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Sagespring Wealth Partners, Llc
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TCTC Holdings, LLC
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
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Jain Global LLC
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Prairiewood Capital, LLC
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Rsm Us Wealth Management Llc
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Black Swift Group, LLC
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Kingstone Capital Partners Texas, LLC
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Tower Research Capital LLC (TRC)
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Huntington National Bank
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Anchor Investment Management, LLC
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LPL Financial LLC
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CFO4Life Group, LLC
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Plan Group Financial, LLC
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Northern Trust Corp
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CVA Family Office, LLC
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Amplius Wealth Advisors, LLC
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Principal Securities, Inc.
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First Trust Specialty Finance & Financial Opportunities Fund
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Denali Advisors Llc
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Standard Life Aberdeen plc
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Texas Capital Bank Wealth Management Services Inc
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Greenland Capital Management LP
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Farther Finance Advisors, LLC
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WESPAC Advisors, LLC
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OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
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Kingsview Wealth Management, LLC
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GPS Wealth Strategies Group, LLC
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Verition Fund Management LLC
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Ronald Blue Trust, Inc.
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Hamilton Lane Advisors Llc
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Palogic Value Management, L.P.
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Neuberger Berman Group LLC
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Fmr Llc
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Fortem Financial Group, Llc
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Alamar Capital Management, LLC
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Cascade Investment Group, Inc.
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Golden State Equity Partners
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National Bank Of Canada /fi/
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Bessemer Group Inc
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Johnson Financial Group, Inc.
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Capital Planning Advisors, LLC
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Northwestern Mutual Wealth Management Co
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Legacy Capital Wealth Partners, LLC
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Visionary Wealth Advisors
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Register Financial Advisors LLC
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Garner Asset Management Corp
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Skopos Labs, Inc.
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Pathstone Holdings, LLC
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Trustees of Dartmouth College
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DCM Advisors, LLC
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Snowden Capital Advisors LLC
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Confluence Investment Management Llc
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Accredited Investors Inc.
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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Foundations Investment Advisors, LLC
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United Capital Financial Advisers, Llc
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Garde Capital, Inc.
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Apexium Financial, Lp
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MAI Capital Management
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Samalin Investment Counsel, LLC
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Hennion & Walsh Asset Management, Inc.
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Wells Fargo & Company/mn
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Toroso Investments, LLC
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AdvisorNet Financial, Inc
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Whipplewood Advisors, LLC
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Vident Advisory, LLC
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Savant Capital, LLC
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Redhawk Wealth Advisors, Inc.
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Callodine Capital Management, LP
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Diversify Advisory Services, LLC
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Pinnacle Financial Partners Inc
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Monterey Private Wealth, Inc.
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Austin Private Wealth, LLC
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Acorn Creek Capital Llc
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Premier Path Wealth Partners, LLC
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Beacon Pointe Advisors, LLC
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Steel Peak Wealth Management LLC
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Oxford Asset Management Llp
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DnB Asset Management AS
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Old Mission Capital Llc
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HighTower Advisors, LLC
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Anfield Capital Management, LLC
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Dorsey & Whitney Trust CO LLC
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Us Financial Advisors, Llc
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Advanced Series Trust - Ast Small-cap Growth Portfolio
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Wealth Enhancement Advisory Services, Llc
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Transcend Wealth Collective, Llc
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Captrust Financial Advisors
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Sterneck Capital Management, LLC
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Apollon Wealth Management, LLC
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Bard Associates Inc
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CI Private Wealth, LLC
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Gilbert & Cook, Inc.
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Evoke Wealth, Llc
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LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
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Pasadena Private Wealth, LLC
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Quad-Cities Investment Group, LLC
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Edmond De Rothschild Holding S.a.
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Adams Asset Advisors, LLC
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Great West Life Assurance Co /can/
|
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Invesco Ltd.
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Stifel Financial Corp
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Cornerstone Wealth Management, LLC
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Raymond James Financial Inc
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FXED - Tidal ETF Trust - Sound Enhanced Fixed Income ETF
|
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Csenge Advisory Group
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Joel Isaacson & Co., LLC
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Turim 21 Investimentos Ltda.
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Blair William & Co/il
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Corient IA LLC
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Advisor Group Holdings, Inc.
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HighMark Wealth Management LLC
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Sierra Ocean, Llc
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Green Square Capital Advisors Llc
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Eagle Global Advisors Llc
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Private Trust Co Na
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Wealthcare Advisory Partners LLC
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Naviter Wealth, LLC
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Ethos Financial Group, LLC
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Global Retirement Partners, LLC
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Archer Investment Corp
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Channel Wealth Llc
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Ancora Advisors, LLC
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Creative Planning
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Pinnacle Bancorp, Inc.
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Mcdonald Partners Llc
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Turtle Creek Wealth Advisors, LLC
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Larson Financial Group LLC
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Carmel Capital Partners, LLC
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Robertson Stephens Wealth Management, LLC
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NewEdge Wealth, LLC
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OMERS ADMINISTRATION Corp
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Griffin Asset Management, Inc.
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Welch Group, LLC
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Harwood Advisory Group, LLC
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Wall Street Access Asset Management, LLC
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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VSM Wealth Advisory, LLC
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|
State of New Jersey Common Pension Fund A
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Parkside Financial Bank & Trust
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Mercer Global Advisors Inc /adv
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BlueChip Wealth Advisors LLC
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Diversify Wealth Management, Llc
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Franklin Resources Inc
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CWA Asset Management Group, LLC
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Arete Wealth Advisors, LLC
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Union Bancaire Privee, UBP SA
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BCGM Wealth Management, LLC
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Allspring Global Investments Holdings, LLC
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Strs Ohio
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Fiduciary Group LLC
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Tectonic Advisors Llc
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Citadel Advisors Llc
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Chaney Capital Management, Inc.
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Price T Rowe Associates Inc /md/
|
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Jackson Thornton Asset Management, Llc
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|
CIBC Private Wealth Group, LLC
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Wealthfront Advisers Llc
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
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|
Crewe Advisors LLC
|
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|
AlphaCore Capital LLC
|
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|
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|
Generali Asset Management SPA SGR
|
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|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
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|
|
|
|
Bank Of America Corp /de/
|
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|
|
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|
Goldman Sachs Group Inc
|
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|
GeoWealth Management, LLC
|
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|
Steward Partners Investment Advisory, Llc
|
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Jones Financial Companies Lllp
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EP Wealth Advisors, Inc.
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|
Founders Financial Securities Llc
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Trinity Financial Advisors LLC
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|
AllSquare Wealth Management LLC
|
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|
Ares Management Llc
|
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|
Bank of New York Mellon Corp
|
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|
|
|
|
HYIN - WisdomTree Trust - WisdomTree Alternative Income Fund N/A
|
|
|
|
|
|
Oxford Financial Group Ltd
|
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|
|
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|
Bbr Partners, Llc
|
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Spectrum Wealth Counsel, LLC
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CoreCap Advisors, LLC
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|
Newbridge Financial Services Group, Inc.
|
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|
Stephens Inc /ar/
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|
BI Asset Management Fondsmaeglerselskab A/S
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|
Verus Capital Partners, Llc
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|
Strategies Wealth Advisors, LLC
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Sage Investment Counsel LLC
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Sowell Financial Services LLC
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
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|
|
|
|
Salem Investment Counselors Inc
|
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|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
Envestnet Asset Management Inc
|
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|
|
|
|
Integrated Wealth Concepts LLC
|
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|
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|
Seacrest Wealth Management, Llc
|
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|
Commonwealth Equity Services, Llc
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Tranquility Partners, LLC
|
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|
Essex Financial Services, Inc.
|
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|
Liberty Square Wealth Partners Llc
|
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Valeo Financial Advisors, LLC
|
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|
|
|
|
MOFTX - Mercer Funds - Mercer Opportunistic Fixed Income Fund Class I
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
HB Wealth Management, LLC
|
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|
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|
Macquarie Group Ltd
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Brown University
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Hilltop Holdings Inc.
|
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|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
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|
Silicon Valley Capital Partners
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|
M&G Plc
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
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|
Truvestments Capital Llc
|
|
|
|
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|
Millennium Management Llc
|
|
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|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
PSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Global Listed Private Equity ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Blue Owl Capital Holdings LP
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Enstar Group LTD
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Melia Wealth LLC
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TruWealth Advisors, LLC
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Two Sigma Securities, Llc
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Strategic Wealth Partners, Ltd.
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BIZD - VanEck Vectors ETF Trust - VanEck Vectors BDC Income ETF
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Sound Income Strategies, LLC
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Putnam ETF Trust - Putnam BDC ETF -
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MBL Wealth, LLC
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Border to Coast Pensions Partnership Ltd
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Triumph Capital Management
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Burney Co/
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Tradition Wealth Management, LLC
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Accurate Wealth Management, LLC
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Nordwand Advisors, LLC
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Jane Street Group, Llc
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Redmont Wealth Advisors Llc
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Global Wealth Management Investment Advisory, Inc.
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EverSource Wealth Advisors, LLC
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Susquehanna International Group, Llp
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Two Sigma Advisers, Lp
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GWM Advisors LLC
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Jpmorgan Chase & Co
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Mml Investors Services, Llc
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Granite FO LLC
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Cresset Asset Management, LLC
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U.S. Capital Wealth Advisors, LLC
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Magnolia Capital Advisors Llc
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VPR Management LLC
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Texas Capital Bancshares Inc/tx
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Tcfg Wealth Management, Llc
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Integrated Advisors Network LLC
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Condor Capital Management
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Northeast Financial Consultants Inc
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EMC Capital Management
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Advisors Asset Management, Inc.
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Janney Montgomery Scott LLC
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Quantinno Capital Management LP
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Caitong International Asset Management Co., Ltd
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BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
|
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Capstone Investment Advisors, Llc
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Teamwork Financial Advisors, LLC
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LRI Investments, LLC
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Evercore Wealth Management, LLC
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Bramshill Investments, LLC
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Oarsman Capital, Inc.
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Fieldview Capital Management, LLC
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Ameriflex Group, Inc.
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GFS Advisors, LLC
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Jefferies Financial Group Inc.
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BRYN MAWR TRUST Co
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YANKCOM Partnership
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Beacon Capital Management, LLC
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Stratos Wealth Partners, LTD.
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Spire Wealth Management
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Callan Family Office, LLC
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Morgan Stanley
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Mackenzie Financial Corp
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Avantax Advisory Services, Inc.
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Fort Point Capital Partners LLC
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SJS Investment Consulting Inc.
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LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
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Squarepoint Ops LLC
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Lido Advisors, LLC
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Icon Wealth Advisors, LLC
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Ieq Capital, Llc
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IHT Wealth Management, LLC
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Oppenheimer & Co Inc
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Beaumont Financial Advisors, LLC
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NWF Advisory Services Inc.
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CAPROCK Group, Inc.
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SPC Financial, Inc.
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Cary Street Partner Investment Advisory Llc
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Barnett & Company, Inc.
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Mandatum Life Insurance Co Ltd
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Private Advisor Group, LLC
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Mariner, LLC
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Parallel Advisors, LLC
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Arista Wealth Management, LLC
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Round Rock Advisors, LLC
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Lantern Wealth Advisors, LLC
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Cerity Partners LLC
|
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|
Bridgewater Associates, LP
|
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UMA Financial Services, Inc.
|
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Rockefeller Capital Management L.P.
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|
Cambridge Investment Research Advisors, Inc.
|
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Twin Tree Management, LP
|
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|
Legal & General Group Plc
|
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|
Cetera Investment Advisers
|
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Kavar Capital Partners Group, Llc
|
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|
Pallas Capital Advisors LLC
|
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|
Verdence Capital Advisors LLC
|
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Midwest Trust Co
|
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|
Ameriprise Financial Inc
|
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Signaturefd, Llc
|
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|
Robert Wood Johnson Foundation
|
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|
Sofos Investments, Inc.
|
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|
Epiq Partners, Llc
|
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|
Rothschild Investment Llc
|
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|
Trust Co Of Vermont
|
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|
Quarry LP
|
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|
Axa S.a.
|
|
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|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
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|
|
CIBC World Markets Inc.
|
|
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|
|
Harbour Investments, Inc.
|
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|
Westend Capital Management LLC
|
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|
Perennial Investment Advisors, LLC
|
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|
Cooper Financial Group
|
|
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|
Family Wealth Partners, Llc
|
|
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|
|
J.w. Cole Advisors, Inc.
|
|
|
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|
|
Pictet & Cie (Europe) SA
|
|
|
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|
|
Citigroup Inc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
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|
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|
|
Sentinus, LLC
|
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|
|
Ballentine Partners, LLC
|
|
|
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|
|
Hrt Financial Lp
|
|
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|
|
Mirador Capital Partners LP
|
|
|
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|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
LSPAX - LoCorr Investment Trust - LoCorr Spectrum Income Fund Class A
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
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|
|
GP Brinson Investments LLC
|
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|
