| Palouse Capital Management, Inc. |
2021 Q3
|
10/21/2021 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
2021 Q3
|
10/21/2021 |
| V Wealth Advisors LLC |
2021 Q3 - RESTATEMENT
|
10/21/2021 |
| FOUNDERS CAPITAL MANAGEMENT, LLC |
2021 Q3
|
10/21/2021 |
| Lloyd Advisory Services, LLC. |
2021 Q3
|
10/21/2021 |
| Selway Asset Management |
2021 Q3
|
10/21/2021 |
| CMC Financial Group |
2021 Q3
|
10/21/2021 |
| GRACE & WHITE INC /NY |
2021 Q3
|
10/21/2021 |
| BOENNING & SCATTERGOOD, INC. |
2021 Q3
|
10/21/2021 |
| PENN DAVIS MCFARLAND INC |
2021 Q3
|
10/21/2021 |
| Cascade Investment Advisors, Inc. |
2021 Q3
|
10/21/2021 |
| IRONWOOD WEALTH MANAGEMENT, INC. |
2021 Q3
|
10/21/2021 |
| NKCFO LLC |
2021 Q3
|
10/21/2021 |
| JAG CAPITAL MANAGEMENT, LLC |
2021 Q3
|
10/21/2021 |
| Concorde Asset Management, LLC |
2021 Q3
|
10/21/2021 |
| FARMERS & MERCHANTS INVESTMENTS INC |
2021 Q3
|
10/21/2021 |
| Aldebaran Financial Inc. |
2021 Q3
|
10/21/2021 |
| Hanson & Doremus Investment Management |
2021 Q3
|
10/21/2021 |
| JACKSON SQUARE CAPITAL, LLC |
2021 Q3
|
10/21/2021 |
| Valley Brook Capital Group, Inc. |
2021 Q3
|
10/21/2021 |
| Cardinal Capital Management |
2021 Q3
|
10/21/2021 |
| Trinity Financial Advisors LLC |
2021 Q3
|
10/21/2021 |
| Armbruster Capital Management, Inc. |
2021 Q3
|
10/21/2021 |
| Essex LLC |
2021 Q3
|
10/21/2021 |
| Ellis Investment Partners, LLC |
2021 Q3
|
10/21/2021 |
| Total Clarity Wealth Management, Inc. |
2021 Q3
|
10/21/2021 |
| TFG Advisers LLC |
2021 Q3
|
10/21/2021 |
| Douglas Lane & Associates, LLC |
2021 Q3
|
10/21/2021 |
| KCM INVESTMENT ADVISORS LLC |
2021 Q2 - RESTATEMENT
|
10/21/2021 |
| S.E.E.D. Planning Group LLC |
2021 Q3
|
10/21/2021 |
| Rheos Capital Works Inc. |
2021 Q3
|
10/21/2021 |
| Covenant Multifamily Offices, LLC |
2021 Q3
|
10/21/2021 |
| Red Wave Investments LLC |
2021 Q3
|
10/21/2021 |
| DEFINED WEALTH MANAGEMENT, LLC |
2021 Q3
|
10/21/2021 |
| Applied Capital LLC |
2021 Q3
|
10/21/2021 |
| Kessler Investment Group, LLC |
2021 Q3
|
10/21/2021 |
| COOPER/HAIMS ADVISORS, LLC |
2021 Q3
|
10/21/2021 |
| Briar Hall Management LLC |
2021 Q3
|
10/21/2021 |
| AMERICAN ASSETS INC |
2021 Q3
|
10/21/2021 |
| American Assets Investment Management, LLC |
2021 Q3
|
10/21/2021 |
| American Assets Capital Advisers, LLC |
2021 Q3
|
10/21/2021 |
| Moneda S.A. Administradora General de Fondos |
2021 Q3
|
10/21/2021 |
| Bellecapital International Ltd. |
2021 Q3
|
10/21/2021 |
| Parkside Investments, LLC |
2021 Q3
|
10/21/2021 |
| DIAMANT ASSET MANAGEMENT, INC. |
2021 Q3
|
10/21/2021 |
| Marotta Asset Management |
2021 Q3
|
10/21/2021 |
| CABOT WEALTH MANAGEMENT INC |
2021 Q3
|
10/21/2021 |
| HILLTOP WEALTH ADVISORS, LLC |
2021 Q3
|
10/21/2021 |
| Slow Capital, Inc. |
2021 Q3
|
10/21/2021 |
| Highland Private Wealth Management |
2021 Q3
|
10/21/2021 |
| Regent Investment Management LLC |
2021 Q3
|
10/21/2021 |
| M. Kulyk & Associates, LLC |
2021 Q3
|
10/21/2021 |
| Kinloch Capital, LLC |
2021 Q3
|
10/21/2021 |
| Hillsdale Investment Management Inc. |
2021 Q3
|
10/21/2021 |
| JBJ Investment Partners, LLC |
2021 Q3
|
10/21/2021 |
| Fulcrum Capital LLC |
2021 Q3
|
10/21/2021 |
| Valtinson Bruner Financial Planning LLC |
2021 Q3
|
10/21/2021 |
| Bowling Portfolio Management LLC |
2021 Q3
|
10/21/2021 |
| Peterson Wealth Advisors, LLC |
2021 Q3
|
10/21/2021 |
| FIRST AMERICAN TRUST, FSB |
2021 Q3
|
10/21/2021 |
| Millburn Ridgefield Corp |
2021 Q3
|
10/21/2021 |
| SIB LLC |
2021 Q3
|
10/21/2021 |
| LS Investment Advisors, LLC |
2021 Q3
|
10/21/2021 |
| PARK AVENUE SECURITIES LLC |
2021 Q3
|
10/21/2021 |
| Tufton Capital Management |
2021 Q3
|
10/21/2021 |
| KESTRA PRIVATE WEALTH SERVICES, LLC |
2021 Q3
|
10/21/2021 |
| William Marsh Rice University |
2021 Q3
|
10/21/2021 |
| Sound View Wealth Advisors Group, LLC |
2021 Q3
|
10/21/2021 |
| Colony Family Offices, LLC |
2021 Q3
|
10/21/2021 |
| Rezny Wealth Management, Inc. |
2021 Q3
|
10/21/2021 |
| UNITED BANK |
2021 Q3
|
10/21/2021 |
| Aaron Wealth Advisors LLC |
2021 Q3
|
10/21/2021 |
| Alpha Omega Group, Inc. |
2021 Q3
|
10/21/2021 |
| CHEMUNG CANAL TRUST CO |
2021 Q3
|
10/21/2021 |
| Xcel Wealth Management, LLC |
2021 Q3
|
10/21/2021 |
| SkyOak Wealth, LLC |
2021 Q3
|
10/21/2021 |
| Goodman Financial Corp |
2021 Q3
|
10/21/2021 |
| Efficient Advisors, LLC |
2021 Q3
|
10/21/2021 |
| Great Diamond Partners, LLC |
2021 Q3
|
10/21/2021 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
2021 Q3
|
10/21/2021 |
| Financial Services Advisory Inc |
2021 Q3
|
10/21/2021 |
| United Asset Strategies, Inc. |
2021 Q3
|
10/21/2021 |
| ARROW FINANCIAL CORP |
2021 Q3
|
10/21/2021 |
| CHIRON CAPITAL MANAGEMENT, LLC |
2021 Q3
|
10/21/2021 |
| Crossmark Global Holdings, Inc. |
2021 Q3 - RESTATEMENT
|
10/21/2021 |
| Hudson Capital Management LLC |
2021 Q3
|
10/21/2021 |
| EVERENCE CAPITAL MANAGEMENT INC |
2021 Q3
|
10/21/2021 |
| Cornell Pochily Investment Advisors, Inc. |
2021 Q3
|
10/21/2021 |
| Seven Springs Wealth Group, LLC |
2021 Q3
|
10/21/2021 |
| VALICENTI ADVISORY SERVICES INC |
2021 Q3
|
10/21/2021 |
| Fifth Third Securities, Inc. |
2021 Q3
|
10/21/2021 |
| Gateway Advisory, LLC |
2021 Q3
|
10/21/2021 |
| Hotaling Investment Management, LLC |
2021 Q3
|
10/21/2021 |
| Stone House Investment Management, LLC |
2021 Q3 - RESTATEMENT
|
10/21/2021 |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. |
2021 Q3
|
10/21/2021 |
| MILLER HOWARD INVESTMENTS INC /NY |
2021 Q3
|
10/21/2021 |
| Wesleyan Assurance Society |
2021 Q3
|
10/21/2021 |
| VIRGINIA RETIREMENT SYSTEMS ET AL |
2021 Q3
|
10/21/2021 |
| Mizuho Trust & Banking Co., Ltd. |
2021 Q1
|
10/21/2021 |
| Mizuho Trust & Banking Co., Ltd. |
2021 Q2
|
10/21/2021 |