|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
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|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
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|
Quantum Private Wealth, LLC
|
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|
One Capital Management, LLC
|
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|
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|
Scholtz & Company, Llc
|
|
|
|
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|
Stockman Wealth Management, Inc.
|
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|
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|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
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|
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|
Beacon Financial Group
|
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|
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|
Nexus Investment Management ULC
|
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Fulton Breakefield Broenniman Llc
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Palogic Value Management, L.P.
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Bernard Wealth Management Corp.
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|
Putnam Fl Investment Management Co
|
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|
Norinchukin Bank, The
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
Capstone Financial Advisors, Inc.
|
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|
|
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|
Cox Capital Mgt LLC
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Buckingham Strategic Partners
|
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CTC Alternative Strategies, Ltd.
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Prime Capital Investment Advisors, LLC
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Robeco Institutional Asset Management B.V.
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|
Capstone Triton Financial Group, LLC
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
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|
CIBC World Markets Inc.
|
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Capital International Sarl
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
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|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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|
|
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|
Mizuho Securities Usa Llc
|
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|
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|
Kathmere Capital Management, LLC
|
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Good Life Advisors, LLC
|
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CarsonAllaria Wealth Management, Ltd.
|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
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|
Centennial Bank/AR/
|
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SevenBridge Financial Group, LLC
|
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Valeo Financial Advisors, LLC
|
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Whipplewood Advisors, LLC
|
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|
Mackenzie Financial Corp
|
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Cerity Partners LLC
|
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|
AIMZ Investment Advisors, LLC
|
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|
Townsend & Associates, Inc
|
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|
Beacon Investment Advisors Llc
|
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Members Wealth Llc
|
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|
PrairieView Partners, LLC
|
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Conning Inc.
|
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|
Northwestern Mutual Wealth Management Co
|
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Elevated Capital Advisors, LLC
|
|
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|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
Alps Advisors Inc
|
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|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
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|
Cohen Capital Management, Inc.
|
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|
Corundum Group, Inc.
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
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PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
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|
Trueblood Wealth Management, LLC
|
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|
First Command Advisory Services, Inc.
|
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|
Magnolia Capital Advisors Llc
|
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Atlantic Trust, LLC
|
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|
Robocap Asset Management Ltd
|
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|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
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|
Independent Investors Inc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
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|
Ancora Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
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|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
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|
Mitchell Sinkler & Starr/pa
|
|
|
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|
Invesco Ltd.
|
|
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|
Cornerstone Advisors, LLC
|
|
|
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
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|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
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|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
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|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
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|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
King Luther Capital Management Corp
|
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Ellenbecker Investment Group
|
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Mather Group, Llc.
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|
Secure Asset Management, LLC
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|
F/M Investments LLC
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|
Oxbow Advisors, LLC
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|
Empowered Funds, LLC
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|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
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|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
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|
Bedel Financial Consulting, Inc.
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Peoples Bank/KS
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
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|
Investors Research Corp
|
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|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
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|
LaFleur & Godfrey LLC
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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|
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|
|
IFC Advisors LLC
|
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|
|
|
|
Redhawk Wealth Advisors, Inc.
|
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|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
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|
|
Connecticut Wealth Management, LLC
|
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|
|
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|
Ellis Investment Partners, LLC
|
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|
Essential Planning, LLC.
|
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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Orrstown Financial Services Inc
|
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|
Police & Firemen's Retirement System of New Jersey
|
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|
GeoWealth Management, LLC
|
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|
Texas Bank & Trust Co
|
|
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|
BancorpSouth Bank
|
|
|
|
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|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Middleton & Co Inc/ma
|
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|
Mill Creek Capital Advisors, LLC
|
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|
BRYN MAWR TRUST Co
|
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|
Cooper Financial Group
|
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|
Polymer Capital Management (US) LLC
|
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|
MAI Capital Management
|
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|
Advance Capital Management, Inc.
|
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Analyst IMS Investment Management Services Ltd.
|
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|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
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|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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|
Northstar Asset Management Llc
|
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|
Jacobs & Co/ca
|
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Iams Wealth Management, Llc
|
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
|
|
|
Dunhill Financial, LLC
|
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|
Ameritas Advisory Services, LLC
|
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|
Cornerstone Wealth Management, LLC
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
Meiji Yasuda Life Insurance Co
|
|
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|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
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|
Charles Schwab Trust Co
|
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|
Wolverine Trading, Llc
|
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|
Bouchey Financial Group Ltd
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Wrapmanager Inc
|
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Phoenix Holdings Ltd.
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
Cape Ann Savings Bank
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
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|
HFR Wealth Management, LLC
|
|
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|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
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|
Cornerstone Total Return Fund Inc
|
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|
Mutual Of America Capital Management Llc
|
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|
Weaver Consulting Group
|
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|
Sentry Investment Management Llc
|
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|
Heritage Financial Services, LLC
|
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|
Park Square Financial Group, LLC
|
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|
Spdr Dow Jones Industrial Average Etf Trust
|
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|
|
|
NovaPoint Capital, LLC
|
|
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|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
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|
Hartford Investment Management Co
|
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|
Moneta Group Investment Advisors Llc
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
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|
Steward Partners Investment Advisory, Llc
|
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|
|
Denali Advisors Llc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Politan Capital Management LP
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
Two Point Capital Management, Inc.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
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First Community Trust Na
|
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|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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|
Traphagen Investment Advisors Llc
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Transamerica Financial Advisors, Inc.
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Yoffe Investment Management, LLC
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Spears Abacus Advisors LLC
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Consolidated Investment Group LLC
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Kesler, Norman & Wride, LLC
|
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Dempze Nancy E
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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|
|
Vermillion Wealth Management, Inc.
|
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|
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Sagespring Wealth Partners, Llc
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
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|
Generali Powszechne Towarzystwo Emerytalne
|
|
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|
Lake Street Financial Llc
|
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Richardson Capital Management LLC
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
|
|
|
OneAscent Financial Services LLC
|
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|
Duncker Streett & Co Inc
|
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Groupama Asset Managment
|
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Carson Advisory Inc.
|
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AlphaCore Capital LLC
|
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Hibernia Wealth Partners, LLC
|
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|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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Gilliland Jeter Wealth Management LLC
|
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Community Financial Services Group, LLC
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VanderPol Investments L.L.C.
|
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Invenio Wealth Partners Llc
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Profunds - Profund Vp Industrials
|
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Shufro Rose & Co Llc
|
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AdvisorNet Financial, Inc
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Ballast Advisors Llc
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Sheaff Brock Investment Advisors, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Hemington Wealth Management
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Signature Resources Capital Management, LLC
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La Banque Postale Asset Management SA
|
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Silvia Mccoll Wealth Management, Llc
|
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EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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Vinva Investment Management Ltd
|
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Quantum Financial Advisors, LLC
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Lowe Wealth Advisors, LLC
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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Apollon Financial, LLC
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One Charles Private Wealth Services, LLC
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Westmount Partners, LLC
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Brown Shipley& Co Ltd
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Fortune Financial Advisors, LLC
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Simplicity Wealth,LLC
|
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Safe Harbor Fiduciary, LLC
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Intellectus Partners, LLC
|
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Hennion & Walsh Asset Management, Inc.
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
Transcend Wealth Collective, Llc
|
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|
Private Wealth Partners, LLC
|
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Nfj Investment Group, Llc
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Hartland & Co., LLC
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Welch Group, LLC
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
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|
Callan Family Office, LLC
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Codex Capital Asset Management L.L.C.
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WealthPlan Investment Management, LLC
|
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
Burns J W & Co Inc/ny
|
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Krs Capital Management, Llc
|
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Aristotle Atlantic Partners, Llc
|
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SNS Financial Group, LLC
|
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|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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|
Cardiff Park Advisors, Llc
|
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|
Carderock Capital Management Inc
|
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|
Evelyn Partners Investment Management Services Ltd
|
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|
Nuveen Core Equity Alpha Fund
|
|
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|
Integrity Alliance, Llc.
|
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|
CFO4Life Group, LLC
|
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|
KLCM Advisors, Inc.
|
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|
Haverford Financial Services, Inc.
|
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|
Fielder Capital Group LLC
|
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|
|
Engineers Gate Manager LP
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
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|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
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|
|
Bnp Paribas
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Tribune Investment Group LP
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Brookmont Capital Management
|
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SkyView Investment Advisors, LLC
|
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Ag2r La Mondiale Gestion D'actifs
|
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Harvest Fund Management Co., Ltd
|
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Pictet Asset Management Holding SA
|
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Barrett & Company, Inc.
|
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Hixon Zuercher, LLC
|
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GSB Wealth Management, LLC
|
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Sfmg, Llc
|
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PFG Advisors
|
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|
Verity Asset Management, Inc.
|
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MetLife Investment Management, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
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|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
Channel Wealth Llc
|
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|
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|
TCI Wealth Advisors, Inc.
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
Security National Bank
|
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|
DHJJ Financial Advisors, Ltd.
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Johnson Financial Group, LLC
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180 Wealth Advisors, Llc
|
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|
Kestra Advisory Services, LLC
|
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|
Consilium Wealth Advisory, LLC
|
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|
Caldwell Securities, Inc
|
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|
Sanibel Captiva Trust Company, Inc.
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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MTM Investment Management, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
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JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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Glenmede Investment Management, LP
|
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National Pension Service
|
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Gabelli Equity Trust Inc
|
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Grove Bank & Trust
|
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Gimbal Financial
|
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Prudential Financial Inc
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Penserra Capital Management LLC
|
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Sterling Investment Advisors, Ltd.
|
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|
United Asset Strategies, Inc.
|
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Berbice Capital Management LLC
|
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|
Cedar Wealth Management, LLC
|
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Hazlett, Burt & Watson, Inc.
|
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|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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|
TFG Advisers LLC
|
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Fort Sheridan Advisors Llc
|
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
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|
Midwest Trust Co
|
|
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|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Laurion Capital Management LP
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
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|
|
WNY Asset Management, LLC
|
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|
Armstrong, Fleming & Moore, Inc
|
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|
Smith, Moore & Co.
|
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Grandview Asset Management LLC
|
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|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
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|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
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|
Howland Capital Management Llc
|
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Pcg Asset Management, Llc
|
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Venture Visionary Partners LLC
|
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|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
Warwick Investment Management, Inc.
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Lansing Street Advisors
|
|
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|
Union Savings Bank
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
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|
|
Spire Wealth Management
|
|
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|
Capital City Trust Co/fl
|
|
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|
Two Sigma Advisers, Lp
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
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DiNuzzo Private Wealth, Inc.
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|
Sovereign Financial Group, Inc.
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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|
Moody Lynn & Lieberson, Llc
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|
Symmetry Investments LP
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|
BSW Wealth Partners
|
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|
Safeguard Investment Advisory Group, LLC
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
|
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|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
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|
Hager Investment Management Services, Llc
|
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|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
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|
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|
Bank of New Hampshire
|
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|
Fortitude Family Office, LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
Old Second National Bank Of Aurora
|
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
Atticus Wealth Management, Llc
|
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TCTC Holdings, LLC
|
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Vista Investment Partners Ii, Llc
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EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
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|
We Are One Seven, LLC
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Cromwell Holdings LLC
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CapWealth Advisors, LLC
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Wright Investors Service Inc
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U S Wealth Group, Llc.
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Bearing Point Capital, Llc
|
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Alpha Omega Wealth Management LLC
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Sequoia Financial Advisors, LLC
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State Of Wisconsin Investment Board
|
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Blue Bell Private Wealth Management, Llc
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Wela Strategies, Inc.
|
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Mcdaniel Terry & Co
|
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NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
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Stonebridge Capital Management Inc
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Franklin Street Advisors Inc /nc
|
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|
Vickerman Investment Advisors, Inc.
|
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Hamel Associates, Inc.
|
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MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Institutional Investment Strategy Fund
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Asset Planning,Inc
|
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Princeton Capital Management Llc
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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|
Rnc Capital Management Llc
|
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TFR Capital, LLC.
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Greykasell Wealth Strategies, Inc.
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IMS Capital Management
|
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Moss Adams Wealth Advisors LLC
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
Central Valley Advisors, Llc
|
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Ubs Oconnor Llc
|
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Ewa, Llc
|
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Rhumbline Advisers
|
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Pine Harbor Wealth Management, LLC
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Baldwin Investment Management, LLC
|
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Gold Investment Management Ltd.
|
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MKT Advisors LLC
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bLong Financial, LLC
|
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|
Paulson & Co. Inc.
|
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Live Oak Private Wealth LLC
|
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S&t Bank/pa
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
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Cornerstone Planning, LLC
|
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Wambolt & Associates, LLC
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Everpar Advisors Llc
|
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Atlas Brown,Inc.
|
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Boston Partners
|
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Perpetual Ltd
|
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Manufacturers Life Insurance Company, The
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Salem Investment Counselors Inc
|
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Reynders McVeigh Capital Management, LLC
|
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Nbt Bank N A /ny
|
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Sit Investment Associates Inc
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Rosenberg Matthew Hamilton
|
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|
Brandywine Global Investment Management, LLC
|
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|
Dodge & Cox
|
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|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
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|
West Financial Advisors, LLC
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
IFP Advisors, Inc
|
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|
|
Swiss National Bank
|
|
|
|
|
|
Capital Analysts, Inc.
|
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|
Root Financial Partners, LLC
|
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|
Sargent Investment Group, LLC
|
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|
Stone House Investment Management, LLC
|
|
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|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
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|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
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|
|
Invesco, Llc
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Bridges Investment Management Inc
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
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|
|
Caas Capital Management Lp
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
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|
Signaturefd, Llc
|
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St. Nicholas Private Asset Management, Inc
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Twin Tree Management, LP
|
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Aviance Capital Partners, LLC
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
Spinnaker Investment Group, LLC
|
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Norway Savings Bank
|
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Financial Perspectives, Inc
|
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NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
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|
CRA Financial Services, LLC
|
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Freestone Grove Partners LP
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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Regatta Capital Group, Llc
|
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Hayek Kallen Investment Management
|
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Allworth Financial LP
|
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Texas Yale Capital Corp.
|
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Quintet Private Bank (Europe) S.A.
|
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Rakuten Investment Management, Inc.
|
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Ashton Thomas Private Wealth, LLC
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
|
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|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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Gallagher Fiduciary Advisors, LLC
|
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1832 Asset Management L.P.
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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Westend Capital Management LLC
|
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|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
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|
Rockline Wealth Management, LLC
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Sowell Financial Services LLC
|
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|
Sand Hill Global Advisors, LLC
|
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Sabal Trust CO
|
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|
Fortis Group Advisors, LLC
|
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|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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|
LGT Fund Management Co Ltd.
|
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MASTERINVEST Kapitalanlage GmbH
|
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|
North Star Investment Management Corp.
|
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Ami Investment Management Inc
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
Accent Capital Management, LLC
|
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State Street Corp
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
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|
RMB Capital Management, LLC
|
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|
Mission Creek Capital Partners, Inc.
|
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Viawealth, Llc
|
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Independent Advisor Alliance
|
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Stephenson National Bank & Trust
|
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|
Lazard Freres Gestion S.A.S.
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
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|
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|
Meadow Creek Wealth Advisors Llc
|
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|
Cooper/haims Advisors, Llc
|
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|
Bell Bank
|
|
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|
Carr Financial Group Corp
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
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|
Modern Wealth Management, LLC
|
|
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|
Marathon Capital Management
|
|
|
|
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|
Greenfield Savings Bank
|
|
|
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|
Portside Wealth Group, LLC
|
|
|
|
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|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
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|
Janus Henderson Group Plc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
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|
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|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
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|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
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|
Richards, Merrill & Peterson, Inc.
|
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|
Ramirez Asset Management, Inc.
|
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|
ARK Investment Management LLC
|
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|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
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|
|
|
TFC Financial Management
|
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|
Hendershot Investments Inc.
|
|
|
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|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
RCS Financial Planning, LLC
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Paradoxiom Capital L.P.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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Hurley Capital, LLC
|
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Burke & Herbert Bank & Trust Co
|
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Paladin Advisory Group, LLC
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Accredited Investors Inc.
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|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
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|
Perennial Advisors, LLC
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Global View Capital Management LLC
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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Principal Securities, Inc.
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PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
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|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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|
Saratoga Research & Investment Management
|
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|
FT Vest Total Return Income Fund: Series B1
|
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|
Enterprise Bank & Trust Co
|
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|
Patton Fund Management, Inc.
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
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|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Rockefeller Capital Management L.P.
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KPP Advisory Services LLC
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FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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|
Apollon Wealth Management, LLC
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Burling Wealth Partners, Llc
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Kelly Lawrence W & Associates Inc/ca
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
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Legacy Financial Strategies, LLC
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PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
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Maple Capital Management, Inc.
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Northern Trust Corp
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HBK Sorce Advisory LLC
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Kovitz Investment Group Partners, LLC
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New Millennium Group LLC
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Thoma Capital Management LLC
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MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
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|
Norden Group Llc
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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Strs Ohio
|
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Ipswich Investment Management Co., Inc.
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MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Drucker Wealth 3.0, LLC
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Sovran Advisors, LLC
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Chatham Capital Group, Inc.
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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Smartleaf Asset Management LLC
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Ameriflex Group, Inc.
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Townsquare Capital Llc
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Acadian Asset Management Llc
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Y-Intercept (Hong Kong) Ltd
|
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Luken Investment Analytics, LLC
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STF Management LP
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Minneapolis Portfolio Management Group, LLC
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Stone Point Wealth LLC
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North Star Asset Management Inc
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WealthTrak Capital Management LLC
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Orion Capital Management LLC
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Cobblestone Capital Advisors Llc /ny/
|
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Lummis Asset Management, LP
|
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Alan B. Lancz & Associates, Inc.
|
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DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
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|
Clough Global Dividend & Income Fund
|
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|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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|
Bridgewater Advisors Inc.
|
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Eads & Heald Wealth Management
|
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NorthRock Partners, LLC
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Harbor Investment Advisory, Llc
|
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Tema Etfs Llc
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Circle Wealth Management, LLC
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
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|
Newport Trust Co
|
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|
Quadrant Capital Group Llc
|
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|
YHB Investment Advisors, Inc.
|
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|
Castle Rock Wealth Management, LLC
|
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|
Tandem Investment Partners LLC
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
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|
American Capital Advisory, LLC
|
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|
ORG Wealth Partners, LLC
|
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|
PUREfi Wealth, LLC
|
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|
CVA Family Office, LLC
|
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|
Telos Capital Management, Inc.
|
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Chilton Investment Co Llc
|
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|
Motco
|
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|
Colonial Trust Advisors
|
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|
GM Advisory Group, Inc.
|
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|
Graney & King, LLC
|
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|
Allen Capital Group, LLC
|
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|
Sigma Investment Counselors Inc
|
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Trust Investment Advisors
|
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|
Princeton Global Asset Management LLC
|
|
|
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|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
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|
American Money Management, LLC
|
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|
Lmcg Investments, Llc
|
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|
Single Point Partners, LLC
|
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|
Alpha Family Trust
|
|
|
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|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Valpey Financial Services, LLC
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
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|
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|
|
Courier Capital Llc
|
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|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
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|
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|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
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|
|
Marcum Wealth, LLC
|
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|
Pullen Investment Management, LLC
|
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|
Crumly & Associates Inc.
|
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|
Woodmont Investment Counsel Llc
|
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|
Auxano Advisors, LLC
|
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Baxter Bros Inc
|
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|
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|
FSM Wealth Advisors, LLC
|
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|
New England Capital Financial Advisors LLC
|
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|
LCM Capital Management Inc
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
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|
Alberta Investment Management Corp
|
|
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|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
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Okabena Investment Services Inc
|
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Cary Street Partner Investment Advisory Llc
|
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First County Bank /CT/
|
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|
XML Financial, LLC
|
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|
Avantax Advisory Services, Inc.
|
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SilverOak Wealth Management LLC
|
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|
Moore Capital Management, Lp
|
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|
Impact Capital Partners LLC
|
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Freestone Capital Holdings, LLC
|
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CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
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|
Summa Corp.
|
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Foster Dykema Cabot & Partners, Llc
|
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|
Magnus Financial Group LLC
|
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|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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|
|
Sara-Bay Financial
|
|
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|
|
Purkiss Capital Advisors LLC
|
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|
Beirne Wealth Consulting Services, LLC
|
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|
|
Wills Financial Group LLC
|
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|
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|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Bolthouse Investments, LLC
|
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|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Avestar Capital, LLC
|
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|
Jane Street Group, Llc
|
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|
Rise Advisors, LLC
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
Cullen Investment Group, Ltd.
|
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Exencial Wealth Advisors, Llc
|
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|
Groupe la Francaise
|
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|
Cibc World Markets Corp
|
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|
Cherry Tree Wealth Management, LLC
|
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|
Franklin Resources Inc
|
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|
Gateway Wealth Partners, LLC
|
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|
Cove Private Wealth, LLC
|
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|
Goelzer Investment Management, Inc.
|
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|
Compagnie Lombard Odier SCmA
|
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|
Sterneck Capital Management, LLC
|
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Evergreen Capital Management Llc
|
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|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
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|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
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|
LGT Financial Advisors LLC
|
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|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
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|
|
|
|
BCJ Capital Management, LLC
|
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|
|
Ignite Planners, LLC
|
|
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|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
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|
|
Investment Management Corp of Ontario
|
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|
|
Nuveen, LLC
|
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|
Penn Davis Mcfarland Inc
|
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|
Tompkins Financial Corp
|
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|
Capital Insight Partners, Llc
|
|
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|
|
PKO Investment Management Joint-Stock Co
|
|
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|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
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|
|
Pinnacle Bancorp, Inc.
|
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|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
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|
Hancock Whitney Corp
|
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|
EP Wealth Advisors, Inc.
|
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|
Susquehanna Fundamental Investments, Llc
|
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|
|
Summit Financial Strategies, Inc.
|
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
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|
|
Trust Point Inc.
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
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|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
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|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
Hamilton Capital, LLC
|
|
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|
Harbour Trust & Investment Management Co
|
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|
Crew Capital Management, Ltd.
|
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|
Washington Trust Bank
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
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|
|
|
Morgan Stanley
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
NAN FUNG TRINITY (HK) Ltd
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
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|
|
Gillespie Robinson & Grimm Inc
|
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|
|
|
|
Choate Investment Advisors
|
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|
|
Eagle Strategies LLC
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
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|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
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|
Federated Hermes, Inc.
|
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|
Prestige Wealth Management Group LLC
|
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|
Cardinal Capital Management, Inc.
|
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|
Stock Yards Bank & Trust Co
|
|
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|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Gleason Group, Inc.
|
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|
FSA Wealth Management LLC
|
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|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
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|
|
|
Bard Financial Services, Inc.
|
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|
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|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
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|
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|
Morgan Dempsey Capital Management Llc
|
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|
CFS Investment Advisory Services, LLC
|
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|
Anchor Capital Advisors Llc
|
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|
Midland Wealth Advisors Llc
|
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|
Candriam Luxembourg S.C.A.
|
|
|
|
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|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
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|
|
PayPay Securities Corp
|
|
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|
|
Bahl & Gaynor Inc
|
|
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|
|
Parr Mcknight Wealth Management Group, Llc
|
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|
Sierra Summit Advisors Llc
|
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|
Wolverine Asset Management Llc
|
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|
Childress Capital Advisors, Llc
|
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|
Southland Equity Partners LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
WIM INVESTMENT MANAGEMENT Ltd
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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Fishman Jay A Ltd/mi
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
Element Wealth, LLC
|
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|
Cornercap Investment Counsel Inc
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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|
Strategic Wealth Partners, Ltd.
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Coalescence Partners Investment Management, LP
|
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|
New York Life Investment Management Llc
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
GenWealth Group, Inc.
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|
Connor, Clark & Lunn Investment Management Ltd.
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Gratus Wealth Advisors, LLC
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|
Raleigh Capital Management Inc.
|
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|
UniSuper Management Pty Ltd
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
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|
Fidelity D & D Bancorp Inc
|
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Tortoise Investment Management, LLC
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|
CMH Wealth Management LLC
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
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|
Tradewinds Capital Management, LLC
|
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Port Capital LLC
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
NJ State Employees Deferred Compensation Plan
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Principia Wealth Advisory, LLC
|
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|
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Capital Asset Advisory Services LLC
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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Rakuten Securities, Inc.
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Schonfeld Strategic Advisors LLC
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Osher Van de Voorde Investment Management
|
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Chelsea Counsel Co
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
Summit Wealth Group Llc / Co
|
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
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|
Prospector Partners Llc
|
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Public Employees Retirement Association Of Colorado
|
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Hengehold Capital Management Llc
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Enhancing Capital LLC
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Strategic Blueprint, LLC
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Axa S.a.
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BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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Citizens Financial Group Inc/ri
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First Fiduciary Investment Counsel, Inc.
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Mechanics Bank Trust Department
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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North Dallas Bank & Trust Co
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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Guerra Pan Advisors, Llc
|
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Chemung Canal Trust Co
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SC&H Financial Advisors, Inc.
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Cornerstone Strategic Value Fund Inc
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LOM Asset Management Ltd
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BLVD Private Wealth, LLC
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ExodusPoint Capital Management, LP
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Keebeck Wealth Management, LLC
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Flagship Wealth Advisors, Llc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
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|
Marks Group Wealth Management, Inc
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Lsv Asset Management
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Good Steward Wealth Advisors,LLC
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Wealthcare Advisory Partners LLC
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|
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
|
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|
Astoria Portfolio Advisors LLC.
|
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Marble Harbor Investment Counsel, LLC
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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|
Westbourne Investment Advisors, Inc.
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USS Investment Management Ltd
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AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
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|
Greystone Financial Group, LLC
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Entropy Technologies, LP
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Simplex Trading, Llc
|
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Two Sigma Investments, Lp
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
Natixis Advisors, L.p.
|
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|
Mystic Asset Management, Inc.
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Slow Capital, Inc.
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
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|
Ocean Capital Management, LLC
|
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|
Puzo Michael J
|
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|
Albion Financial Group /ut
|
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|
NewEdge Wealth, LLC
|
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|
Curat Global, LLC
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|
Goldstone Financial Group, LLC
|
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|
South Dakota Investment Council
|
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|
Man Group plc
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
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|
Ambassador Advisors, LLC
|
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|
Key Client Fiduciary Advisors, LLC
|
|
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|
Wallington Asset Management, LLC
|
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|
Central Pacific Bank - Trust Division
|
|
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|
Sage Rhino Capital Llc
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
TD Capital Management LLC
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Turtle Creek Wealth Advisors, LLC
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Operose Advisors LLC
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|
Great Lakes Advisors, Llc
|
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QTUM - ETF Series Solutions - Defiance Quantum ETF
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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TUG - Listed Funds Trust - STF Tactical Growth ETF
|
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Forbes J M & Co Llp
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|
Burney Co/
|
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Sky Investment Group LLC
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ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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|
Gryphon Financial Partners LLC
|
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Ledgewood Wealth Advisors, LLC
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FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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Community Bank, N.A.
|
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Capital Market Strategies LLC
|
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AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
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|
|
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Monograph Wealth Advisors, Llc
|
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Burkett Financial Services, Llc
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Mjp Associates Inc /adv
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Waycross Partners, Llc
|
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Catalyst Funds Management Pty Ltd
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Magnolia Capital Management Ltd
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Creative Capital Management Investments LLC
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Boreal Capital Management LLC
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Mark Sheptoff Financial Planning, Llc
|
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Becker Capital Management Inc
|
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Investment Partners Asset Management, Inc.
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Mutual Advisors, LLC
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Heck Capital Advisors, LLC
|
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Claudia M.p. Batlle, Crp (r) Llc
|
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|
Cozad Asset Management Inc
|
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DAVENPORT & Co LLC
|
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Cullen Capital Management, LLC
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Crescent Sterling, Ltd.
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Profunds - Profund Vp Large-cap Value
|
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Sandhill Capital Partners LLC
|
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Verde Servicos Internacionais S.A.
|
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Highlander Partners, L.P.
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Pfc Capital Group, Inc.
|
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Shelton Capital Management
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
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|
Mengis Capital Management, Inc.
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
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|
Private Wealth Asset Management, LLC
|
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Russell Investments Group, Ltd.
|
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Hilltop National Bank
|
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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|
Commonwealth Equity Services, Llc
|
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STRV - EA Series Trust - Strive 500 ETF
|
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|
Zwj Investment Counsel Inc
|
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Granite Harbor Advisors, Inc.
|
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Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
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|
First National Bank Of Omaha
|
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Aries Wealth Management
|
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Stifel Financial Corp
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UBS Group AG
|
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Intech Investment Management Llc
|
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Calamos Wealth Management LLC
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
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|
Tudor Financial Inc.
|
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Confluence Wealth Services, Inc.
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
|
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|
Parisi Gray Wealth Management
|
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|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
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|
Arlington Trust Co LLC
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
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|
MCF Advisors LLC
|
|
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|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
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Valley Brook Capital Group, Inc.
|
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Banque Pictet & Cie Sa
|
|
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|
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|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
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|
UMA Financial Services, Inc.
|
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|
|
|
Hantz Financial Services, Inc.
|
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|
Cherokee Insurance Co
|
|
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|
Journey Strategic Wealth Llc
|
|
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|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
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|
CI Private Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
SP Asset Management LLC
|
|
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|
First American Bank
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
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|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
DORVAL Corp
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
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|
Syntegra Private Wealth Group, LLC
|
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|
Delos Wealth Advisors, LLC
|
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|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Brady Family Wealth, Llc
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
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|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
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|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
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|
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|
Lakeridge Wealth Management LLC
|
|
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|
Kimelman & Baird, LLC
|
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|
Prentice Wealth Management LLC
|
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|
Avantax Planning Partners, Inc.
|
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|
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Decker Retirement Planning Inc.
|
|
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LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
|
|
|
First National Trust Co
|
|
|
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|
|
Tidemark, LLC
|
|
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
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|
Moseley Investment Management Inc
|
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First American Trust, Fsb
|
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Massar Capital Management, LP
|
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Asahi Life Asset Management Co., Ltd.
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
Factory Mutual Insurance Co
|
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|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
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|
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|
|
Whittier Trust Co Of Nevada Inc
|
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|
Clarity Wealth Advisors, LLC
|
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|
|
|
|
Harbour Investment Management Llc
|
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|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
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|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
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|
Militia Capital Partners, LP
|
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|
Mbb Public Markets I Llc
|
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|
Arete Wealth Advisors, LLC
|
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Equitable Trust Co
|
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|
|
Blue Chip Partners, Inc.
|
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First Interstate Bank
|
|
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
|
|
|
Harvey Capital Management Inc
|
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|
Klingman & Associates, LLC
|
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Catalyst Capital Advisors LLC
|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
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|
|
Sonora Investment Management Group, LLC
|
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|
Rexford Capital Inc
|
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Graham Capital Management, L.P.
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
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|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
SummitTX Capital, L.P.
|
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|
Cidel Asset Management Inc
|
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|
Profunds - Profund Vp Ultrabull
|
|
|
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|
Miller Wealth Advisors, Llc
|
|
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|
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|
Capital Research Global Investors
|
|
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|
|
|
Parallax Volatility Advisers, L.P.
|
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|
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|
|
Abound Wealth Management
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
|
Boston Family Office Llc
|
|
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|
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|
Waters Parkerson & Co., Llc
|
|
|
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|
Bollard Group LLC
|
|
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|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
UFO - Procure ETF Trust II - Procure Space ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SNSR - Global X Funds - Global X Internet of Things ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Firsthand Capital Management, Inc.
|
|
|
|
|
|
ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
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Aqr Capital Management Llc
|
|
|
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|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Founders Financial Securities Llc
|
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|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Scotia Capital Inc.
|
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|
Daiwa Securities Group Inc.
|
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|
AdviceOne Advisory Services, LLC
|
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|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
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|
Assetmark, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
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|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
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|
Allianz Se
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
VeraBank, N.A.
|
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|
Optas, LLC
|
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Romano Brothers And Company
|
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BTC Capital Management, Inc.
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BIP Wealth, LLC
|
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|
Stanley-Laman Group, Ltd.
|
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|
Private Advisor Group, LLC
|
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|
Griffin Asset Management, Inc.
|
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|
Accredited Wealth Management, LLC
|
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|
Field & Main Bank
|
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|
RB Capital Management, LLC
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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|
SPC Financial, Inc.
|
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First National Bank of Mount Dora, Trust Investment Services
|
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|
Breakwater Capital Group
|
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|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
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|
Williams & Novak, LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Spring Capital Management, Llc
|
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|
|
|
|
Sterling Capital Management LLC
|
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|
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|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
|
RFG Advisory, LLC
|
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|
Lodestar Private Asset Management Llc
|
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|
Public Employees Retirement System Of Ohio
|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
Berry Wealth Group, LP
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
First Western Trust Bank
|
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|
Focus Financial Network, Inc.
|
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|
Encompass More Asset Management
|
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|
Proquility Private Wealth Partners, LLC
|
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|
Concorde Asset Management, LLC
|
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|
Tevis Investment Management
|
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Fayez Sarofim & Co
|
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|
Core Alternative Capital
|
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|
Access Investment Management LLC
|
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|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
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|
|
Camden National Bank
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
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|
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|
First Bank & Trust
|
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|
Purus Wealth Management, LLC
|
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|
Godshalk Welsh Capital Management, Inc.
|
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|
Compass Planning Associates Inc
|
|
|
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|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
|
|
Dimensional Fund Advisors Lp
|
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|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
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|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
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|
|
Triad Wealth Partners, LLC
|
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|
|
Benin Management CORP
|
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|
|
Clearview Wealth Advisors LLC
|
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|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
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|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
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|
Clay Northam Wealth Management, LLC
|
|
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|
|
|
Victory Financial Group, Llc
|
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|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
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|
|
Wellington Management Group Llp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Horizon Advisory Services, Inc.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
ALTEX - FIRSTHAND FUNDS - Firsthand Alternative Energy Fund
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
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|
|
Brown Advisory Inc
|
|
|
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|
Abel Hall, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
|
Bristlecone Advisors, LLC
|
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|
Covea Finance
|
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|
Americana Partners, LLC
|
|
|
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|
|
Advisor OS, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
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|
Windsor Capital Management, LLC
|
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Verus Capital Partners, Llc
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Rockland Trust Co
|
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|
Canada Pension Plan Investment Board
|
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|
Marshall Wace, Llp
|
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|
Intellus Advisors LLC
|
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|
Needham Investment Management Llc
|
|
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|
Mount Yale Investment Advisors, LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
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|
|
Spinnaker Trust
|
|
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|
Tufton Capital Management
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Redwood Investment Management, Llc
|
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Krilogy Financial LLC
|
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Pine Haven Investment Counsel, Inc
|
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Mirador Capital Partners LP
|
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Raymond James Financial Inc
|
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Nova R Wealth, Inc.
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
DekaBank Deutsche Girozentrale
|
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|
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
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|
Inscription Capital, LLC
|
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|
Mission Wealth Management, Lp
|
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|
Gts Securities Llc
|
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RIA Advisory Group LLC
|
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|
Verition Fund Management LLC
|
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Roundview Capital LLC
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
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|
|
Northeast Financial Consultants Inc
|
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|
Ledyard National Bank
|
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Mason Capital Fund Trust - Fundamentals First ETF
|
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|
FT Vest Hedged Equity Income Fund: Series A4
|
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|
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|
|
Wealth Effects Llc
|
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Farmers & Merchants Investments Inc
|
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|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
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|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
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|
Weaver Capital Management LLC
|
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|
Utah Retirement Systems
|
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Northwestern Mutual Investment Management Company, Llc
|
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|
Arbor Trust Wealth Advisors, Llc
|
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|
Baird Financial Group, Inc.
|
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|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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|
Clark Capital Management Group, Inc.
|
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Madison Covered Call & Equity Strategy Fund
|
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|
Pallas Capital Advisors LLC
|
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|
MidWestOne Financial Group, Inc.
|
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|
Parvin Asset Management, LLC
|
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|
Dillon & Associates Inc
|
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|
Charter Oak Capital Management, LLC
|
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|
SK Wealth Management, LLC
|
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|
Canada Post Corp Registered Pension Plan
|
|
|
|
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|
Levin Capital Strategies, L.p.
|
|
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|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
HighTower Advisors, LLC
|
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|
|
Scott & Selber, Inc.
|
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|
Roman Butler Fullerton & Co
|
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|
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|
|
Elefante Mark B
|
|
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|
NewSquare Capital LLC
|
|
|
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|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
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|
|
Ally Financial Inc.
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SIMS - SPDR SERIES TRUST - SPDR S&P Kensho Intelligent Structures ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
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RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
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American Trust
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Wealth Dimensions Group, Ltd.
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Oliver Lagore Vanvalin Investment Group
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High Net Worth Advisory Group LLC
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BLB&B Advisors, LLC
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Profit Investment Management, LLC
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PDS Planning, Inc
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City Holding Co
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Hoxton Planning & Management, LLC
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
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Marquette Asset Management, LLC
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Lyell Wealth Management, Lp
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Patron Partners Advisors, Llc
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Brown, Lisle/cummings, Inc.
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HB Wealth Management, LLC
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Congress Wealth Management LLC / DE /
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Future Financial Wealth Managment LLC
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Capital International Ltd /ca/
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Deutsche Bank Ag\
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Aureus Asset Management, LLC
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Stratos Wealth Partners, LTD.
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Optimum Investment Advisors
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Aristotle Capital Management, LLC
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Pineridge Advisors LLC
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
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South Plains Financial, Inc.
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Eisler Capital Management Ltd.
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
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Worth Financial Advisory Group, LLC
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Solstein Capital, LLC
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
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YOKE - EA Series Trust - Yoke Core ETF
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Retirement Planning Group
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Westchester Capital Management, LLC
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Alpine Bank Wealth Management
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
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CoreFirst Bank & Trust
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Pathstone Holdings, LLC
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John G Ullman & Associates Inc
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Athena Investment Management
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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Coldstream Capital Management Inc
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ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
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Cyndeo Wealth Partners, LLC
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Vident Advisory, LLC
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High Note Wealth, LLC
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Synovus Financial Corp
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Royal London Asset Management Ltd
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
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Townsend Asset Management Corp /nc/ /adv
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California Public Employees Retirement System
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Jfs Wealth Advisors, Llc
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