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Capital A Wealth Management, LLC
|
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|
Tranquility Partners, LLC
|
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|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
|
Global Retirement Partners, LLC
|
|
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|
|
Argent Advisors, Inc.
|
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|
Grandfield & Dodd, Llc
|
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Castellan Group, LLC
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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Cito Capital Group, LLC
|
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UBS Group AG
|
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Whittier Trust Co Of Nevada Inc
|
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Resources Management Corp /ct/ /adv
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
|
1858 Wealth Management, Llc
|
|
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|
Jackson Real Assets Fund
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
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|
|
Welch & Forbes Llc
|
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|
|
Hopwood Financial Services, Inc.
|
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|
Trueblood Wealth Management, LLC
|
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|
Great Lakes Retirement, Inc.
|
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Altman Advisors, Inc.
|
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Covenant Asset Management, LLC
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|
Berger Financial Group, Inc
|
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Hemington Wealth Management
|
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|
Savvy Advisors, Inc.
|
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Campbell Deegan Wealth Management, LLC
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
Godshalk Welsh Capital Management, Inc.
|
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Smithfield Trust Co
|
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Mattern Wealth Management LLC
|
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Assenagon Asset Management S.A.
|
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Taurus Asset Management, Llc
|
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West Michigan Advisors, Llc
|
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Brick & Kyle, Associates
|
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Fingerlakes Wealth Management, Inc.
|
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Aristotle Atlantic Partners, Llc
|
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|
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Legacy Financial Strategies, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
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|
Excalibur Management Corp
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Wealthcare Advisory Partners LLC
|
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Inscription Capital, LLC
|
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
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|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
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|
Connable Office Inc
|
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|
Van Hulzen Asset Management, LLC
|
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|
Claro Advisors LLC
|
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|
Vivaldi Capital Management, LLC
|
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One + One Wealth Management, Llc
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
|
Principal Securities, Inc.
|
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|
|
OMERS ADMINISTRATION Corp
|
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TCG Advisory Services, LLC
|
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|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Roxbury Financial LLC
|
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|
Mayport, Llc
|
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|
Ameriflex Group, Inc.
|
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|
Valmark Advisers, Inc.
|
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|
Pavion Blue Capital, LLC
|
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|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
Zullo Investment Group, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Meridian Financial, LLC
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
|
|
|
|
Delta Global Management LP
|
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|
Evexia Wealth Llc
|
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|
|
Prossimo Advisors, LLC
|
|
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|
|
Wealth Advisors of Tampa Bay, LLC
|
|
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|
|
Soundwatch Capital LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
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|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Decade Renewable Partners Lp
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Notis-McConarty Edward
|
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Versant Capital Management, Inc
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Apriem Advisors
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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Dnca Finance
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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RFG - Bristol Wealth Advisors, LLC
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M. Kraus & Co
|
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BKM Wealth Management, LLC
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Thrivent Financial For Lutherans
|
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Steward Partners Investment Advisory, Llc
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CVA Family Office, LLC
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Financial Freedom, LLC
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Trexquant Investment LP
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Advyzon Investment Management, LLC
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Live Oak Investment Partners
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Binnacle Investments Inc
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TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
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Credential Qtrade Securities Inc.
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Marietta Wealth Management, LLC
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LWM Advisory Services, LLC
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National Bank Of Canada /fi/
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Luminist Capital LLC
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WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
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Red Tortoise LLC
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Vestor Capital, Llc
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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BCS Wealth Management
|
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Shelton Capital Management
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
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Optas, LLC
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Aull & Monroe Investment Management Corp
|
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Harbor Asset Planning, Inc.
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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Financial Engines Advisors L.L.C.
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Maseco Llp
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Mmbg Investment Advisors Co.
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Traynor Capital Management, Inc.
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Millstone Evans Group, LLC
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Atlantic Private Wealth, LLC
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Ossiam
|
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Kornitzer Capital Management Inc /ks
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Beech Hill Advisors, Inc.
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Legacy Investment Solutions, LLC
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Regatta Capital Group, Llc
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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Atwood & Palmer Inc
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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Carl P. Sherr & Co., LLC
|
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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Arcadia Investment Management Corp/mi
|
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Adell Harriman & Carpenter Inc
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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Ransom Advisory, Ltd
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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Oregon Public Employees Retirement Fund
|
|
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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Azimuth Capital Investment Management LLC
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
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Nvwm, Llc
|
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CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
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Cullen/frost Bankers, Inc.
|
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Voya Prime Rate Trust
|
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Bessemer Group Inc
|
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Harwood Advisory Group, LLC
|
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
Premier Fund Managers Ltd
|
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Moody National Bank Trust Division
|
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Level Four Advisory Services, Llc
|
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Vanguard Group Inc
|
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Seeds Investor Llc
|
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Sage Advisors, Llc
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
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|
Global Strategic Investment Solutions, LLC
|
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Rithm Capital Corp.
|
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NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
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|
Tandem Investment Advisors, Inc.
|
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|
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|
Hudson Valley Investment Advisors Inc /adv
|
|
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|
|
Savoie Capital LLC
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
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|
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|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Alamea Verwaltungs GmbH
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
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Fortress Financial Solutions, LLC
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Cypress Capital Group
|
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|
Chilton Investment Co Llc
|
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|
Ocean Capital Management, LLC
|
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|
Ridgewood Investments LLC
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
Rathbone Brothers plc
|
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|
Amalgamated Bank
|
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|
Accel Wealth Management
|
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|
Haverford Trust Co
|
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|
North Ridge Wealth Advisors, 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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|
Waters Parkerson & Co., Llc
|
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|
Breakwater Investment Management
|
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|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
Keb Asset Management, Llc
|
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|
Amica Mutual Insurance Co
|
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|
Bleakley Financial Group, LLC
|
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|
Rothschild Investment Llc
|
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|
Poehling Capital Management, LLC
|
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|
Morton Brown Family Wealth, LLC
|
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|
Horan Capital Advisors, LLC.
|
|
|
|
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|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
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|
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|
Ullmann Financial Group, Inc.
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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|
|
XML Financial, LLC
|
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|
CIBC Private Wealth Group, LLC
|
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|
Mv Capital Management, Inc.
|
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Principle Wealth Partners Llc
|
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JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
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|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
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|
Fourth Dimension Wealth, LLC
|
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|
Grimes & Company, Inc.
|
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BigSur Wealth Management LLC
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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Whipplewood Advisors, LLC
|
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Scotia Capital Inc.
|
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Advocate Group Llc
|
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Atticus Wealth Management, Llc
|
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Roberts Wealth Advisors, LLC
|
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|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
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|
Correct Capital Wealth Management
|
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|
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|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
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|
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|
Vantage Investment Partners, LLC
|
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|
Copley Financial Group, Inc.
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
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|
Paradigm Asset Management Co Llc
|
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Candriam Luxembourg S.C.A.
|
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Sheaff Brock Investment Advisors, LLC
|
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|
Acadian Asset Management Llc
|
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|
Mach-1 Financial Group, Inc.
|
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Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
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|
Acorn Wealth Advisors, LLC
|
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|
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|
MidWestOne Financial Group, Inc.
|
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|
Employees Retirement System of Texas
|
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
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|
Moseley Investment Management Inc
|
|
|
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|
Castle Wealth Management Llc
|
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|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
Trium Capital LLP
|
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|
Gouws Capital LLC
|
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|
TD Capital Management LLC
|
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|
Jackson Square Capital, Llc
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
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|
American National Bank
|
|
|
|
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|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
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|
Clifford Swan Investment Counsel Llc
|
|
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|
1832 Asset Management L.P.
|
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|
Twin Tree Management, LP
|
|
|
|
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|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Tortoise Essential Assets Income Term Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
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GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
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|
Shepherd Financial Partners LLC
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Vista Investment Partners Ii, Llc
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SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Evoke Wealth, Llc
|
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Meridian Wealth Advisors, LLC
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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Phoenix Wealth Advisors
|
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First Fiduciary Investment Counsel, Inc.
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Wellington Management Group Llp
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Resurgent Financial Advisors LLC
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Naples Global Advisors, Llc
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Bridgewealth Advisory Group, LLC
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Moors & Cabot, Inc.
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BluePath Capital Management, LLC
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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Ipsen Advisor Group LLC
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Fort Washington Investment Advisors Inc /oh/
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Delta Financial Group, Inc.
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Heritage Financial Services, LLC
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HighMark Wealth Management LLC
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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Astoria Portfolio Advisors LLC.
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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Intrepid Capital Management Inc
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Enhancing Capital LLC
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Syon Capital Llc
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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Delaney Dennis R
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M&t Bank Corp
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Barrett & Company, Inc.
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Torno Capital, Llc
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ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
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Greater Midwest Financial Group, LLC
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Farrow Financial Inc.
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Firestone Capital Management
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ExodusPoint Capital Management, LP
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Carnegie Capital Asset Management, LLC
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Cwm, Llc
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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
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Nuveen, LLC
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Centurion Wealth Management LLC
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Quotient Wealth Partners, LLC
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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TigerOak Management, L.L.C.
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FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
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Revolve Wealth Partners, LLC
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Corbyn Investment Management Inc/md
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CI Private Wealth, LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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REAP Financial Group, LLC
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Burke & Herbert Bank & Trust Co
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Victory Financial Group, Llc
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Schulhoff & Co Inc
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Kessler Investment Group, LLC
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Tortoise Investment Management, LLC
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Summit Trail Advisors, Llc
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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ARS Wealth Advisors Group, LLC
|
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Everence Capital Management Inc
|
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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Sentinel Pension Advisors Inc
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Mb, Levis & Associates, Llc
|
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Select Asset Management & Trust
|
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Wealth Management Associates, Inc.
|
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Foundations Investment Advisors, LLC
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Summitry Llc
|
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Hilltop National Bank
|
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Congress Wealth Management LLC / DE /
|
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PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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|
Connecticut Wealth Management, LLC
|
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Financial Advisory Partners, Llc
|
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Red Cedar Investment Management, Llc
|
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|
Renasant Bank
|
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|
American Capital Advisory, LLC
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
GDS Wealth Management
|
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|
Wealth Effects Llc
|
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Pacitti Group Inc.
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
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|
Los Angeles Capital Management Llc
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Hibernia Wealth Partners, LLC
|
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|
Argus Investors' Counsel, Inc.
|
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|
Central Pacific Bank - Trust Division
|
|
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|
Verdence Capital Advisors LLC
|
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|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
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|
|
Kinloch Capital, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Dean Investment Associates, Llc
|
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|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Jag Capital Management, Llc
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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Kcm Investment Advisors Llc
|
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Cincinnati Insurance Co
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Invesco Ltd.
|
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Calton & Associates, Inc.
|
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Mirador Capital Partners LP
|
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Savant Capital, LLC
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Capital Asset Advisory Services LLC
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Putnam Fl Investment Management Co
|
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Croban
|
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|
Activest Wealth Management
|
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Private Wealth Partners, LLC
|
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Slocum, Gordon & Co LLP
|
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Bank Of America Corp /de/
|
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Guggenheim Capital Llc
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Private Wealth Asset Management, LLC
|
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|
S.A. Mason LLC
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Burling Wealth Partners, Llc
|
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D'Orazio & Associates, Inc.
|
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Elgethun Capital Management
|
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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Guinness Atkinson Asset Management Inc
|
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VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
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|
Maple Capital Management, Inc.
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Simplex Trading, Llc
|
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Portland Global Advisors LLC
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Trust Co of the South
|
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Wealth Alliance Advisory Group, LLC
|
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|
Monetary Management Group Inc
|
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Addison Advisors LLC
|
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Grant/GrossMendelsohn, LLC
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
Napatree Capital Llc
|
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|
Caitong International Asset Management Co., Ltd
|
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Sciencast Management LP
|
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Rhumbline Advisers
|
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Sabal Trust CO
|
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Zwj Investment Counsel Inc
|
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GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
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Bridges Investment Management Inc
|
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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|
CAPROCK Group, Inc.
|
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GoalFusion Wealth Management, LLC
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Ausdal Financial Partners, Inc.
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Puff Wealth Management, Llc
|
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Silverlake Wealth Management Llc
|
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Community Financial Services Group, LLC
|
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Wedmont Private Capital
|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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|
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|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
Citizens & Northern Corp
|
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|
ProShare Advisors LLC
|
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Us Bancorp \de\
|
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|
Holos Integrated Wealth LLC
|
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|
J.Safra Asset Management Corp
|
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|
Cloverfields Capital Group, Lp
|
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|
Quantum Private Wealth, LLC
|
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|
GQG Partners LLC
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
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|
Ostrum Asset Management
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
Treasurer of the State of North Carolina
|
|
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|
PARK CIRCLE Co
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
FourThought Financial Partners, LLC
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
RNWZ - Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Asset Management Advisors, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Lummis Asset Management, LP
|
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Hallmark Capital Management Inc
|
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|
Northwest & Ethical Investments L.P.
|
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|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
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|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
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|
Berkeley Capital Partners, LLC
|
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|
PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
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|
Rogco, Lp
|
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Hazlett, Burt & Watson, Inc.
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|
Aviva Plc
|
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
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|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
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|
Beaird Harris Wealth Management, LLC
|
|
|
|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
Dock Street Asset Management Inc
|
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Paradigm Financial Partners, Llc
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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Marion Wealth Management
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Inherent Management Corp.
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
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|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
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|
Brookfield Real Assets Income Fund Inc.
|
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Delta Financial Advisors Llc
|
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HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
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|
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|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
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Florida Financial Advisors, Llc
|
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Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
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|
Mountain Capital Investment Advisors, Inc
|
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|
Gables Capital Management Inc.
|
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Alteri Wealth LLC
|
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My Legacy Advisors, LLC
|
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Fiduciary Trust Co
|
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
Private Trust Co Na
|
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|
Congress Asset Management Co /ma
|
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MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
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|
|
|
|
National Asset Management, Inc.
|
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|
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|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
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|
Miller Howard Investments Inc /ny
|
|
|
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|
Trail Ridge Investment Advisors, LLC
|
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
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|
Bfsg, Llc
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
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|
Guyasuta Investment Advisors Inc
|
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|
Trust Co
|
|
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|
Barnes Pettey Financial Advisors, Llc
|
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|
BOK Financial Private Wealth, Inc.
|
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Aaron Wealth Advisors LLC
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
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Df Dent & Co Inc
|
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Osher Van de Voorde Investment Management
|
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Atlas Brown,Inc.
|
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Uniting Wealth Partners, LLC
|
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Vigilare Wealth Management
|
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|
Tradition Wealth Management, LLC
|
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|
Fifth Third Bancorp
|
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|
Segall Bryant & Hamill, Llc
|
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|
Concurrent Investment Advisors, LLC
|
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|
|
Evelyn Partners Investment Management LLP
|
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|
First Merchants Corp
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
|
|
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|
|
Cape Investment Advisory, Inc.
|
|
|
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|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
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|
|
Walleye Capital LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
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|
|
New World Advisors LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
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|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Onefund, Llc
|
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|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Bard Associates Inc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
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Wetherby Asset Management Inc
|
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CJM Wealth Advisers, Ltd.
|
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Rosenberg Matthew Hamilton
|
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Strategy Asset Managers Llc
|
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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|
Signal Advisors Wealth, LLC
|
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Jfs Wealth Advisors, Llc
|
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First Western Trust Bank
|
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GLOBALT Investments LLC / GA
|
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Mill Capital Management, LLC
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Impact Capital Partners LLC
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Ameritas Investment Partners, Inc.
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
Nbc Securities, Inc.
|
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Dearborn Partners Llc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Souders Financial Advisors
|
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Hayek Kallen Investment Management
|
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|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
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|
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|
Advisor OS, LLC
|
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|
Garde Capital, Inc.
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Wsfs Capital Management, Llc
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Broyhill Asset Management
|
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RiverFront Investment Group, LLC
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HighTower Advisors, LLC
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Keynote Financial Services Llc
|
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CPA Asset Management LLC
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Fmr Llc
|
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A. D. Beadell Investment Counsel, Inc.
|
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Cibc World Markets Corp
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
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|
Procyon Private Wealth Partners, LLC
|
|
|
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|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
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Quest Partners LLC
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Macquarie Group Ltd
|
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Slagle Financial, LLC
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
Brian Low Financial Group, Llc
|
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Eaton Vance Tax Advantaged Dividend Income Fund
|
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|
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|
|
Tredje AP-fonden
|
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|
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|
Lowe Wealth Advisors, LLC
|
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Partnership Wealth Management, LLC
|
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MJT & Associates Financial Advisory Group, Inc.
|
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|
Koss-Olinger Consulting, LLC
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
|
|
Logan Capital Management Inc
|
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Waldron Private Wealth LLC
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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|
PFW Advisors LLC
|
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|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
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|
Drucker Wealth 3.0, LLC
|
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|
Smith Chas P & Associates Pa Cpas
|
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Cornerstone Total Return Fund Inc
|
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|
Elevation Series Trust - The Opal Dividend Income ETF
|
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Essex LLC
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YANKCOM Partnership
|
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|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
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|
Garrett Investment Advisors LLC
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Qtron Investments LLC
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|
Bailard, Inc.
|
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Americana Partners, LLC
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Opus Capital Group, LLC
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M Holdings Securities, Inc.
|
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Morey & Quinn Wealth Partners, LLC
|
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|
Trust Co Of Oklahoma
|
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|
Key Client Fiduciary Advisors, LLC
|
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|
MGB Wealth Management, LLC
|
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|
Brandywine Trust Co
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
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|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
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|
Hurlow Wealth Management Group, Inc.
|
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|
BlackRock ESG Capital Allocation Trust
|
|
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
Clearbridge Investments, LLC
|
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|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
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|
|
New Age Alpha Advisors, LLC
|
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|
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|
Sage Private Wealth Group, Llc
|
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|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
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|
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|
Intellus Advisors LLC
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
VEOIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Global Environmental Opportunities Stock Fund Investor Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
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|
Eldridge Investment Advisors, Inc.
|
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|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
BlackBarn Capital Partners LP
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
IEYAX - IVY FUNDS - Ivy Energy Fund Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
USCF Advisers LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
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|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
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|
|
|
|
1248 Management, LLC
|
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|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
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|
|
Farmers & Merchants Trust Co of Long Beach
|
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|
|
Wealth Alliance
|
|
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|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
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|
|
FMA Wealth Management, LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
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|
|
Qube Research & Technologies Ltd
|
|
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|
|
Bedel Financial Consulting, Inc.
|
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|
|
|
Nova R Wealth, Inc.
|
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|
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|
|
Eqis Capital Management, Inc.
|
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|
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|
|
Wolverine Trading, Llc
|
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|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
RWC Asset Management LLP
|
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|
|
|
|
Nicholas Company, Inc.
|
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|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
Cincinnati Specialty Underwriters Insurance CO
|
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|
Wolverine Asset Management Llc
|
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Patron Partners Advisors, Llc
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Cullen Capital Management, LLC
|
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ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
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|
Elyxium Wealth, LLC
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
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|
Schnieders Capital Management Llc
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
Evermay Wealth Management Llc
|
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|
Advisory Alpha, LLC
|
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|
Southeast Asset Advisors Inc.
|
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Clear Street Markets Llc
|
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Lawson Kroeker Investment Management Inc/ne
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Dagco, Inc.
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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|
Crumly & Associates Inc.
|
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|
Asset Planning,Inc
|
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Pathway Financial Advisers, LLC
|
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|
Kozak & Associates, Inc.
|
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Jefferies Financial Group Inc.
|
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James Investment Research Inc
|
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|
Parr Mcknight Wealth Management Group, Llc
|
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|
Cromwell Holdings LLC
|
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|
Conscious Wealth Investments, Llc
|
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|
Kesler, Norman & Wride, LLC
|
|
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|
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|
Checchi Capital Advisers, LLC
|
|
|
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|
First County Bank /CT/
|
|
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|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
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|
|
Clarius Group, LLC
|
|
|
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|
|
Lantz Financial LLC
|
|
|
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|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
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|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
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|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
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|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Versus Capital Infrastructure Income Fund
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Electron Capital Partners, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Brookfield Asset Management Inc.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
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Itau Unibanco Holding S.A.
|
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Mitsubishi UFJ Trust & Banking Corp
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Hunter Associates Investment Management Llc
|
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|
DAVENPORT & Co LLC
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
W Advisors, Llc
|
|
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|
Winch Advisory Services, LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Mountain Hill Investment Partners Corp.
|
|
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|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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|
Prospera Capital Management, LLC
|
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|
Meridian Wealth Management, LLC
|
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|
Hixon Zuercher, LLC
|
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|
Carderock Capital Management Inc
|
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|
Sumitomo Life Insurance Co
|
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Pin Oak Investment Advisors Inc
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Avantax Planning Partners, Inc.
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Cynosure Management, Llc
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Clear Creek Financial Management, LLC
|
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Plancorp, LLC
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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|
YHB Investment Advisors, Inc.
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AE Wealth Management LLC
|
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SPC Financial, Inc.
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Royal London Asset Management Ltd
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Ci Investments Inc.
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Howard Hughes Medical Institute
|
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Wd Rutherford Llc
|
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Argent Capital Management Llc
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Summit Global Investments
|
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|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Oppenheimer Asset Management Inc.
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Caisse Des Depots Et Consignations
|
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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Stephens Inc /ar/
|
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Sentry Investment Management Llc
|
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PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Patten & Patten Inc/tn
|
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City State Bank
|
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Commonwealth Equity Services, Llc
|
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Toroso Investments, LLC
|
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Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
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|
Davies Financial Advisors, Inc.
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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|
Two Sigma Advisers, Lp
|
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|
Marcum Wealth, LLC
|
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L2 Asset Management, LLC
|
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Ferguson Wellman Capital Management, Inc
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Aspiriant, Llc
|
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Axxcess Wealth Management, Llc
|
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Nadler Financial Group, Inc.
|
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Clay Northam Wealth Management, LLC
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
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|
Ameritas Advisory Services, LLC
|
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|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Herzfeld Caribbean Basin Fund Inc
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
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|
Atria Investments Llc
|
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|
Nvest Financial, LLC
|
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Voya Investment Management Llc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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|
Stonebrook Private Inc.
|
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EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares
|
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|
Alpha Financial Partners, LLC
|
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|
|
RFG Advisory, LLC
|
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|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
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|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
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|
Pinnacle Family Advisors, LLC
|
|
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|
Signature Estate & Investment Advisors Llc
|
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|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
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|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Quilter Plc
|
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Vista Investment Partners Llc
|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
|
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|
Leavell Investment Management, Inc.
|
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|
CENTRAL TRUST Co
|
|
|
|
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|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
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|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
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|
|
Utah Retirement Systems
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Callan Family Office, LLC
|
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|
|
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|
Second Line Capital, LLC
|
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Natural Investments, Llc
|
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Westpac Banking Corp
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|
Godsey & Gibb Associates
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Bender Robert & Associates
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|
Aviance Capital Partners, LLC
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|
HORAN Wealth, LLC
|
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Estabrook Capital Management
|
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IFM Investors Pty Ltd
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
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|
|
Deprince Race & Zollo Inc
|
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|
Rafferty Asset Management, LLC
|
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|
Harbour Investments, Inc.
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
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|
Opal Wealth Advisors, LLC
|
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|
Csenge Advisory Group
|
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PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
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|
Keybank National Association/oh
|
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Baldwin Brothers Inc/ma
|
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Certified Advisory Corp
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PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
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|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Washington Trust Advisors, Inc.
|
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Robbins Farley Llc
|
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Fundamentun, Llc
|
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Wills Financial Group LLC
|
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Farmers National Bank
|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
Pandora Wealth, Inc.
|
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Argent Trust Co
|
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King Wealth
|
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
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|
Pinnacle Wealth Management Group, Inc.
|
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|
Aureus Asset Management, LLC
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
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|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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|
Robinson Smith Wealth Advisors Llc
|
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|
Hudock, Inc.
|
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|
Towercrest Capital Management
|
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|
Quaker Wealth Management, LLC
|
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|
Wellington Shields & Co., LLC
|
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|
Tilia Fiduciary Partners, Inc.
|
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|
Fsb Premier Wealth Management, Inc.
|
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|
Berry Wealth Group, LP
|
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|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
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|
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|
Renaissance Investment Group LLC
|
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|
Eads & Heald Wealth Management
|
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|
Tompkins Financial Corp
|
|
|
|
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|
Byrne Asset Management LLC
|
|
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|
White Pine Investment CO
|
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|
Roanoke Asset Management Corp/ Ny
|
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|
Longfellow Investment Management Co Llc
|
|
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|
Alhambra Investment Partners LLC
|
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|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
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|
Bank Of Hawaii
|
|
|
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|
Key FInancial Inc
|
|
|
|
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|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
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|
|
Searle & Co.
|
|
|
|
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|
Ninety One North America, Inc.
|
|
|
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|
|
Everpar Advisors Llc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
SMOG - VanEck Vectors ETF Trust - VanEck Vectors Low Carbon Energy ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
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JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
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|
|
|
Iyo Bank, Ltd.
|
|
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|
Center for Financial Planning, Inc.
|
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Covea Finance
|
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|
Barclays Plc
|
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|
Forte Capital Llc /adv
|
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|
Northwest Bancshares, Inc.
|
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|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
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|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
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|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
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|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
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|
Ritholtz Wealth Management
|
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|
Cozad Asset Management Inc
|
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|
PFS Partners, LLC
|
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|
Atomi Financial Group, Inc.
|
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|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
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|
Legacy CG, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
|
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|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
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|
Perpetual Ltd
|
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|
Marble Harbor Investment Counsel, LLC
|
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|
Capital Analysts, Inc.
|
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Kuhn & Co Investment Counsel
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Oxford Financial Group Ltd
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
Highland Capital Management, Llc
|
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|
Nuveen Core Equity Alpha Fund
|
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|
MEMBERS Trust Co
|
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WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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|
Creative Planning
|
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Mechanics Financial Corp
|
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University Of Texas/texas Am Investment Managment Co
|
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Edgemoor Investment Advisors, Inc.
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Hennessy Advisors Inc
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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|
First Financial Bankshares Inc
|
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|
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|
Brown Miller Wealth Management, LLC
|
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Capital International Inc /ca/
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Franklin Universal Trust
|
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Isthmus Partners, Llc
|
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Zions Bancorporation, National Association /ut/
|
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Signature Wealth Management Group
|
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|
Glen Eagle Advisors, LLC
|
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|
Sunbelt Securities, Inc.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
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|
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|
TruNorth Capital Management, LLC
|
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|
Elser Financial Planning, Inc
|
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SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
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|
Koshinski Asset Management, Inc.
|
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|
Geode Capital Management, Llc
|
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Davis Capital Management
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
NovaPoint Capital, LLC
|
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|
Southland Equity Partners LLC
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
BLB&B Advisors, LLC
|
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|
Cohen Klingenstein LLC
|
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|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
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|
|
Mitchell Capital Management Co
|
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|
|
Armstrong, Fleming & Moore, Inc
|
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|
|
American Investment Services, Inc.
|
|
|
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|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Amplify Investments, Llc
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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D L Carlson Investment Group Inc
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Agp Franklin, Llc
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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|
Kavar Capital Partners Group, Llc
|
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Aptus Capital Advisors, LLC
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AlphaCore Capital LLC
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Equitable Holdings, Inc.
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Cushing Asset Management, Lp
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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Quadcap Wealth Management, LLC
|
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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Groupe la Francaise
|
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BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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OMNI 360 Wealth, Inc.
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GAM Holding AG
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Investment House Llc
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Silicon Valley Capital Partners
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Scholtz & Company, Llc
|
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Middleton & Co Inc/ma
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Bestgate Wealth Advisors, LLC
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Kovack Advisors, Inc.
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Agf Management Ltd
|
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Kingswood Wealth Advisors, Llc
|
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Morgan Stanley
|
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LOM Asset Management Ltd
|
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Bellevue Asset Management, Llc
|
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TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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HHM Wealth Advisors, LLC
|
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United Capital Financial Advisers, Llc
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
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|
Court Place Advisors, LLC
|
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International Private Wealth Advisors LLC
|
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Quarry LP
|
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Bayesian Capital Management, LP
|
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Bensler, LLC
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Signaturefd, Llc
|
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First National Corp /ma/ /adv
|
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Crew Capital Management, Ltd.
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FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
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GSB Wealth Management, LLC
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
TriaGen Wealth Management LLC
|
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Somerset Group LLC
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Hardy Reed LLC
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Massachusetts Financial Services Co /ma/
|
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River Street Advisors LLC
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Yaupon Capital Management LP
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Stenger Family Office, LLC
|
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Stillwater Wealth Management Group
|
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Telos Capital Management, Inc.
|
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Core Wealth Management, Inc.
|
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Thompson Siegel & Walmsley Llc
|
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RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
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NWF Advisory Services Inc.
|
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Exchange Bank
|
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Jmac Enterprises Llc
|
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Fairscale Capital, LLC
|
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Redwood Park Advisors LLC
|
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|
Public Employees Retirement Association Of Colorado
|
|
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|
CoreCap Advisors, LLC
|
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
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|
|
Wealth Dimensions Group, Ltd.
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
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|
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|
Nicola Wealth Management Ltd.
|
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|
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|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
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|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Shaolin Capital Management LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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|
Crews Bank & Trust
|
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|
Chapin Davis, Inc.
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Fiduciary Group LLC
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|
Wbh Advisory Inc
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|
Somerville Kurt F
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Norges Bank
|
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|
Hohimer Wealth Management, Llc
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
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|
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|
Spirit Of America Management Corp/ny
|
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|
Advisory Services Network, LLC
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|
Palisade Capital Management Llc/nj
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|
HFR Wealth Management, LLC
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|
Icon Advisers Inc/co
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|
New York Life Investment Management Llc
|
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HFM Investment Advisors, LLC
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|
Worth Financial Advisory Group, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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|
Tiaa Trust, National Association
|
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Ironwood Investment Counsel, LLC
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Creekside Partners
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Cardinal Capital Management, Inc.
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Warwick Investment Management, Inc.
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Landscape Capital Management, L.l.c.
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Centric Wealth Management
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SYM FINANCIAL Corp
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Groupama Asset Managment
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Mcdaniel Terry & Co
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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GSG Advisors LLC
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Austin Wealth Management, LLC
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Krilogy Financial LLC
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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Deutsche Bank Ag\
|
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XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Verity & Verity, LLC
|
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Deseret Mutual Benefit Administrators
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
Cary Street Partner Investment Advisory Llc
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Tortoise Energy Infrastructure Corp
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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Noesis Capital Mangement Corp
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Norden Group Llc
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Triglav Skladi, D.o.o.
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Dynamic Technology Lab Private Ltd
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Griffin Asset Management, Inc.
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CBIZ Investment Advisory Services, LLC
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HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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Bmc Fund Inc
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Fidelis Capital Partners, LLC
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Cedar Wealth Management, LLC
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Regions Financial Corp
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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HighPoint Advisor Group LLC
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City Holding Co
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Raleigh Capital Management Inc.
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Demars Financial Group, LLC
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Dohj, Llc
|
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Luts & Greenleigh Group, Inc
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USS Investment Management Ltd
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Fortitude Advisory Group L.L.C.
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Sittner & Nelson, Llc
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Bearing Point Capital, Llc
|
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Caption Management, LLC
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|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
First American Trust, Fsb
|
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|
Intech Investment Management Llc
|
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|
Gen-Wealth Partners Inc
|
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|
Cornerstone Wealth Management, LLC
|
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|
Financial Enhancement Group LLC
|
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|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
Meritage Portfolio Management
|
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|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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|
Power Wealth Management Llc
|
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|
Ameriprise Financial Inc
|
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|
Archford Capital Strategies, LLC
|
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|
Capital Research Global Investors
|
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|
Transce3nd, LLC
|
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|
Crawford Investment Counsel Inc
|
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|
Destination Wealth Management
|
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|
|
Sowell Financial Services LLC
|
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|
|
Bell Investment Advisors, Inc
|
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|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
|
Foster Group, Inc.
|
|
|
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|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
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|
|
Solstein Capital, LLC
|
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|
|
Mattern Capital Management, Llc
|
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|
TD Waterhouse Canada Inc.
|
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
|
Calamos Advisors LLC
|
|
|
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|
|
Harrell Investment Partners, Llc
|
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|
|
Chicago Partners Investment Group LLC
|
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|
|
CNB Bank
|
|
|
|
|
|
TFC Financial Management
|
|
|
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|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
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|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Vennlight Capital Management, LP
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
ZSC - USCF ETF Trust - USCF Sustainable Commodity Strategy Fund
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
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|
Gladstone Institutional Advisory LLC
|
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|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
|
|
MONECO Advisors, LLC
|
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|
Glenview Trust Co
|
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Hsbc Holdings Plc
|
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Profunds - Profund Vp Ultrabull
|
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Richard Bernstein Advisors LLC
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Creekmur Asset Management LLC
|
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Center For Asset Management LLC
|
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Glenmede Trust Co Na
|
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|
Howard Capital Management Inc.
|
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|
Kempen Capital Management N.v.
|
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|
Fifth Third Wealth Advisors LLC
|
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|
LM Advisors LLC
|
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|
Farmers Trust Co
|
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|
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FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
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|
Copeland Capital Management, LLC
|
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Graypoint LLC
|
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Canada Post Corp Registered Pension Plan
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Stephens Consulting, LLC
|
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Signature Wealth Management Partners, LLC
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
PFG Advisors
|
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ZAP - Global X Funds - Global X U.S. Electrification ETF
|
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Norway Savings Bank
|
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Integrity Wealth Solutions LLC
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
Bedell Frazier Investment Counseling, LLC
|
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Socorro Asset Management LP
|
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Community Trust & Investment Co
|
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Busey Wealth Management
|
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GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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Jacobi Capital Management LLC
|
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Sig Brokerage, Lp
|
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Trust Co Of Vermont
|
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
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|
Seacrest Wealth Management, Llc
|
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Bristlecone Advisors, LLC
|
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McAdam, LLC
|
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Coldstream Capital Management Inc
|
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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|
1620 Investment Advisors, Inc.
|
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Summit X, LLC
|
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Park Place Capital Corp
|
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EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
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|
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|
PBMares Wealth Management LLC
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
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|
Alpine Total Dynamic Dividend Fund
|
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|
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|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
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|
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|
V-Square Quantitative Management LLC
|
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|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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|
Steigerwald, Gordon & Koch Inc.
|
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|
Northstar Advisory Group, LLC
|
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Caitlin John, LLC
|
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|
Crestwood Advisors Group LLC
|
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|
Mackenzie Financial Corp
|
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|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
|
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|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
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|
Asset Advisors Investment Management, LLC
|
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Grove Bank & Trust
|
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Landaas & Co /wi /adv
|
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|
Zevenbergen Capital Investments Llc
|
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|
Thrive Wealth Management, LLC
|
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Victory Capital Management Inc
|
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|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
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|
Atlas Private Wealth Advisors
|
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|
|
Sepio Capital, LP
|
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|
First National Bank Of Omaha
|
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|
Thompson Investment Management, Inc.
|
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|
American Trust Investment Advisors, LLC
|
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|
Watts Gwilliam & Co., LLC
|
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|
Manufacturers Life Insurance Company, The
|
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|
Pitcairn Co
|
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|
FSM Wealth Advisors, LLC
|
|
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|
Banque Cantonale Vaudoise
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
|
|
AlTi Global, Inc.
|
|
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|
|
Level Financial Advisors, Inc.
|
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|
Rodgers Brothers Inc.
|
|
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|
Integrated Advisors Network LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
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|
Bridgewater Advisors Inc.
|
|
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|
Mml Investors Services, Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Graham Capital Wealth Management, Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
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FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
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Captrust Financial Advisors
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Jackson Wealth Management, LLC
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C WorldWide Group Holding A/S
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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Heartland Bank & Trust Co
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Allen Capital Group, LLC
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Nomura Asset Management Co Ltd
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Harvest Fund Management Co., Ltd
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Westside Investment Management, Inc.
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Boreal Capital Management LLC
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Supplemental Annuity Collective Trust of NJ
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
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CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
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Account Management LLC
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
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SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
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Vision Financial Markets Llc
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
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Indiana Trust & Investment Management CO
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
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BSW Wealth Partners
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Duff & Phelps Investment Management Co
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Clark Capital Management Group, Inc.
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
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True Wealth Design, LLC
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Brown, Lisle/cummings, Inc.
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
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GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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Gf Fund Management Co. Ltd.
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Woodline Partners LP
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Montag A & Associates Inc
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Barlow Wealth Partners, Inc.
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Personal Cfo Solutions, Llc
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Vicus Capital
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Raelipskie Partnership
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Wealthfront Advisers Llc
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
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Callan Capital, LLC
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West Oak Capital, LLC
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Fishman Jay A Ltd/mi
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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Spectrum Wealth Advisory Group, LLC
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Pnc Financial Services Group, Inc.
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Cedar Point Capital Partners, LLC
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Bill Few Associates, Inc.
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Allworth Financial LP
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
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SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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Covenant Partners, LLC
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Front Row Advisors LLC
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Richardson Financial Services Inc.
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Public Sector Pension Investment Board
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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Willow Creek Wealth Management Inc.
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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Meridian Investment Counsel Inc.
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Frisch Financial Group, Inc.
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California Public Employees Retirement System
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Thoroughbred Financial Services, Llc
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APG Asset Management N.V.
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Gabelli Global Utility & Income Trust
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QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
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Pinnacle Wealth Planning Services, Inc.
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Wedbush Securities Inc
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Horizon Funds - Centre Global Infrastructure Fund Investor Class
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
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Park Avenue Securities Llc
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Mariner, LLC
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Cottonwood Capital Advisors, Llc
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Leslie Global Wealth, LLC
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Mirova US LLC
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Ubs Asset Management Americas Inc
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High Net Worth Advisory Group LLC
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Weaver Capital Management LLC
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Montgomery Investment Management Inc
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ORBA Wealth Advisors, L.L.C.
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
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NewSquare Capital LLC
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Mizuho Markets Americas Llc
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Wesbanco Bank Inc
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Cetera Trust Company, N.A
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Wolff Wiese Magana Llc
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
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Trust Point Inc.
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DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
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E Six Thirteen, Llc
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Total Investment Management Inc
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
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American Century Companies Inc
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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Aegon Asset Management Uk Plc
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Mesirow Financial Investment Management, Inc.
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Fielder Capital Group LLC
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Reliant Investment Partners, LLC
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White Knight Strategic Wealth Advisors, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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Orion Portfolio Solutions, LLC
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SCS Capital Management LLC
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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Joel Isaacson & Co., LLC
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Paces Ferry Wealth Advisors, Llc
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Bradley & Co. Private Wealth Management, LLC
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Proathlete Wealth Management Llc
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Mirabaud Asset Management Ltd
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Parallax Volatility Advisers, L.P.
|
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Warren Street Wealth Advisors, LLC
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Blueshift Asset Management, LLC
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EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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Gw Henssler & Associates Ltd
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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Master's Wealth Management Inc.
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Tidemark, LLC
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RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Fft Wealth Management Llc
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PGGM Investments
|
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Neumann Capital Management, LLC
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
Lowe Brockenbrough & Co Inc
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HB Wealth Management, LLC
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ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
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Gabelli Dividend & Income Trust
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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Laurel Wealth Advisors LLC
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Bridge Creek Capital Management LLC
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Wealth Management Partners, LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Hbk Investments L P
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Northstar Asset Management Llc
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF
|
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Titleist Asset Management, Llc
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FSA Advisors, Inc.
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Summit Wealth Group Llc / Co
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SageView Advisory Group, LLC
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Hancock Whitney Corp
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ETF Store, Inc.
|
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Berbice Capital Management LLC
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New Hampshire Trust
|
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Crowley Wealth Management, Inc.
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Archer Investment Corp
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Northern Trust Corp
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Assetmark, Inc
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Avantax Advisory Services, Inc.
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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Evercore Wealth Management, LLC
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Heritage Wealth Advisors
|
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MTM Investment Management, LLC
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Cohen Investment Advisors LLC
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Biltmore Family Office, LLC
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
Zacks Investment Management
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
ASR Vermogensbeheer N.V.
|
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|
JNBA Financial Advisors
|
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Clear Investment Research, Llc
|
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Spears Abacus Advisors LLC
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FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
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|
Saturna Capital CORP
|
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MKT Advisors LLC
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VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
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|
Fragasso Group Inc.
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
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Jaffetilchin Investment Partners, LLC
|
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Elwood & Goetz Wealth Advisory Group, LLC
|
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Hilltop Holdings Inc.
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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|
Bragg Financial Advisors, Inc
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Charles Schwab Investment Management Inc
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Kirtland Hills Capital Management, Llc
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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Alps Advisors Inc
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Palisade Asset Management, LLC
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Charter Oak Capital Management, LLC
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Tounjian Advisory Partners, Llc
|
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|
Flagship Harbor Advisors, Llc
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
Centerpoint Advisors, LLC
|
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Mosaic Family Wealth Partners, Llc
|
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Viking Fund Management Llc
|
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apricus wealth, LLC
|
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Forefront Analytics, LLC
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Pflug Koory, LLC
|
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United Community Bank
|
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|
Citigroup Inc
|
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|
Keebeck Wealth Management, LLC
|
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PYA Waltman Capital, LLC
|
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Morgan Dempsey Capital Management Llc
|
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SBI Securities Co., Ltd.
|
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Park Square Financial Group, LLC
|
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|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
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|
Guild Investment Management, Inc.
|
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Gradient Investments LLC
|
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|
First National Bank of Hutchinson
|
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|
Whittier Trust Co
|
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|
Baader Bank INC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
Wells Fargo Utilities & High Income Fund
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
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|
Umb Bank N A/mo
|
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|
HBK Sorce Advisory LLC
|
|
|
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|
CSM Advisors, LLC
|
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|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
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|
|
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|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
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|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
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|
Headinvest, Llc
|
|
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|
Tyche Wealth Partners LLC
|
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|
Rappaport Reiches Capital Management, LLC
|
|
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|
Northeast Investment Management
|
|
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|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
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|
First National Bank & Trust Co Of Newtown
|
|
|
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|
Jeppson Wealth Management, Llc
|
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Nordwand Advisors, LLC
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|
