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FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
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Wolverine Trading, Llc
|
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Canandaigua National Bank & Trust Co
|
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Hantz Financial Services, Inc.
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IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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Cable Hill Partners, LLC
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
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|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
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|
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|
Alliance Wealth Advisors, LLC /UT
|
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|
Schonfeld Strategic Advisors LLC
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|
JGP Wealth Management, LLC
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Baldwin Brothers Inc/ma
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Exencial Wealth Advisors, Llc
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Jones Financial Companies Lllp
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Resonant Capital Advisors, LLC
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Capital International Investors
|
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Cornerstone Planning Group LLC
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Busey Wealth Management
|
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Argonautica Private Wealth Management, Inc
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Oribel Capital Management, LP
|
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Canandaigua National Trust Co of Florida
|
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Clare Market Investments LLC
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Orion Portfolio Solutions, LLC
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First Citizens Bank & Trust Co
|
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Focus Financial Network, Inc.
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Arrowstreet Capital, Limited Partnership
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CAPROCK Group, Inc.
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Glenmede Trust Co Na
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TRFM - ETF Series Solutions - AAM Transformers ETF
|
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|
Empower Advisory Group, LLC
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Johnson Investment Counsel Inc
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WPG Advisers, LLC
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Joel Isaacson & Co., LLC
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Ulland Investment Advisors, LLC
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Pathstone Holdings, LLC
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Beutel, Goodman & Co Ltd.
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REAP Financial Group, LLC
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Marks Group Wealth Management, Inc
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Koshinski Asset Management, Inc.
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Prudent Man Advisors, LLC
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Creekmur Asset Management LLC
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
BBR ALO Fund, LLC
|
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Cromwell Holdings LLC
|
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Pinnacle Wealth Planning Services, Inc.
|
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IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
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|
Wells Fargo & Company/mn
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Soltis Investment Advisors LLC
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Prosperity Consulting Group, LLC
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Becker Capital Management Inc
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Ameritas Advisory Services, LLC
|
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Avantax Advisory Services, Inc.
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BCAIX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact International Fund Boston Common ESG Impact International
|
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|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
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|
Envestnet Asset Management Inc
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IMC-Chicago, LLC
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Nbc Securities, Inc.
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HLCTX - HARDING LOEVNER FUNDS INC - International Carbon Transition Equity Portfolio Institutional Class
|
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|
JTQAX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG International Equity Fund Class A
|
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Advisors Asset Management, Inc.
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Fairscale Capital, LLC
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Polen Capital Management Llc
|
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Atria Wealth Solutions, Inc.
|
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Huntington National Bank
|
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Next Level Private LLC
|
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Princeton Global Asset Management LLC
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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Captrust Financial Advisors
|
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Elevation Series Trust - The Opal International Dividend Income ETF
|
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|
Atlantic Union Bankshares Corp
|
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MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
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|
Synovus Financial Corp
|
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|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
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|
Charles Schwab Investment Management Inc
|
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|
Kilter Group LLC
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Louisbourg Investments Inc.
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Leuthold Group, Llc
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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SOL Capital Management CO
|
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Marietta Investment Partners Llc
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Allworth Financial LP
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National Bank Of Canada /fi/
|
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Citadel Advisors Llc
|
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Dogwood Wealth Management LLC
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High Note Wealth, LLC
|
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Versant Capital Management, Inc
|
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Northern Trust Corp
|
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|
Brown Advisory Inc
|
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|
Resources Investment Advisors, LLC.
|
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|
Capital Group Private Client Services, Inc.
|
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|
Whittier Trust Co
|
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|
Private Advisor Group, LLC
|
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Perennial Investment Advisors, LLC
|
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Hudson Bay Capital Management LP
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
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|
Rathbone Brothers plc
|
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|
Mariner, LLC
|
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|
Arete Wealth Advisors, LLC
|
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|
Cary Street Partner Investment Advisory Llc
|
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Argent Trust Co
|
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|
Principal Securities, Inc.
|
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Invesco Ltd.
|
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VCSTX - VALIC Co I - Science & Technology Fund
|
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|
Linscomb & Williams, Inc.
|
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|
Cape Investment Advisory, Inc.
|
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|
Old National Bancorp /in/
|
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|
Anchor Investment Management, LLC
|
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|
Virtu Financial LLC
|
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|
Gf Fund Management Co. Ltd.
|
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|
Oppenheimer & Co Inc
|
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|
Ingalls & Snyder Llc
|
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|
Clear Street Markets Llc
|
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|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
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|
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|
Creative Planning
|
|
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|
Great Valley Advisor Group, Inc.
|
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|
|
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|
Sands Capital Management, Llc
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
QLTI - 2023 ETF Series Trust II - GMO International Quality ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
DAINX - Dunham Funds - Dunham International Stock Fund Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Trivest Advisors Ltd
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
SNTKX - STEWARD FUNDS, INC. - Steward International Enhanced Index Fund Class A
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
NBIIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Equity Fund Institutional Class
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Foresight Global Investors, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
PJIO - PGIM ETF TRUST - PGIM Jennison International Opportunities ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
MOSAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Overseas Fund Class A
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
CLDL - Direxion Shares ETF Trust - Direxion Daily Cloud Computing Bull 2X Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
CBSE - Elevation Series Trust - Clough Select Equity ETF
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
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|
Ground Swell Capital, LLC
|
|
|
|
|
|
PTIN - Pacer Funds Trust - Pacer Trendpilot International ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML International Equity Fund Class II
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
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|
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
|
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Eastern Bank
|
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West Family Investments, Inc.
|
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|
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Advisory Services Network, LLC
|
|
|
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ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
PID - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco International Dividend Achievers ETF
|
|
|
|
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|
One Capital Management, LLC
|
|
|
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|
Alpine Bank Wealth Management
|
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|
|
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|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
Braun-Bostich & Associates Inc.
|
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Qtron Investments LLC
|
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Checchi Capital Advisers, LLC
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Manufacturers Life Insurance Company, The
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Keystone Investors Pte Ltd
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Bayesian Capital Management, LP
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Wolf Group Capital Advisors
|
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Spire Wealth Management
|
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Pinnacle Associates Ltd
|
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Roman Butler Fullerton & Co
|
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Vermillion Wealth Management, Inc.
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Gotham Asset Management, LLC
|
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Beacon Financial Group
|
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Capital Wealth Planning, LLC
|
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Janney Capital Management LLC
|
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Verdence Capital Advisors LLC
|
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Td Private Client Wealth Llc
|
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Merit Financial Group, LLC
|
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
Kcm Investment Advisors Llc
|
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Tudor Investment Corp Et Al
|
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Opal Wealth Advisors, LLC
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Klingman & Associates, LLC
|
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Franklin Resources Inc
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JCIC Asset Management Inc.
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Atlas Brown,Inc.
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
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|
Ellis Investment Partners, LLC
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Archer Investment Corp
|
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Janus Henderson Group Plc
|
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EHLS - Tidal Trust II - Even Herd Long Short ETF
|
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|
GWM Advisors LLC
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|
Rosenberg Matthew Hamilton
|
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Drive Wealth Management, Llc
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Foundations Investment Advisors, LLC
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Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
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Atticus Wealth Management, Llc
|
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Federated Hermes, Inc.
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Citigroup Inc
|
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Millennium Management Llc
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Sterling Capital Management LLC
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Xponance, Inc.
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Tritonpoint Wealth, Llc
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Stifel Financial Corp
|
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West Tower Group, LLC
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Jpmorgan Chase & Co
|
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CENTRAL TRUST Co
|
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We Are One Seven, LLC
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MQS Management LLC
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Smithfield Trust Co
|
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Forum Financial Management, LP
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Keel Point, LLC
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Deutsche Bank Ag\
|
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Gateway Investment Advisers Llc
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Atria Investments Llc
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Principal Financial Group Inc
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Caas Capital Management Lp
|
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Phillips Wealth Planners LLC
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Summit Trail Advisors, Llc
|
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|
Arlington Partners LLC
|
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|
FORA Capital, LLC
|
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|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
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|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
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|
BKM Wealth Management, LLC
|
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|
GW&K Investment Management, LLC
|
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Susquehanna International Group, Llp
|
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Center for Financial Planning, Inc.
|
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|
Peak6 Llc
|
|
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American Century Companies Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
SCIIX - VIRTUS ASSET TRUST - Virtus SGA International Growth Fund Class A
|
|
|
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|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
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|
|
Simon Quick Advisors, Llc
|
|
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
|
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|
Evoke Wealth, Llc
|
|
|
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|
|
Abc Arbitrage Sa
|
|
|
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|
|
Simplicity Wealth,LLC
|
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|
|
Engineers Gate Manager LP
|
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|
|
Texas Yale Capital Corp.
|
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|
|
Aspen Grove Capital, LLC
|
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|
|
Rothschild Investment Llc
|
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|
|
PFG Advisors
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
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|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
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|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
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|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
QGBLX - Advisors Preferred Trust - Quantified Global Fund Investor Class
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
ACIFX - NEIMAN FUNDS - Advisors Capital International Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Arlington Capital Management, Inc.
|
|
|
|
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Brandes Investment Partners, Lp
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Glenmede Investment Management, LP
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CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
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Parallel Advisors, LLC
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Dorsey Wright & Associates
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Pure Financial Advisors, Inc.
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Keybank National Association/oh
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Jackson Square Capital, Llc
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Provenance Wealth Advisors, LLC
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McIlrath & Eck, LLC
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TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
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Bluesphere Advisors, LLC
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AlTi Global, Inc.
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Kodai Capital Management LP
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CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
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Aigen Investment Management, Lp
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Meeder Advisory Services, Inc.
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Paladin Advisory Group, LLC
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Harbor Investment Advisory, Llc
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Tcfg Wealth Management, Llc
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HLIDX - HARDING LOEVNER FUNDS INC - International Developed Markets Equity Portfolio Institutional Class
|
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
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NewEdge Wealth, LLC
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Modern Wealth Management, LLC
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Adviser Investments LLC
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Banco Bilbao Vizcaya Argentaria, S.a.
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Limestone Investment Advisors LP
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AE Wealth Management LLC
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Sagespring Wealth Partners, Llc
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Evergreen Capital Management Llc
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Williamson Legacy Group, LLC
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SageView Advisory Group, LLC
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Sanibel Captiva Trust Company, Inc.
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Insigneo Advisory Services, Llc
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Walleye Capital LLC
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Mutual Advisors, LLC
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RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
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SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
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DAVENPORT & Co LLC
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Boston Private Wealth Llc
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Arlington Trust Co LLC
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Crossmark Global Holdings, Inc.
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Hm Payson & Co
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American Trust
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May Hill Capital, LLC
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USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
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Goldstream Capital Management Ltd
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Salomon & Ludwin, LLC
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Whittier Trust Co Of Nevada Inc
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Capital Investment Advisory Services, LLC
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HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
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Jfs Wealth Advisors, Llc
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Mma Asset Management Llc
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Lester Murray Antman dba SimplyRich
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BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
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Gabelli Funds Llc
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Cox Capital Mgt LLC
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LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
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MINAX - MADISON FUNDS - Madison International Stock Fund International Stock Fund Class A
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180 Wealth Advisors, Llc
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American Institute for Advanced Investment Management, LLP
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IHT Wealth Management, LLC
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DFAI - Dimensional ETF Trust - Dimensional International Core Equity Market ETF
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Denali Advisors Llc
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PUREfi Wealth, LLC
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Lazard Asset Management Llc
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Axxcess Wealth Management, Llc
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HighPoint Advisor Group LLC
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Pandora Wealth, Inc.
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Equitable Holdings, Inc.
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Manchester Capital Management LLC
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Brentview Investment Management LLC
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Wallace Advisory Group, LLC
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Bare Financial Services, Inc
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Bbr Partners, Llc
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NWF Advisory Services Inc.
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Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
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Winch Advisory Services, LLC
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Rakuten Securities, Inc.
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Strive Asset Management, LLC
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Boreal Capital Management LLC
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Navellier & Associates Inc
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Marvin & Palmer Associates Inc
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John Hancock Hedged Equity & Income Fund
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Schrum Private Wealth Management LLC
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Stephens Consulting, LLC
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Operose Advisors LLC
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Simplex Trading, Llc
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Hager Investment Management Services, Llc
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Wealth Preservation Advisors, LLC
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Daiwa Securities Group Inc.
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Legacy Capital Group California, Inc.
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Prospera Financial Services Inc
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Equitable Trust Co
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Crestwood Advisors Group LLC
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NILTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman International Select Fund Trust Class
|
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Gryphon Financial Partners LLC
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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Highland Capital Management, Llc
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SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
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Lord, Abbett & Co. Llc
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R Squared Ltd
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Arkadios Wealth Advisors
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Scott Marsh Financial, LLC
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Wealthcare Advisory Partners LLC
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Parr Mcknight Wealth Management Group, Llc
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D'Orazio & Associates, Inc.
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AA Financial Advisors, LLC
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Allspring Global Investments Holdings, LLC
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RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
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Boston Trust Walden Corp
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CoreCap Advisors, LLC
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AADR - AdvisorShares Trust - AdvisorShares Dorsey Wright ADR ETF
|
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Addison Advisors LLC
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Campbell & CO Investment Adviser LLC
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Brinker Capital Investments, LLC
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SRN Advisors, LLC
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Mount Yale Investment Advisors, LLC
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PFG Investments, LLC
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Gerber Kawasaki Wealth & Investment Management
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Optiver Holding B.V.
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CVA Family Office, LLC
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TD Capital Management LLC
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Personal Cfo Solutions, Llc
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FNY Investment Advisers, LLC
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Sei Investments Co
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Mayport, Llc
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Financial Advocates Investment Management
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EverSource Wealth Advisors, LLC
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Nomura Holdings Inc
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Guardian Partners Inc.
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Morse Asset Management, Inc
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Apella Capital, LLC
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ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
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|
Entropy Technologies, LP
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Wiley Bros.-aintree Capital, Llc
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SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
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Cambiar Investors Llc
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Y-Intercept (Hong Kong) Ltd
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Hardy Reed LLC
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RMR Wealth Builders
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Nations Financial Group Inc, /ia/ /adv
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Bahl & Gaynor Inc
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
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Fifth Third Wealth Advisors LLC
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Rock Point Advisors, LLC
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O'shaughnessy Asset Management, Llc
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Tiaa Trust, National Association
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Baltimore-Washington Financial Advisors, Inc.
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Traveka Wealth, LLC
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Fiduciary Trust Co
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Wood Tarver Financial Group, LLC
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Headlands Technologies LLC
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Cetera Investment Advisers
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Boston Common Asset Management, LLC
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MJT & Associates Financial Advisory Group, Inc.
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SAPH - Precidian ETFs Trust - SAP SE ADRhedged
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YHB Investment Advisors, Inc.
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Accredited Wealth Management, LLC
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Signaturefd, Llc
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|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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|
|
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|
Toth Financial Advisory Corp
|
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|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
|
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
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|
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|
Fmr Llc
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|
Assetmark, Inc
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|
Riverbridge Partners Llc
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JIJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock International Dynamic Growth Fund Class NAV
|
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|
Schechter Investment Advisors, LLC
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|
Inscription Capital, LLC
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|
Barclays Plc
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CWA Asset Management Group, LLC
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Dorsey & Whitney Trust CO LLC
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Harbour Investments, Inc.
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|
Hancock Whitney Corp
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
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|
Ethic Inc.
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|
Trifecta Capital Advisors, LLC
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
|
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|
Saturna Capital CORP
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|
Gillespie Robinson & Grimm Inc
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|
Alps Advisors Inc
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|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
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|
Alaethes Wealth LLC
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BTC Capital Management, Inc.
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
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|
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|
John Hancock Funds II - Science & Technology Fund Class NAV
|
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|
Hennion & Walsh Asset Management, Inc.
|
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|
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|
Private Trust Co Na
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|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
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|
Davis Selected Advisers
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
CX Institutional
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|
Salem Investment Counselors Inc
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|
Thornburg Investment Management Inc
|
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|
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|
Signature Estate & Investment Advisors Llc
|
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|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Marsico Capital Management Llc
|
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|
Silvercrest Asset Management Group Llc
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Profunds - Profund Vp Europe 30
|
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|
SBI Securities Co., Ltd.
|
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|
Scotia Capital Inc.
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|
EAGL - 2023 ETF Series Trust - Eagle Capital Select Equity ETF
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|
|
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|
Toroso Investments, LLC
|
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|
|
|
|
Causeway Capital Management Llc
|
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|
|
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|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
JINTX - JOHNSON MUTUAL FUNDS TRUST - Johnson International Fund
|
|
|
|
|
|
Permanens Capital L.P.
|
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|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
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|
Greenleaf Trust
|
|
|
|
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|
Stephens Inc /ar/
|
|
|
|
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|
Us Bancorp \de\
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Migdal Insurance & Financial Holdings Ltd.
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Vise Technologies, Inc.
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Richardson Financial Services Inc.
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|
Mercer Global Advisors Inc /adv
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|
Brighton Jones Llc
|
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|
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|
Trust Co
|
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|
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
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|
|
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|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
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|
Cardinal Capital Management, Inc.
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Pekin Hardy Strauss, Inc.
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
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|
|
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|
AdvisorShares Investments LLC
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|
|
|
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|
Mather Group, Llc.
|
|
|
|
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|
Principal Street Partners, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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|
Public Employees Retirement System Of Ohio
|
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|
Riggs Asset Managment Co. Inc.
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|
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Sage Mountain Advisors LLC
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Strategic Wealth Partners, Ltd.
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|
MorganRosel Wealth Management, LLC
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Syverson Strege & Co
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|
JustInvest LLC
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|
Callan Family Office, LLC
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|
Covenant Partners, LLC
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|
BRYN MAWR TRUST Co
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|
Paragon Private Wealth Management, LLC
|
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|
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|
Werba Rubin Papier Wealth Management
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Bain Capital Public Equity, LP
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Value Partners Investments Inc.
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Western Wealth Management, LLC
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FDx Advisors, Inc.
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Mar Vista Investment Partners Llc
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D.a. Davidson & Co.
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Pinnacle Bancorp, Inc.
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GAMMA Investing LLC
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Foster Victor Wealth Advisors, LLC
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|
Merrion Investment Management Co, LLC
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
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|
|
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|
Bingham Private Wealth, Llc
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JHID - John Hancock Exchange-Traded Fund Trust - John Hancock International High Dividend ETF
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CIBC World Markets Inc.
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Ci Investments Inc.
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Bailard, Inc.
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Lockheed Martin Investment Management Co
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Coldstream Capital Management Inc
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Wrapmanager Inc
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Family Legacy Financial Solutions, LLC
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Henry James International Management Inc.
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Pacifica Partners Inc.
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Eukles Asset Management
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Prestige Wealth Management Group LLC
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DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
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UMA Financial Services, Inc.
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|
Umb Bank N A/mo
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Corient IA LLC
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Wealthspire Advisors, LLC
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Mv Capital Management, Inc.
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LPL Financial LLC
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Capital International Inc /ca/
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Cherry Tree Wealth Management, LLC
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CIBC Private Wealth Group, LLC
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Transce3nd, LLC
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Banco de Sabadell, S.A
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THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
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Federation des caisses Desjardins du Quebec
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Eagle Capital Management Llc
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Wetherby Asset Management Inc
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Private Wealth Asset Management, LLC
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LVW Advisors, LLC
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Annis Gardner Whiting Capital Advisors, LLC
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Cottonwood Capital Advisors, Llc
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GeoWealth Management, LLC
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Bain Capital Public Equity Management Ii, Llc
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Voya Investment Management Llc
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Legacy Capital Wealth Partners, LLC
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Farther Finance Advisors, LLC
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Cura Wealth Advisors, Llc
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Aperture Investors, LLC
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Snowden Capital Advisors LLC
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Davies Financial Advisors, Inc.
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Nicholas Hoffman & Company, LLC.
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Cambridge Investment Research Advisors, Inc.
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Wedmont Private Capital
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Trust Point Inc.
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Perritt Capital Management Inc
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Sendero Wealth Management, LLC
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Financial & Tax Architects, LLC
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SWAN Capital LLC
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Centricity Wealth Management, LLC
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Night Owl Capital Management, LLC
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Stony Point Capital LLC
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Benjamin Edwards Inc
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Naviter Wealth, LLC
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Geneos Wealth Management Inc.
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Rhumbline Advisers
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Parkside Financial Bank & Trust
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Bruce G. Allen Investments, LLC
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Bank of New York Mellon Corp
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Raiffeisen Bank International AG
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Promethos Capital, LLC
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Global Trust Asset Management, LLC
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Segall Bryant & Hamill, Llc
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Royal Bank Of Canada
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Eqis Capital Management, Inc.
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Coerente Capital Management
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CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
|
|
|
|
|
|
PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
|
|
|
|
|
HLMIX - HARDING LOEVNER FUNDS INC - Harding Loevner International Equity Portfolio Institutional
|
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First Affirmative Financial Network
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Brown, Lisle/cummings, Inc.
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Intergy Private Wealth, LLC
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Eventide Asset Management, Llc
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Certior Financial Group, Llc
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RBB FUND, INC. - Aquarius International Fund
|
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Moneta Group Investment Advisors Llc
|
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Independent Advisor Alliance
|
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CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
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|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus SGA International Growth Series Class A
|
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ORG Partners LLC
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Pine Haven Investment Counsel, Inc
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Lindbrook Capital, Llc
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Lido Advisors, LLC
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Pnc Financial Services Group, Inc.
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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Grantham, Mayo, Van Otterloo & Co. LLC
|
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USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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Carter Financial Group, INC.
|
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First Trust Advisors Lp
|
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Walleye Trading LLC
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Summitry Llc
|
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Wcm Investment Management, Llc
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
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|
HB Wealth Management, LLC
|
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Bleakley Financial Group, LLC
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Parnassus Investments /ca
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Concurrent Investment Advisors, LLC
|
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Sivia Capital Partners, LLC
|
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Transcend Wealth Collective, Llc
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NorthCrest Asset Manangement, LLC
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National Asset Management, Inc.
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Cubist Systematic Strategies, LLC
|
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Tocqueville Asset Management L.p.
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|
|
|
|
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
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|
Chase Investment Counsel Corp
|
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|
|
Prime Capital Investment Advisors, LLC
|
|
|
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|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
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|
Avenue 1 Advisors, LLC
|
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Kornitzer Capital Management Inc /ks
|
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Financial Gravity Companies, Inc.
|
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|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
North Star Investment Management Corp.
|
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|
|
|
|
Piscataqua Savings Bank
|
|
|
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|
Abel Hall, LLC
|
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|
|
|
|
Silicon Valley Capital Partners
|
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|
Wolff Wiese Magana Llc
|
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|
Clarius Group, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
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|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
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|
|
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|
Lansing Street Advisors
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
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|
|
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|
Granite Group Advisors, LLC
|
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|
|
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|
Ieq Capital, Llc
|
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|
Aptus Capital Advisors, LLC
|
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|
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|
Nia Impact Advisors, Llc
|
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|
UBS Group AG
|
|
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|
|
State Street Corp
|
|
|
|
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|
Maytus Capital Management, LLC
|
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|
|
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|
Wealthstar Advisors, Llc
|
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Portside Wealth Group, LLC
|
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|
Cohen Klingenstein LLC
|
|
|
|
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|
Perkins Coie Trust Co
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
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|
|
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|
Stratos Wealth Partners, LTD.
|
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|
|
|
|
Angeles Wealth Management, Llc
|
|
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|
|
|
Future Fund LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
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|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Bank Of Nova Scotia
|
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|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
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|
Dynamic Advisor Solutions LLC
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Rehmann Capital Advisory Group
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Sofos Investments, Inc.
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Carnegie Capital Asset Management, LLC
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Dash Acquisitions Inc.
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Dagco, Inc.
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Credential Securities Inc.
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Washington Trust Advisors, Inc.
|
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|
Haverford Trust Co
|
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|
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|
Bayforest Capital Ltd
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
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|
|
|
|
Eagle Global Advisors Llc
|
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|
|
|
|
Valued Wealth Advisors LLC
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|
ICONIQ Capital, LLC
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|
Hazlett, Burt & Watson, Inc.
|
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|
Weatherly Asset Management L. P.
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|
HISIX - HOMESTEAD FUNDS INC - International Equity Fund
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
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|
China Universal Asset Management Co., Ltd.
|
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|
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|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
|
|
|
Connective Portfolio Management, LLC
|
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|
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|
Highline Wealth Partners Llc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
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|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
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|
Searle & Co.
|
|
|
|
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|
Genus Capital Management Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Motco
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
ULTRA SERIES FUND - International Stock Fund Class I
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Windacre Partnership Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
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Montag A & Associates Inc
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SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
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Quadrant Capital Group Llc
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NewSquare Capital LLC
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Bartlett & Co. Wealth Management Llc
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Credential Qtrade Securities Inc.
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Modera Wealth Management, LLC
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Five Oceans Advisors
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BINV - 2023 ETF Series Trust - Brandes International ETF
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University of Illinois Foundation
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Centennial Bank/AR/
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Aureus Asset Management, LLC
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Atlantic Trust, LLC
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CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
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Kayne Anderson Rudnick Investment Management Llc
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MFA Wealth Services
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KBC Group NV
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Park National Corp /oh/
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CIBC Asset Management Inc
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Atomi Financial Group, Inc.
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Verition Fund Management LLC
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Dunhill Financial, LLC
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DMG Group, LLC
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Mirae Asset Global Investments Co., Ltd.
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Calamos Wealth Management LLC
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Cetera Trust Company, N.A
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Claudia M.p. Batlle, Crp (r) Llc
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Summit Global Investments
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FLC Capital Advisors
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Truist Financial Corp
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Harvest Fund Management Co., Ltd
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MMIAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier International Equity Fund Class A
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Ballentine Partners, LLC
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Ameriprise Financial Inc
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Toronto Dominion Bank
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Intrust Bank Na
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MML SERIES INVESTMENT FUND - MML Foreign Fund Initial Class
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Telligent Fund, LP
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E Fund Management (Hong Kong) Co., Ltd.
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Kestra Private Wealth Services, Llc
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Shilanski & Associates, Inc.
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MGLBX - Marsico Investment Fund - Marsico Global Fund
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SevenBridge Financial Group, LLC
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Riversedge Advisors, Llc
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Twin Tree Management, LP
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Cullen/frost Bankers, Inc.
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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Analyst IMS Investment Management Services Ltd.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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King Luther Capital Management Corp
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First Command Advisory Services, Inc.
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Parcion Private Wealth LLC
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