC
|
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|
Revisor Wealth Management LLC
|
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|
Barings Llc
|
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|
Gould Asset Management Llc /ca/
|
|
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Scarborough Advisors, LLC
|
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|
|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Burney Co/
|
|
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|
|
AdvisorNet Financial, Inc
|
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|
Buckingham Strategic Partners
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
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|
Mill Capital Management, LLC
|
|
|
|
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
ANDNX - AQR Funds - AQR International Defensive Style Fund Class N
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Clearbridge Energy Mlp Opportunity Fund Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
AMZA - ETFis Series Trust I - InfraCap MLP ETF
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
PCJ Investment Counsel Ltd.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
BNIVX - Perpetual Americas Funds Trust - Barrow Hanley International Value Fund Institutional Shares
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
PRPAX - PRUDENTIAL INVESTMENT PORTFOLIOS 18 - PGIM Jennison MLP Fund Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Morgan Stanley Institutional Investment Advisors LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
EWC - iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Scheer, Rowlett & Associates Investment Management Ltd.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Sfmg, Llc
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Ameritas Investment Partners, Inc.
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River Street Advisors LLC
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Moloney Securities Asset Management, LLC
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SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
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|
Northstar Advisory Group, LLC
|
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American National Bank
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Tranquilli Financial Advisor LLC
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Integrity Alliance, Llc.
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SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
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Old Point Trust & Financial Services N A
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Byrne Asset Management LLC
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Legacy Capital Group California, Inc.
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Atomi Financial Group, Inc.
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HHM Wealth Advisors, LLC
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MidWestOne Financial Group, Inc.
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DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
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ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
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Gratus Wealth Advisors, LLC
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Applied Capital LLC/FL
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Spire Wealth Management
|
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111 Capital
|
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
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1832 Asset Management L.P.
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Value Partners Investments Inc.
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First Manhattan Co
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Gold Investment Management Ltd.
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BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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Wallace Capital Management Inc.
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Stamos Capital Partners, L.p.
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Mitchell Sinkler & Starr/pa
|
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Kiker Wealth Management, LLC
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First Bank & Trust
|
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Baskin Financial Services Inc.
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Ancora Advisors, LLC
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Southland Equity Partners LLC
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Accurate Wealth Management, LLC
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CENTRAL TRUST Co
|
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Rsm Us Wealth Management Llc
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Steward Partners Investment Advisory, Llc
|
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Larson Financial Group LLC
|
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|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
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|
Goelzer Investment Management, Inc.
|
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GIZAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Global Infrastructure Fund Class A
|
|
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|
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF
|
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Luminist Capital LLC
|
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Koshinski Asset Management, Inc.
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Mitchell Mcleod Pugh & Williams Inc
|
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Hopwood Financial Services, Inc.
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Private Wealth Asset Management, LLC
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Adams Wealth Management
|
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SageView Advisory Group, LLC
|
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Albion Financial Group /ut
|
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EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
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|
Northeast Financial Consultants Inc
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio
|
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CoreCap Advisors, LLC
|
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Crossmark Global Holdings, Inc.
|
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Squarepoint Ops LLC
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Balyasny Asset Management Llc
|
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Barrow Hanley Mewhinney & Strauss Llc
|
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Marble Harbor Investment Counsel, LLC
|
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|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
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|
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|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
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|
Midwest Trust Co
|
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|
Peak6 Llc
|
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JCIC Asset Management Inc.
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Viawealth, Llc
|
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Mechanics Financial Corp
|
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FIDI - FIDELITY COVINGTON TRUST - Fidelity International High Dividend ETF
|
|
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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Financial Freedom, LLC
|
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DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
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|
Amplify Investments, Llc
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
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|
|
|
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares
|
|
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|
ProVise Management Group, LLC
|
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|
Horizon Kinetics Asset Management Llc
|
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|
Tortoise Capital Advisors, L.l.c.
|
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|
Cozad Asset Management Inc
|
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|
|
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
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|
|
Barrett & Company, Inc.
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Alliance Wealth Advisors, LLC
|
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|
Chilton Capital Management Llc
|
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|
Segall Bryant & Hamill, Llc
|
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Qtron Investments LLC
|
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|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
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|
Convergence Financial, LLC
|
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|
Marino, Stram & Associates Llc
|
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|
First Financial Corp /in/
|
|
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|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Transce3nd, LLC
|
|
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|
|
|
Putney Financial Group LLC
|
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|
Graypoint LLC
|
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|
|
Cigna Investments Inc /new
|
|
|
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|
|
Engineers Gate Manager LP
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
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|
|
Pinnacle Associates Ltd
|
|
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|
|
|
Granite Group Advisors, LLC
|
|
|
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|
|
TrueMark Investments, LLC
|
|
|
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|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
TOLLX - DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. - DWS RREEF Global Infrastructure Fund Class A
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
NUIAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara International Dividend Growth Fund Class A
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Essential Energy Fund
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
NewGen Equity Long/Short Fund
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Artisan International Portfolio Class A
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Tortoise Capital Series Trust - TORTOISE NORTH AMERICAN PIPELINE FUND
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
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|
|
Bell Investment Advisors, Inc
|
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|
Horizon Investments, LLC
|
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|
Retirement Wealth Solutions LLC
|
|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Continuum Advisory, LLC
|
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|
Gibson Wealth Advisors LLC
|
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|
|
Bank Of Nova Scotia Trust Co
|
|
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|
WPG Advisers, LLC
|
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|
L.m. Kohn & Company
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
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|
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|
D. E. Shaw & Co., Inc.
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
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|
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|
Five Oceans Advisors
|
|
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|
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|
CSHAX - MAINSTAY FUNDS TRUST - MainStay Cushing MLP Premier Fund Class A
|
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|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
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|
NewEdge Wealth, LLC
|
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|
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|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
Davis-rea Ltd.
|
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|
Montrusco Bolton Investments Inc.
|
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|
Stratos Wealth Partners, LTD.
|
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|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
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|
Union Savings Bank
|
|
|
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|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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|
Accent Capital Management, LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
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|
Northwest & Ethical Investments L.P.
|
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Front Row Advisors LLC
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|
Novare Capital Management Llc
|
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|
Delta Asset Management Llc/tn
|
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|
Aaron Wealth Advisors LLC
|
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|
Spirit Of America Management Corp/ny
|
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|
Global Wealth Management Investment Advisory, Inc.
|
|
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|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
Maple-Brown Abbott Ltd
|
|
|
|
|
|
Pandora Wealth, Inc.
|
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|
ALEFX - ALPS Variable Investment Trust - ALPS/Alerian Energy Infrastructure Portfolio Class I
|
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|
Creekmur Asset Management LLC
|
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|
Asset Dedication, LLC
|
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|
Walleye Capital LLC
|
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|
Burgundy Asset Management Ltd.
|
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|
Glenview Trust Co
|
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|
Sterling Capital Management LLC
|
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|
Creative Financial Designs Inc /adv
|
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|
Bridgewater Advisors Inc.
|
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|
Wedbush Securities Inc
|
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|
Mascoma Wealth Management LLC
|
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|
J. W. Coons Advisors, LLC
|
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|
Jane Street Group, Llc
|
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|
PBMares Wealth Management LLC
|
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|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
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|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Gibbs Wealth Management
|
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|
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|
Price T Rowe Associates Inc /md/
|
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|
Acadian Asset Management Llc
|
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|
|
John Hancock Premium Dividend Fund
|
|
|
|
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|
Radnor Capital Management, LLC
|
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|
|
|
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
Opal Wealth Advisors, LLC
|
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|
|
|
|
Bare Financial Services, Inc
|
|
|
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|
TD Capital Management LLC
|
|
|
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|
|
GLEAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP & Energy Fund Class A Shares
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
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|
|
Ballentine Partners, LLC
|
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|
|
Wealth Alliance
|
|
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|
Phillips Wealth Planners LLC
|
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|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
STXI - EA Series Trust - Strive International Developed Markets ETF
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Heronetta Management, L.P.
|
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|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
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|
|
Knuff & Co LLC
|
|
|
|
|
|
Anson Funds Management LP
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Mufg Securities (canada), Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
GLPAX - GOLDMAN SACHS TRUST - Goldman Sachs MLP Energy Infrastructure Fund Class A Shares
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Midstream Income ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
XIDV - Franklin Templeton ETF Trust - Franklin International Dividend Multiplier Index ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
GASFX - HENNESSY FUNDS TRUST - Hennessy Gas Utility Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
MLXAX - MUTUAL FUND SERIES TRUST - Catalyst MLP & Infrastructure Fund Class A
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
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|
Td Private Client Wealth Llc
|
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|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Sunpointe, LLC
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
|
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|
MSH Capital Advisors LLC
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Ti-trust, Inc
|
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|
|
|
|
Atria Investments Llc
|
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Fortress Private Ledger, Llc
|
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|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class
|
|
|
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
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|
Investment Management Corp of Ontario
|
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PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
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|
Eventide Asset Management, Llc
|
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|
|
|
|
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
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|
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|
Guinness Asset Management LTD
|
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|
RFG Advisory, LLC
|
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|
Salvus Wealth Management, LLC
|
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|
Alerus Financial Na
|
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|
Lowe Wealth Advisors, LLC
|
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|
Diversify Advisory Services, LLC
|
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|
|
|
|
Fiduciary Group LLC
|
|
|
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|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
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|
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|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
FSCJX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Canada Equity Index Fund
|
|
|
|
|
|
Forte Capital Llc /adv
|
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|
|
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|
Laurel Wealth Advisors LLC
|
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|
|
|
A. D. Beadell Investment Counsel, Inc.
|
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|
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|
Sittner & Nelson, Llc
|
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Valtinson Bruner Financial Planning LLC
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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|
Merit Financial Group, LLC
|
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|
Sterneck Capital Management, LLC
|
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|
Rhumbline Advisers
|
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|
White Knight Strategic Wealth Advisors, LLC
|
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|
Americana Partners, LLC
|
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|
Center for Financial Planning, Inc.
|
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APHIX - ARTISAN PARTNERS FUNDS INC - Artisan International Fund Institutional Shares
|
|
|
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|
Hoese & Co LLP
|
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|
|
|
|
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
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|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
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|
Centaurus Financial, Inc.
|
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Tcfg Wealth Management, Llc
|
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Clifford Swan Investment Counsel Llc
|
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|
Rosenberg Matthew Hamilton
|
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|
Norway Savings Bank
|
|
|
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IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
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|
North Dallas Bank & Trust Co
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
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|
Grove Bank & Trust
|
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|
BCS Wealth Management
|
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|
Silverlake Wealth Management Llc
|
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|
Forza Wealth Management, LLC
|
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|
Shepherd Financial Partners LLC
|
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|
Focus Financial Network, Inc.
|
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|
Flagship Wealth Advisors, Llc
|
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|
Financial & Tax Architects, LLC
|
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|
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|
Cwm, Llc
|
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|
Cincinnati Financial Corp
|
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|
Ellsworth Advisors, LLC
|
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|
Agate Pass Investment Management, LLC
|
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|
|
Total Investment Management Inc
|
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|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Argyle Capital Management Inc.
|
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|
Missouri Trust & Investment Co
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
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|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
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|
Trust Co Of Virginia /va
|
|
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|
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|
Glenmede Investment Management, LP
|
|
|
|
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|
Genesis Private Wealth, Llc
|
|
|
|
|
|
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
ENFR - ALPS ETF Trust - Alerian Energy Infrastructure ETF
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
CCCAX - Brookfield Investment Funds - Center Coast Brookfield MLP Focus Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
IVFAX - FEDERATED EQUITY FUNDS - Federated International Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
CIL - Victory Portfolios II - VictoryShares International Volatility Wtd ETF
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
NewGen Asset Management Ltd
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Recurrent Investment Advisors LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
BKGI - BNY Mellon ETF Trust - BNY Mellon Global Infrastructure Income ETF
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
AMLPX - MainGate Trust - MainGate MLP Fund Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Periscope Capital Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
IDLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Low Volatility ETF
|
|
|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
SIG North Trading, ULC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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Allianz Asset Management GmbH
|
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Highland Capital Management, Llc
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HF Advisory Group, LLC
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TruNorth Capital Management, LLC
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Summit Financial, LLC
|
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|
Regions Financial Corp
|
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Trust Co Of Toledo Na /oh/
|
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|
Colonial Trust Advisors
|
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Beaird Harris Wealth Management, LLC
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Gateway Investment Advisers Llc
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Axxcess Wealth Management, Llc
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Topsail Wealth Management, LLC
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
North Capital, Inc.
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Advisor Group Holdings, Inc.
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Toronto Dominion Bank
|
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RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
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Gladstone Institutional Advisory LLC
|
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Camelot Portfolios, LLC
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Atlanta Consulting Group Advisors, LLC
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Ntv Asset Management Llc
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CWA Asset Management Group, LLC
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Scissortail Wealth Management, LLC
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Mml Investors Services, Llc
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Dynamic Technology Lab Private Ltd
|
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White Pine Capital Llc
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FNY Investment Advisers, LLC
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Capital Advisors, Ltd. LLC
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Corps Capital Advisors, LLC
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PARK CIRCLE Co
|
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CAP Partners, LLC
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Plato Investment Management Ltd
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MKT Advisors LLC
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Agf Management Ltd
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CarsonAllaria Wealth Management, Ltd.
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LRI Investments, LLC
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|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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|
GQG Partners LLC
|
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|
Vaughan David Investments Inc/il
|
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Tempus Wealth Planning, LLC
|
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Cascade Investment Group, Inc.
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Fsb Premier Wealth Management, Inc.
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Azimuth Capital Investment Management LLC
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Cypress Wealth Services, LLC
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BKM Wealth Management, LLC
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Gleason Group, Inc.
|
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Vermillion Wealth Management, Inc.
|
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VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
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|
Tiaa Trust, National Association
|
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|
TOWER TRUST & INVESTMENT Co
|
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Cedar Mountain Advisors, LLC
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HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares
|
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|
1620 Investment Advisors, Inc.
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VisionPoint Advisory Group, LLC
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Kimelman & Baird, LLC
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M Holdings Securities, Inc.
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Platform Technology Partners
|
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WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
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|
Capital Fund Management S.a.
|
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Adams Asset Advisors, LLC
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Advocate Group Llc
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Maridea Wealth Management LLC
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EP Wealth Advisors, Inc.
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Westerkirk Capital Inc.
|
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Acorn Wealth Advisors, LLC
|
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
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|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
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|
Graham Capital Wealth Management, Llc
|
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Cresset Asset Management, LLC
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|
Cincinnati Indemnity Co
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class
|
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|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
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|
Employees Retirement System of Texas
|
|
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|
Cincinnati Casualty Co
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
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|
Beutel, Goodman & Co Ltd.
|
|
|
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|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
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|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
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|
|
Alps Advisors Inc
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
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|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
American Money Management, LLC
|
|
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|
|
M&t Bank Corp
|
|
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|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
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|
|
Bartlett & Co. Wealth Management Llc
|
|
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|
|
Sagespring Wealth Partners, Llc
|
|
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|
|
Kovitz Investment Group Partners, LLC
|
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|
Change Path, LLC
|
|
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|
Lester Murray Antman dba SimplyRich
|
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|
Evergreen Capital Management Llc
|
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|
BLI - Banque de Luxembourg Investments
|
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|
|
University Of Texas/texas Am Investment Managment Co
|
|
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|
DAVENPORT & Co LLC
|
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|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
Telos Capital Management, Inc.
|
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|
Sage Investment Counsel LLC
|
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|
|
Old Second National Bank Of Aurora
|
|
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|
|
Baker Tilly Financial, Llc
|
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|
|
Quintet Private Bank (Europe) S.A.
|
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|
Finward Bancorp
|
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|
Newbridge Financial Services Group, Inc.
|
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|
|
Argent Advisors, Inc.
|
|
|
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|
|
Candriam Luxembourg S.C.A.
|
|
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|
|
|
Wealthquest Corp
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Algert Global Llc
|
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|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
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|
|
|
State of Wyoming
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
FLCA - Franklin Templeton ETF Trust - Franklin FTSE Canada ETF
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco SteelPath MLP & Energy Infrastructure ETF
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
EINC - VanEck Vectors ETF Trust - VanEck Vectors Energy Income ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
MainStay CBRE Global Infrastructure Megatrends Fund
|
|
|
|
|
|
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
MLPX - Global X Funds - Global X MLP & Energy Infrastructure ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
SMLPX - Ultimus Managers Trust - Westwood Salient MLP & Energy Infrastructure Fund Institutional Shares
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
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Signaturefd, Llc
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StoneX Group Inc.
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Taylor Financial Group, Inc.
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First Trust Advisors Lp
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John Hancock Tax-advantaged Dividend Income Fund
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1 North Wealth Services Llc
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Bourne Lent Asset Management Inc
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Hancock Whitney Corp
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Millennium Management Llc
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Greenleaf Trust
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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Rockwood Wealth Management, LLC
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Synovus Financial Corp
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Capital Investment Advisory Services, LLC
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Garde Capital, Inc.
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Pensionmark Financial Group, Llc
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Ascent Group, LLC
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IMA Wealth, Inc.
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VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
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Icon Wealth Advisors, LLC
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Hollow Brook Wealth Management LLC
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Capital Investment Advisors, LLC
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O'Keefe Stevens Advisory, Inc.
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MBEQX - M FUND INC - M International Equity Fund
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DWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR (R) S&P (R) International Dividend ETF
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Redmont Wealth Advisors Llc
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Indiana Trust & Investment Management CO
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Hilltop National Bank
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Clarius Group, LLC
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IFG Advisory, LLC
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apricus wealth, LLC
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Comprehensive Money Management Services LLC
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Hengehold Capital Management Llc
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BankPlus Wealth Management LLC
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Centurion Wealth Management LLC
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Brown, Lisle/cummings, Inc.
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Wellington Management Group Llp
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RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
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Mackenzie Financial Corp
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Good Steward Wealth Advisors,LLC
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MONECO Advisors, LLC
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Ritholtz Wealth Management
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Whipplewood Advisors, LLC
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Semmax Financial Advisors Inc.
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PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
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TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
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Doheny Asset Management /ca
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Bollard Group LLC
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FICDX - FIDELITY INVESTMENT TRUST - Fidelity Canada Fund
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Rockefeller Capital Management L.P.
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Simmons Bank
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LexAurum Advisors, LLC
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Sonora Investment Management Group, LLC
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Magnolia Capital Advisors Llc
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Genus Capital Management Inc.
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Freestone Capital Holdings, LLC
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Contravisory Investment Management, Inc.
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Dividend Asset Capital, Llc
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Brown Advisory Inc
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Intact Investment Management Inc.
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Banque Cantonale Vaudoise
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Trajan Wealth LLC
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Border to Coast Pensions Partnership Ltd
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Lyell Wealth Management, Lp
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Smallwood Wealth Investment Management, LLC
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EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
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WCG Wealth Advisors LLC
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Euro Pacific Asset Management, LLC
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St. James Investment Company, LLC
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GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
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Bessemer Group Inc
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Hantz Financial Services, Inc.
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Two Sigma Securities, Llc
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Bangor Savings Bank
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Royal Bank Of Canada
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Tacita Capital Inc
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Principle Wealth Partners Llc
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Bnp Paribas Arbitrage, Sa
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BLB&B Advisors, LLC
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Cullen/frost Bankers, Inc.
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Bleakley Financial Group, LLC
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Summit Financial Wealth Advisors, LLC
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SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A
|
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AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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Sigma Planning Corp
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Mondrian Investment Partners LTD
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GPS Wealth Strategies Group, LLC
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Sarver Vrooman Wealth Advisors
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RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
|
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Argent Trust Co
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Harbor Investment Advisory, Llc
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CVA Family Office, LLC
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Coastal Bridge Advisors, LLC
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GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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Atlantic Family Wealth, Llc
|
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FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
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Cetera Investment Advisers
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Hsbc Holdings Plc
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Cape Investment Advisory, Inc.
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UMI - USCF ETF Trust - USCF Midstream Energy Income Fund
|
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|
Portside Wealth Group, LLC
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Capital Asset Advisory Services LLC
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Shufro Rose & Co Llc
|
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Lindbrook Capital, Llc
|
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Moneta Group Investment Advisors Llc
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Octavia Wealth Advisors, LLC
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Optimum Investment Advisors
|
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Fiduciary Trust Co
|
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|
Utah Retirement Systems
|
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|
Cincinnati Specialty Underwriters Insurance CO
|
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|
Nemes Rush Group LLC
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|
Great West Life Assurance Co /can/
|
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|
Pekin Hardy Strauss, Inc.
|
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Concorde Asset Management, LLC
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AlphaCore Capital LLC
|
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|
PDS Planning, Inc
|
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|
Cardinal Capital Management, Inc.
|
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Woodbridge CO LTD
|
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|
Cloverfields Capital Group, Lp
|
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Montag A & Associates Inc
|
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|
AssuredPartners Investment Advisors, LLC
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
FEDM - FlexShares Trust - FlexShares ESG & Climate Developed Markets ex-US Core Index Fund
|
|
|
|
|
|
Advisory Alpha, LLC
|
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|
Winch Advisory Services, LLC
|
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|
Foundations Investment Advisors, LLC
|
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|
Heritage Wealth Advisors
|
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Galibier Capital Management Ltd.
|
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Dakota Community Bank & Trust NA
|
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Ingalls & Snyder Llc
|
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Marathon Capital Management
|
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|
Premier Fund Managers Ltd
|
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|
Cornerstone Wealth Group, LLC
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
Allworth Financial LP
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
|
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
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|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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Johnson Investment Counsel Inc
|
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Insigneo Advisory Services, Llc
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