|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
|
|
Fortis Advisors, LLC
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
Nadler Financial Group, Inc.
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
Werba Rubin Papier Wealth Management
|
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|
Zuckerman Investment Group, LLC
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|
Wellspring Financial Advisors, LLC
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|
Cubist Systematic Strategies, LLC
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|
Morse Asset Management, Inc
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PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Prime Capital Investment Advisors, LLC
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|
Brown Brothers Harriman & Co
|
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Team Financial Group, LLC
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Moody Aldrich Partners Llc
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Great West Life Assurance Co /can/
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Minot DeBlois Advisors LLC
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Kentucky Trust Co
|
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White Pine Capital Llc
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HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
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Janney Capital Management LLC
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Cullinan Associates Inc
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CALIFORNIA FIRST LEASING Corp
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TruNorth Capital Management, LLC
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Ofi Invest Asset Management
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
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|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
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Commerce Bank
|
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KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
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City State Bank
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Parisi Gray Wealth Management
|
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Providence First Trust Co
|
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MAVF - EA Series Trust - Matrix Advisors Value ETF
|
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Westwood Holdings Group Inc
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FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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Stonebridge Capital Advisors LLC
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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Sculati Wealth Management, LLC
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Financial Engines Advisors L.L.C.
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Evergreen Capital Management Llc
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Laidlaw Wealth Management LLC
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Woodline Partners LP
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Mirae Asset Global Investments Co., Ltd.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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O'shaughnessy Asset Management, Llc
|
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|
Principal Street Partners, LLC
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Neumann Capital Management, LLC
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Verus Capital Partners, Llc
|
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|
BSW Wealth Partners
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|
MainStreet Investment Advisors LLC
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Plancorp, LLC
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Calamos Wealth Management LLC
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VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
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|
Meritage Portfolio Management
|
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S&t Bank/pa
|
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EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
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|
Wall Street Access Asset Management, LLC
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Heritage Investors Management Corp
|
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|
Vanguard Group Inc
|
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
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|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
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|
Hennessy Advisors Inc
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Payden & Rygel
|
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|
Longfellow Investment Management Co Llc
|
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|
Assetmark, Inc
|
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|
Selway Asset Management
|
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|
Wallington Asset Management, LLC
|
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|
Southland Equity Partners LLC
|
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|
Parsons Capital Management Inc/ri
|
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|
Allworth Financial LP
|
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|
Howard Capital Management Inc.
|
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Personal Cfo Solutions, Llc
|
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|
GSIB - Themes ETF Trust - Themes Global Systemically Important Banks ETF
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
|
HCR Wealth Advisors
|
|
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|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
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|
Seven Mile Advisory
|
|
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|
Drive Wealth Management, Llc
|
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|
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|
Thoroughbred Financial Services, Llc
|
|
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|
|
Westbourne Investments, Inc.
|
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|
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|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
|
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|
American Assets Investment Management, LLC
|
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|
|
Bessemer Group Inc
|
|
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|
Duquesne Family Office LLC
|
|
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|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Verde Servicos Internacionais S.A.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Brooklands Fund Management Ltd
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
KBWB - Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
New York State Common Retirement Fund
|
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Gateway Wealth Partners, LLC
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LRI Investments, LLC
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Souders Financial Advisors
|
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Beacon Harbor Wealth Advisors, Inc.
|
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
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|
Abel Hall, LLC
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Northcape Wealth Management, Llc
|
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Prentice Wealth Management LLC
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Kmg Fiduciary Partners, Llc
|
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
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|
Oversea-Chinese Banking CORP Ltd
|
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BlackDiamond Wealth Management Inc.
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J. L. Bainbridge & Co., Inc.
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Csenge Advisory Group
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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Navis Wealth Advisors, LLC
|
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Tocqueville Asset Management L.p.
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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Coldstream Capital Management Inc
|
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Consolidated Investment Group LLC
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GPS Wealth Strategies Group, LLC
|
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TBH Global Asset Management, LLC
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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|
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|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
|
SRN Advisors, LLC
|
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Ellevest, Inc.
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Riggs Asset Managment Co. Inc.
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StoneX Group Inc.
|
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Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
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|
Union Savings Bank
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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AGH Wealth Advisors, LLC
|
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One Wealth Advisors, LLC
|
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Cookson Peirce & Co Inc
|
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Zions Bancorporation, National Association /ut/
|
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1620 Investment Advisors, Inc.
|
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Tradewinds Capital Management, LLC
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
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|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
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D. E. Shaw & Co., Inc.
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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|
Bank Of Hawaii
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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Advisory Alpha, LLC
|
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Intact Investment Management Inc.
|
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Artemis Investment Management LLP
|
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Genesee Capital Advisors, LLC
|
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New Age Alpha Advisors, LLC
|
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Aragon Global Management, LP
|
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|
|
|
Focused Wealth Management, Inc
|
|
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Bulltick Wealth Management, LLC
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
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|
Costello Asset Management, INC
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
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|
Colonial Trust Co / SC
|
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
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|
|
SPX Equities Gestao de Recursos Ltda
|
|
|
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|
|
Glenmede Trust Co Na
|
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
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|
|
Tairen Capital Ltd
|
|
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|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
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|
First Horizon Advisors, Inc.
|
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|
Copeland Capital Management, LLC
|
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City Holding Co
|
|
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|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
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|
|
Greenline Partners, LLC
|
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|
Marks Group Wealth Management, Inc
|
|
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|
Lazard Freres Gestion S.A.S.
|
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|
Nbc Securities, Inc.
|
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|
Capital Fund Management S.a.
|
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|
Argent Advisors, Inc.
|
|
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|
Parkside Financial Bank & Trust
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
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|
|
LOM Asset Management Ltd
|
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|
|
Tompkins Financial Corp
|
|
|
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|
Oxford Asset Management Llp
|
|
|
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|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
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ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class
|
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|
Global Financial Private Client, LLC
|
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|
Wallace Capital Management Inc.
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
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|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
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|
Atalanta Sosnoff Capital, Llc
|
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|
Marino, Stram & Associates Llc
|
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|
Lowe Wealth Advisors, LLC
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Cornerstone Planning Group LLC
|
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|
Old Second National Bank Of Aurora
|
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|
ProShare Advisors LLC
|
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|
Atomi Financial Group, Inc.
|
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|
ASB Consultores, LLC
|
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Francis Financial, Inc.
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Austin Private Wealth, LLC
|
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|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
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|
Jones Financial Companies Lllp
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Amundi
|
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|
Arizona State Retirement System
|
|
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Contravisory Investment Management, Inc.
|
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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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|
EdgeRock Capital LLC
|
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|
Earnest Partners Llc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
Prosperity Consulting Group, LLC
|
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|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Little House Capital Llc
|
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|
Johnson Financial Group, LLC
|
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|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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|
Welch Group, LLC
|
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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|
Capital Asset Advisory Services LLC
|
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|
CIBC World Markets Inc.
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
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|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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FSM Wealth Advisors, LLC
|
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1832 Asset Management L.P.
|
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Evelyn Partners Investment Management Services Ltd
|
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Greenleaf Trust
|
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Red Door Wealth Management, LLC
|
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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Capital International Ltd /ca/
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Goldman Sachs Group Inc
|
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|
Two Sigma Securities, Llc
|
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|
AlTi Global, Inc.
|
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Meiji Yasuda Life Insurance Co
|
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|
Crews Bank & Trust
|
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|
Strategic Planning Group, Llc
|
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Merit Financial Group, LLC
|
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|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
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|
Schonfeld Strategic Advisors LLC
|
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|
SYM FINANCIAL Corp
|
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|
Invictus Private Wealth, Llc
|
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|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
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|
Beck Bode, LLC
|
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|
Revolve Wealth Partners, LLC
|
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|
Romano Brothers And Company
|
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|
SFG Wealth Management, LLC.
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
Warren Averett Asset Management, LLC
|
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|
Apella Capital, LLC
|
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|
Cornerstone Wealth Group, LLC
|
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|
Garrett Wealth Advisory Group, LLC
|
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|
Alliance Wealth Advisors, LLC
|
|
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|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
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|
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|
BIP Wealth, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Eos Management, L.P.
|
|
|
|
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|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
AUERX - Unified Series Trust - Auer Growth Fund
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
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|
Fulton Breakefield Broenniman Llc
|
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|
Kingsman Wealth Management, Inc.
|
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Mount Yale Investment Advisors, LLC
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Dakota Wealth Management
|
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Fiduciary Trust Co
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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|
HBK Sorce Advisory LLC
|
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|
Barr E S & Co
|
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|
Citizens Financial Group Inc/ri
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Petros Family Wealth, LLC
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Northern Financial Advisors Inc
|
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Altshuler Shaham Ltd
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QVT Financial LP
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
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Utah Retirement Systems
|
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Sharp Financial Services, LLC
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Pines Wealth Management, LLC
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MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
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|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
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Prana Capital Management, LP
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
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Evoke Wealth, Llc
|
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Profit Investment Management, LLC
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DDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Dividend ETF
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Highview Capital Management LLC/DE/
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Diversify Wealth Management, Llc
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Bbr Partners, Llc
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Bard Financial Services, Inc.
|
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Lmp Capital & Income Fund Inc.
|
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Montecito Bank & Trust
|
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Robeco Institutional Asset Management B.V.
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Quest Partners LLC
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Wealthfront Advisers Llc
|
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Aft, Forsyth & Company, Inc.
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Bank Of America Corp /de/
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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Circle Wealth Management, LLC
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Kavar Capital Partners Group, Llc
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Fusion Capital, LLC
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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Banco Santander, S.A.
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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ABLE Financial Group, LLC
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Avidian Wealth Solutions, LLC
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American Capital Advisory, LLC
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
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Eukles Asset Management
|
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Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
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Summit Financial, LLC
|
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
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Aprio Wealth Management, LLC
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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Marest Capital, LLC
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CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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Bristlecone Advisors, LLC
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
Navalign, LLC
|
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Bank of New Hampshire
|
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Stock Yards Bank & Trust Co
|
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Wolff Wiese Magana Llc
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Gilliland Jeter Wealth Management LLC
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ORG Wealth Partners, LLC
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Bank Of Stockton
|
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|
Putnam Fl Investment Management Co
|
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Sandhill Capital Partners LLC
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Rehmann Capital Advisory Group
|
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Patron Partners Advisors, Llc
|
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|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
Octavia Wealth Advisors, LLC
|
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Capital Advisors Inc/ok
|
|
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IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
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|
Ibex Wealth Advisors
|
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|
Taurus Asset Management, Llc
|
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|
Crestwood Advisors Group LLC
|
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|
Ausdal Financial Partners, Inc.
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Cascade Investment Group, Inc.
|
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Future Fund LLC
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
|
Asset Planning,Inc
|
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|
Perkins Coie Trust Co
|
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|
Ubs Asset Management Americas Inc
|
|
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|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Greenhaven Associates Inc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
Huber Capital Management LLC
|
|
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MorganRosel Wealth Management, LLC
|
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44 Wealth Management Llc
|
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|
Brown, Lisle/cummings, Inc.
|
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|
First County Bank /CT/
|
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Perritt Capital Management Inc
|
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Michael S. Ryan, Inc.
|
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Commerzbank Aktiengesellschaft /fi
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
|
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|
Tradition Wealth Management, LLC
|
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|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
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|
Rnc Capital Management Llc
|
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|
RiverFront Investment Group, LLC
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|
Parkside Investments, LLC
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|
Mesirow Financial Investment Management, Inc.
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Ninepoint Partners LP
|
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Bay Capital Advisors, LLC
|
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|
180 Wealth Advisors, Llc
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Global Frontier Investments LLC
|
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|
Enclave Advisors LLC
|
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Boston Partners
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
|
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|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
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|
Vanguard Capital Wealth Advisors
|
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Ameritas Advisory Services, LLC
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Kilter Group LLC
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Ctc Llc
|
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SAEF - SCHWAB STRATEGIC TRUST - Schwab Ariel ESG ETF
|
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|
Pinnacle West Asset Management, Inc.
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Skopos Labs, Inc.
|
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Sound View Wealth Advisors Group, LLC
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Liberty Capital Management, Inc.
|
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Mitchell & Pahl Private Wealth, Llc
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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Lsv Asset Management
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Brown Advisory Inc
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
Firethorn Wealth Partners, Llc
|
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Constitution Capital LLC
|
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Worm Capital, Llc
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
PKS Advisory Services, LLC
|
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U S Wealth Group, Llc.
|
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Insight Advisors, LLC/ PA
|
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Rothschild Capital Partners, LLC
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Fairman Group, LLC
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Horizon Investments, LLC
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
Rialto Wealth Management, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
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|
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|
Nemes Rush Group LLC
|
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|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
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|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
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|
Clare Market Investments LLC
|
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Howard Financial Services, Ltd.
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Condor Capital Management
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Paradigm Financial Partners, Llc
|
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Albion Financial Group /ut
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
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|
Whipplewood Advisors, LLC
|
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|
Westwood Wealth Management
|
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|
1248 Management, LLC
|
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|
Centerpoint Advisors, LLC
|
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|
Wittenberg Investment Management, Inc.
|
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Morton Community Bank
|
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
Gryphon Financial Partners LLC
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
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|
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|
Seizert Capital Partners, Llc
|
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|
HMS Capital Management, LLC
|
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|
Pzena Investment Management Llc
|
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|
Five Oceans Advisors
|
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|
Morgan Stanley
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
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|
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|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
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BOK Financial Private Wealth, Inc.
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|
Finer Wealth Management, Inc.
|
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|
|
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|
Winton Capital Group Ltd
|
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|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Cwm, Llc
|
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|
|
|
|
GSB Wealth Management, LLC
|
|
|
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|
Riversedge Advisors, Llc
|
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|
|
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|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
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|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
Angeles Wealth Management, Llc
|
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|
Yukon Wealth Management, Inc.
|
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|
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|
FT Vest Hedged Equity Income Fund: Series A2
|
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|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
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|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
WP Advisors, LLC
|
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|
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|
Smartleaf Asset Management LLC
|
|
|
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Avalon Trust Co
|
|
|
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|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
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|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
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|
American Financial Advisors, LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
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Capital Investment Advisory Services, LLC
|
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
M3 Advisory Group, LLC
|
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Founders Capital Management
|
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KC Investment Advisors, LLC
|
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Mizuho Securities Co. Ltd.
|
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Lakeshore Capital Group, Inc.
|
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Stenger Family Office, LLC
|
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Wright Investors Service Inc
|
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|
Ossiam
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
|
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|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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|
|
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|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Pennington Partners & Co., Llc
|
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Change Path, LLC
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
EntryPoint Capital, LLC
|
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|
|
D.a. Davidson & Co.
|
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|
Monetary Management Group Inc
|
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|
WealthCollab, LLC
|
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|
Stephen J. Garry & Associates, Llc
|
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|
Kera Capital Partners, Inc.
|
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|
Bravias Capital Group, LLC
|
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Zrc Wealth Management, Llc
|
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|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Highline Wealth Partners Llc
|
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Prostatis Group LLC
|
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|
Morton Brown Family Wealth, LLC
|
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|
Evelyn Partners Asset Management Ltd
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
Calton & Associates, Inc.
|
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|
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|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
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|
|
Keel Point, LLC
|
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|
|
Ariel Investments, Llc
|
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|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
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|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
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|
|
1776 Wealth LLC
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
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|
Baker Avenue Asset Management, LP
|
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
TB Alternative Assets Ltd.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
VVOAX - Aim Sector Funds (invesco Sector Funds) - Invesco Value Opportunities Fund Class A
|
|
|
|
|
|
Western Wealth Management, LLC
|
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|
|
|
|
Midwest Capital Advisors, LLC
|
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|
Omnia Family Wealth, LLC
|
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|
|
Fortune 45 LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
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|
Coordinated Financial Services, Inc.
|
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|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
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|
Financial Advocates Investment Management
|
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|
Sargent Investment Group, LLC
|
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|
Krane Funds Advisors LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
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|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Bolthouse Investments, LLC
|
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|
|
|
Public Employees Retirement System Of Ohio
|
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|
Invesco Ltd.
|
|
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|
Segment Wealth Management, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Shayne & Co., Llc
|
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|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
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|
Cladis Investment Advisory, LLC
|
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|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
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|
Ridgewood Investments LLC
|
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Fiduciary Financial Group, Llc
|
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VCULX - VALIC Co I - Growth Fund
|
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Exchange Traded Concepts, Llc
|
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|
Horizon Financial Services, Llc
|
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|
Rsm Us Wealth Management Llc
|
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|
Pin Oak Investment Advisors Inc
|
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|
DAVENPORT & Co LLC
|
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Salem Investment Counselors Inc
|
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CENTRAL TRUST Co
|
|
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Russell Investments Group, Ltd.
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
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|
Moser Wealth Advisors, LLC
|
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|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
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|
Bedel Financial Consulting, Inc.
|
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|
Lido Advisors, LLC
|
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Advisors Asset Management, Inc.
|
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Steward Partners Investment Advisory, Llc
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
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|
|
Steel Peak Wealth Management LLC
|
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|
Sunbelt Securities, Inc.
|
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|
CenterStar Asset Management, LLC
|
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Dimensional Fund Advisors Lp
|
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|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
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|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
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|
K.J. Harrison & Partners Inc
|
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|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Grandview Asset Management LLC
|
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|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
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|
SGL Investment Advisors, Inc.
|
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|
LFA - Lugano Financial Advisors SA
|
|
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|
|
AdvisorNet Financial, Inc
|
|
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|
|
|
Patton Albertson Miller Group, Llc
|
|
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|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
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|
Perpetual Ltd
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
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|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
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|
|
Dorsey Wright & Associates
|
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|
|
Benin Management CORP
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Spence Asset Management
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Next Century Growth Investors Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Matthew 25 Management Corp
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
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|
Atlanta Consulting Group Advisors, LLC
|
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|
UBS Group AG
|
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|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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|
|
|
|
Vista Investment Partners Llc
|
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|
|
Journey Advisory Group, LLC
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
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|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Private Management Group Inc
|
|
|
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|
|
Delta Asset Management Llc/tn
|
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|
|
Nuveen, LLC
|
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|
Rossmore Private Capital
|
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|
Wolverine Asset Management Llc
|
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|
Claro Advisors LLC
|
|
|
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|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
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|
|
|
|
Clarkston Capital Partners, LLC
|
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|
Cary Street Partners Financial Llc
|
|
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|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
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|
|
Binnacle Investments Inc
|
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|
Twin Capital Management Inc
|
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|
Lineweaver Wealth Advisors, LLC
|
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|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
Brave Asset Management Inc
|
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|
Mosaic Financial Group, Llc
|
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|
Xponance, Inc.
|
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WNY Asset Management, LLC
|
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Dogwood Wealth Management LLC
|
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|
Mitchell Capital Management Co
|
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BancorpSouth Bank
|
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|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
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|
|
|
|
PayPay Securities Corp
|
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|
Weik Capital Management
|
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|
Sandy Spring Bank
|
|
|
|
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|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Camden Capital, LLC
|
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|
Kiker Wealth Management, LLC
|
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|
SeaBridge Investment Advisors LLC
|
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|
Geode Capital Management, Llc
|
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|
Stiles Financial Services Inc
|
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|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
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|
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|
Haverford Trust Co
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
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|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
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|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
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|
|
|
Ramirez Asset Management, Inc.
|
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|
First Command Advisory Services, Inc.
|
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|
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|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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Marsico Capital Management Llc
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Vontobel Holding Ltd.
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IMG Wealth Management, Inc.
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Chemistry Wealth Management LLC
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
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TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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North Star Asset Management Inc
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Ethic Inc.
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Prestige Wealth Management Group LLC
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Geneos Wealth Management Inc.
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B.O.S.S. Retirement Advisors, LLC
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Assenagon Asset Management S.A.
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Palo Alto Wealth Advisors, Llc
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Kingswood Wealth Advisors, Llc
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HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
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Kentucky Retirement Systems
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
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SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
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Capital Performance Advisors Llp
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Ransom Advisory, Ltd
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Spirepoint Private Client, Llc
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Connor, Clark & Lunn Investment Management Ltd.
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Atlas Brown,Inc.
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Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
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Marshall Wace, Llp
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Ewing Morris & Co. Investment Partners Ltd.
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
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Mill Creek Capital Advisors, LLC
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
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Studio Investment Management Llc
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
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Mufg Securities Americas Inc.
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
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Beese Fulmer Investment Management, Inc.
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Stablepoint Partners, LLC
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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Pinnacle Holdings, LLC
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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Peachtree Investment Partners, LLC
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NITE - Capitol Series Trust - The Nightview Fund
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HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
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Victory Capital Management Inc
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Vision Financial Markets Llc
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Apriem Advisors
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Standard Family Office LLC
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
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First United Bank Trust/
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Rheos Capital Works Inc.
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Spectrum Planning & Advisory Services Inc.
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Deutsche Bank Ag\
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Clal Insurance Enterprises Holdings Ltd
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Smithbridge Asset Management Inc/de
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Meeder Advisory Services, Inc.
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
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Humankind Benefit Corp - Humankind US Stock ETF
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Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
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Pinnacle Wealth Management Advisory Group, LLC
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Cranbrook Wealth Management, LLC
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W.H. Cornerstone Investments Inc.
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Bridge Generations Wealth Management Llc
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NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
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Central Asset Investments & Management Holdings (HK) Ltd
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Spdr Dow Jones Industrial Average Etf Trust
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KFA Private Wealth Group, LLC
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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Bollard Group LLC
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Good Life Advisors, LLC
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CFO4Life Group, LLC
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
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Capital Investment Advisors, LLC
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Cornerstone Strategic Value Fund Inc
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
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Vise Technologies, Inc.
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
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First Fiduciary Investment Counsel, Inc.
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
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Dividend Asset Capital, Llc
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Leeward Financial Partners, LLC
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Archvest Wealth Advisors, Inc.
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Achmea Investment Management B.V.
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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Harbor Asset Planning, Inc.
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Cahaba Wealth Management, Inc.
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Kessler Investment Group, LLC
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DCM Advisors, LLC
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Boyd Watterson Asset Management Llc/oh
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Principal Securities, Inc.
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
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Novak & Powell Financial Services, Inc.
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Evermay Wealth Management Llc
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Anchor Investment Management, LLC
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Gf Fund Management Co. Ltd.
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|
State of Tennessee, Treasury Department
|
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|
Hartford Funds Management Co LLC
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Chatham Capital Group, Inc.
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Optimize Financial Inc
|
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ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
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Prospera Financial Services Inc
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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Gsa Capital Partners Llp
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
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Patrick M Sweeney & Associates, Inc
|
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|
Frank, Rimerman Advisors LLC
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
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|
Canandaigua National Bank & Trust Co
|
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|
Evelyn Partners Investment Management LLP
|
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Palisades Hudson Asset Management, L.P.
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PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
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|
DiMeo Schneider & Associates, L.L.C.
|
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|
Zhang Financial LLC
|
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|
Principle Wealth Partners Llc
|
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|
Community Bank, N.A.
|
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|
XML Financial, LLC
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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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|
Nelson Capital Management, LLC
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|
Annex Advisory Services, LLC
|
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|
Balyasny Asset Management Llc
|
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|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
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|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
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|
|
|
|
Narwhal Capital Management
|
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|
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|
|
Buck Wealth Strategies, LLC
|
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|
L & S Advisors Inc
|
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|
Man Group plc
|
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|
Eagle Global Advisors Llc
|
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|
Cromwell Holdings LLC
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
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|
|
Lynch Asset Management, Inc.
|
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|
Putney Financial Group LLC
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
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|
Fifth Third Wealth Advisors LLC
|
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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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|
Game Plan Financial Advisors, LLC
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
Ambassador Advisors, LLC
|
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|
Capital International Inc /ca/
|
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|
First Bank & Trust
|
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|
Embree Financial Group
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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|
Total Investment Management Inc
|
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|
Mirabaud & Cie SA
|
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|
Abbot Financial Management, Inc.
|
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|
Kazazian Asset Management, LLC
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|
Stony Point Wealth Management Inc.
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|
Elk River Wealth Management, LLC
|
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|
Naples Global Advisors, Llc
|
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|
West Michigan Advisors, Llc
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|
Prevail Innovative Wealth Advisors, Llc
|
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|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Larson Financial Group LLC
|
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|
Spartan Planning & Wealth Management
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
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|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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|
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|
Broadway Wealth Solutions, Inc.
|
|
|
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|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
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|
|
Woodard & Co Asset Management Group Inc /adv
|
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|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
|
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|
Lauterbach Financial Advisors, LLC
|
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|
IVC Wealth Advisors LLC
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|
Richardson Financial Services Inc.
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|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
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|
|
|
|
Advisors Capital Management, LLC
|
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|
Evolution Wealth Advisors, LLC
|
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|
Buckingham Strategic Partners
|
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|
Cito Capital Group, LLC
|
|
|
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|
AMG National Trust Bank
|
|
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
|
|
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|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
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|
Aua Capital Management, Llc
|
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|
Ulland Investment Advisors, LLC
|
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|
New Republic Capital, LLC
|
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|
Krs Capital Management, Llc
|
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|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
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|
Inscription Capital, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
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|
Salomon & Ludwin, LLC
|
|
|
|
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|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
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|
|
Thrive Wealth Management, LLC
|
|
|
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|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Marshall Investment Management, Llc
|
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|
Hartford Investment Management Co
|
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|
Zweig-DiMenna Associates LLC
|
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|
Royal London Asset Management Ltd
|
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|
|
Beaumont Financial Advisors, LLC
|
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|
Mayflower Financial Advisors, LLC
|
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|
Probity Advisors, Inc.
|
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|
Marvin & Palmer Associates Inc
|
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|
Tower Bridge Advisors
|
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|
Verdence Capital Advisors LLC
|
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|
Shepherd Financial Partners LLC
|
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|
Empire Financial Management Company, LLC
|
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|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
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|
|
Becker Capital Management Inc
|
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|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
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|
|
|
|
Capital Advisors Wealth Management, LLC
|
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|
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|
Birchcreek Wealth Management, LLC
|
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|
Caldwell Securities, Inc
|
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|
Longbow Finance SA
|
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BTG Pactual Asset Management US LLC
|
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Fidelity D & D Bancorp Inc
|
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|
Schnieders Capital Management Llc
|
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|
Soltis Investment Advisors LLC
|
|
|
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|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
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|
Onefund, Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
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|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
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|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
|
Hudson Valley Investment Advisors Inc /adv
|
|
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|
|
US Asset Management LLC
|
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|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
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|
|
Continental Advisors Llc
|
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|
Clifford Group, LLC
|
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|
Gunderson Capital Management Inc.
|
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NEOS Investment Management LLC
|
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|
Koss-Olinger Consulting, LLC
|
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|
Investors Research Corp
|
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|
Clarus Wealth Advisors
|
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Vermillion Wealth Management, Inc.
|
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Gulf International Bank (UK) Ltd
|
|
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|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
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|
|
Tufton Capital Management
|
|
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|
|
Rokos Capital Management LLP
|
|
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|
|
Vestmark Advisory Solutions, Inc.
|
|
|
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|
|
GoalVest Advisory LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Avenir Tech Ltd
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
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Northeast Investment Management
|
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|
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
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|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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|
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|
Guggenheim Strategic Opportunities Fund
|
|
|
|
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|
Stonegate Investment Group, LLC
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Empirical Finance, LLC
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Graney & King, LLC
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JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
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Affinity Investment Advisors, Llc
|
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
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|
Strengthening Families & Communities, LLC
|
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Institute for Wealth Management, LLC.
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Capital A Wealth Management, LLC
|
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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|
Continuum Advisory, LLC
|
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Catalyst Funds Management Pty Ltd
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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Next Capital Management LLC
|
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Magnolia Capital Advisors Llc
|
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Norinchukin Bank, The
|
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SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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Phoenix Holdings Ltd.
|
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Tudor Investment Corp Et Al
|
|
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Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
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|
Rockline Wealth Management, LLC
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FineMark National Bank & Trust
|
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Ntv Asset Management Llc
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
Avanda Investment Management Pte. Ltd.
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|
Fiduciary Alliance LLC
|
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Rise Advisors, LLC
|
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LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
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|
Gordian Capital Singapore Pte Ltd
|
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Integrated Wealth Concepts LLC
|
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Everett Harris & Co /ca/
|
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Bell Investment Advisors, Inc
|
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AMJ Financial Wealth Management
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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Colonial River Wealth Management, LLC
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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Pitti Group Wealth Management, LLC
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LGT Group Foundation
|
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CTC Alternative Strategies, Ltd.
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Silverleafe Capital Partners, LLC
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Carmel Capital Partners, LLC
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IFC Advisors LLC
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Kozak & Associates, Inc.
|
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Fmr Llc
|
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Novem Group
|
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Laurion Capital Management LP
|
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Tobam
|
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ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
Stelac Advisory Services LLC
|
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Indiana Trust & Investment Management CO
|
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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|
HighTower Advisors, LLC
|
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Central Valley Advisors, Llc
|
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Kcm Investment Advisors Llc
|
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Mirae Asset Securities (usa) Inc.
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Gradient Investments LLC
|
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|
Sage Mountain Advisors LLC
|
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|
Sigma Planning Corp
|
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Northwest Quadrant Wealth Management, LLC
|
|
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|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
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|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
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|
Oxler Private Wealth LLC
|
|
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|
B&l Asset Management Llc
|
|
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|
|
West Family Investments, Inc.
|
|
|
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|
Gen-Wealth Partners Inc
|
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|
Stonebridge Capital Management Inc
|
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|
Somerset Trust Co
|
|
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NewSquare Capital LLC
|
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DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
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|
Addison Capital Co
|
|
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|
Versant Capital Management, Inc
|
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|
Trust Co Of Vermont
|
|
|
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|
HAP Trading, LLC
|
|
|
|
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Sig Brokerage, Lp
|
|
|
|
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PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
USLUX - US GLOBAL INVESTORS FUNDS - Holmes Macro Trends Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
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UDI - USCF ETF Trust - USCF Dividend Income Fund
|
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Lee Johnson Capital Management, Llc
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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|
Primecap Management Co/ca/
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Archford Capital Strategies, LLC
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Us Bancorp \de\
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Triad Wealth Partners, LLC
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Citigroup Inc
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
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Canton Hathaway, LLC
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KLCM Advisors, Inc.
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Empowered Funds, LLC
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Jaffetilchin Investment Partners, LLC
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Aspiriant, Llc
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Hughes Financial Services, LLC
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Roundview Capital LLC
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Wilson & Boucher Capital Management, LLC
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
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Caisse De Depot Et Placement Du Quebec
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Mediolanum International Funds Ltd
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Fi3 FINANCIAL ADVISORS, LLC
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Foundations Investment Advisors, LLC
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Acadian Asset Management Llc
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Walkner Condon Financial Advisors LLC
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Trinity Financial Advisors LLC
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Zurcher Kantonalbank (Zurich Cantonalbank)
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Echo45 Advisors LLC
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RoundAngle Advisors LLC
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GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
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Lavaca Capital Llc
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Helium Advisors LLC
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EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
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Norges Bank
|
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Correct Capital Wealth Management
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First Heartland Consultants, Inc.
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Adage Capital Partners Gp, L.l.c.
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Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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Private Wealth Management Group, LLC
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Nicolet Advisory Services, Llc
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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Biltmore Family Office, LLC
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
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OneAscent Financial Services LLC
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Eagle Capital Management Llc
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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Hound Partners, LLC
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FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
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ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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Concentric Capital Strategies, LP
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Mark Sheptoff Financial Planning, Llc
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Ninety One SA (PTY) Ltd
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Archer Investment Corp
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Baader Bank INC
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
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DekaBank Deutsche Girozentrale
|
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Snowden Capital Advisors LLC
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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Gabelli Funds Llc
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JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
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AlphaStar Capital Management, LLC
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Ellerson Group Inc /adv
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SummitTX Capital, L.P.
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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LJI Wealth Management, LLC
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Lowe Brockenbrough & Co Inc
|
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Bogart Wealth, LLC
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Dai-Ichi Life Insurance Company, Ltd
|
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Caitong International Asset Management Co., Ltd
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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Evanson Asset Management, LLC
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Eastern Bank
|
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Roxbury Financial LLC
|
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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Congress Park Capital LLC
|
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|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
Pacifica Capital Investments, LLC
|
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|
Appleton Partners Inc/ma
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|
Institutional Investment Strategy Fund
|
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|
Quent Capital, LLC
|
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Sabal Trust CO
|
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|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
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|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Successful Portfolios LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
|
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|
Ancora Advisors, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
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|
HighPoint Advisor Group LLC
|
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|
|
Alyeska Investment Group, L.P.
|
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|
|
Moment Partners, LLC
|
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|
Bnp Paribas
|
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|
|
Adams Diversified Equity Fund, Inc.
|
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|
|
|
|
Yacktman Asset Management Lp
|
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|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Philadelphia Financial Management of San Francisco, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Hussman Strategic Advisors, Inc.
|
|
|
|
|
|
E&G Advisors, LP
|
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|
|
|
|
Pittenger & Anderson Inc
|
|
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|
|
Smith, Moore & Co.
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
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|
|
Victrix Investment Advisors
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
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|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
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|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Albert D Mason Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
CAAPX - ARIEL INVESTMENT TRUST - Ariel Appreciation Fund Investor Class
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Kore Advisors LP
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
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|
We Are One Seven, LLC
|
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|
North Dallas Bank & Trust Co
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Copley Financial Group, Inc.
|
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|
South Plains Financial, Inc.
|
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|
Pennsylvania Capital Management Inc /adv
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
World Equity Group, Inc.
|
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Hartford Financial Management Inc.
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Napatree Capital Llc
|
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Corrado Advisors, Llc
|
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Welch & Forbes Llc
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Independent Advisor Alliance
|
|
|
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|
Manhattan West Asset Management, LLC
|
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RWQ Financial Management Services, Inc.
|
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Guardian Partners Inc.
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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|
Moody Lynn & Lieberson, Llc
|
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|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
|
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|
Lederer & Associates Investment Counsel/ca
|
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|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
|
|
Redwood Park Advisors LLC
|
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|
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Stratos Wealth Advisors, LLC
|
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Pointe Capital Management LLC
|
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MGLBX - Marsico Investment Fund - Marsico Global Fund
|
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|
Varma Mutual Pension Insurance Co
|
|
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|
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|
Bruce G. Allen Investments, LLC
|
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|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
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|
Borer Denton & Associates, Inc.
|
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|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
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|
Levin Capital Strategies, L.p.
|
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|
Leigh Baldwin & Co., Llc
|
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Americana Partners, LLC
|
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Oddo Bhf Asset Management Sas
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
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|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
EP Wealth Advisors, Inc.
|
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|
Marcum Wealth, LLC
|
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|
Trust Co Of Toledo Na /oh/
|
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|
Westside Investment Management, Inc.
|
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|
Bragg Financial Advisors, Inc
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
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|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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|
Ledyard National Bank
|
|
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|
Savvy Advisors, Inc.
|
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|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
Triumph Capital Management
|
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|
Artisan Partners Limited Partnership
|
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|
|
Trust Asset Management LLC
|
|
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|
Coastal Investment Advisors, Inc.
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
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|
Riverview Trust Co
|
|
|
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|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
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|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
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|
Pinnacle Bancorp, Inc.
|
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|
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|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
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|
|
TFR Capital, LLC.
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Park Edge Advisors, LLC
|
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|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Value Fund Series I
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
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|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
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|
|
Red Tortoise LLC
|
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|
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|
|
St. Louis Trust Co
|
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|
First Commonwealth Financial Corp /pa/
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
Dunhill Financial, LLC
|
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|
Portland Investment Counsel Inc.
|
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|
Harold Davidson & Associates Inc.
|
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|
Santori & Peters, Inc.
|
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|
|
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|
Prosperity Wealth Management, Inc.
|
|
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
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|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
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|
|
|
|
Flagship Harbor Advisors, Llc
|
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|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
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|
Umb Bank N A/mo
|
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|
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|
Paces Ferry Wealth Advisors, Llc
|
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|
Glen Eagle Advisors, LLC
|
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|
BluePointe Capital Management, LLC
|
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|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
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|
Orion Portfolio Solutions, LLC
|
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|
Planned Solutions, Inc.
|
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|
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|
New York State Teachers Retirement System
|
|
|
|
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|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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|
|
|
M.e. Allison & Co., Inc.
|
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|
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|
Optimum Investment Advisors
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
Griffin Asset Management, Inc.
|
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|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
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|
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|
|
Moody National Bank Trust Division
|
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|
Neuberger Berman Group LLC
|
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|
California Public Employees Retirement System
|
|
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|
Sterling Investment Counsel, LLC
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
|
|
|
Janney Montgomery Scott LLC
|
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|
|
|
|
Future Financial Wealth Managment LLC
|
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|
IFG Advisory, LLC
|
|
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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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|
Trust Co Of Virginia /va
|
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|
Fisher Asset Management, LLC
|
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|
Pacer Advisors, Inc.
|
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|
Axa S.a.
|
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|
Wedge Capital Management L L P/nc
|
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|
Aspen Grove Capital, LLC
|
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|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
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|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
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|
|
Aspen Investment Management Inc
|
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|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
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|
Options Solutions, Llc
|
|
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|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
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|
|
LM Advisors LLC
|
|
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|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
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|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
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|
Advisor Group Holdings, Inc.
|
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|
Blair William & Co/il
|
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|
Mountain Hill Investment Partners Corp.
|
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|
|
Duncan Williams Asset Management, LLC
|
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|
FSA Wealth Management LLC
|
|
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|
|
Amalgamated Bank
|
|
|
|
|
|
Regatta Capital Group, Llc
|
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|
Simmons Bank
|
|
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|
Arcataur Capital Management LLC
|
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|
Envestnet Asset Management Inc
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
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|
|
Chelsea Counsel Co
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Forum Financial Management, LP
|
|
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|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Paul R. Ried Financial Group, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Nvwm, Llc
|
|
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Traphagen Investment Advisors Llc
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Valmark Advisers, Inc.
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Morangie Management LLC
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Nordea Investment Management Ab
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Crescent Grove Advisors, LLC
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Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
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Schechter Investment Advisors, LLC
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Mmbg Investment Advisors Co.
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Whitaker-Myers Wealth Managers, LTD.
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McAdam, LLC
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Excalibur Management Corp
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Aureus Asset Management, LLC
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Nwam Llc
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Arvest Bank Trust Division
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Elm Partners Management LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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Pettee Investors, Inc.
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LST - Managed Portfolio Series - Leuthold Select Industries ETF
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SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
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Kings Path Partners LLC
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First Citizens Financial Corp
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Sunpointe, LLC
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CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
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Yarbrough Capital, LLC
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U.S. Capital Wealth Advisors, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
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Catalina Capital Group, LLC
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Johnson Financial Group, Inc.
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Bailard, Inc.
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Baron Wealth Management LLC
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Congress Wealth Management LLC / DE /
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Prosperity Financial Group, Inc.
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Midwest Professional Planners, LTD.
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
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Asset Management One Co., Ltd.
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Groesbeck Investment Management Corp /nj/
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Wesbanco Bank Inc
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Flynn Zito Capital Management, Llc
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Aster Capital Management (DIFC) Ltd
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Walleye Trading LLC
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Point72 Asset Management, L.P.
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Kovack Advisors, Inc.
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
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SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
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Bangor Savings Bank
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
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Newton One Investments LLC
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LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
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Alpha Cubed Investments, LLC
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Hodges Capital Management Inc.
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Blume Capital Management, Inc.
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Lake Street Financial Llc
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Westhampton Capital, LLC
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Motco
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
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Mowery & Schoenfeld Wealth Management, LLC
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Sawgrass Asset Management Llc
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
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Proathlete Wealth Management Llc
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Symphony Financial, Ltd. Co.
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
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Saxon Interests, Inc.
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Gables Capital Management Inc.
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Fire Capital Management LLC
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
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Heartland Bank & Trust Co
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
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Turtle Creek Wealth Advisors, LLC
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Townsquare Capital Llc
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Meadow Creek Wealth Advisors Llc
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Foster & Motley Inc
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
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Swedbank AB
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Boston Trust Walden Corp
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Legacy Financial Advisors, Inc.
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Bull Street Advisors, LLC
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
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AlphaCore Capital LLC
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Siemens Fonds Invest GmbH
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RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
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AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
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Coco Enterprises, LLC
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Birch Hill Investment Advisors LLC
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Raab & Moskowitz Asset Management LLC
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Deseret Mutual Benefit Administrators
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Bank of New York Mellon Corp
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Clarius Group, LLC
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Howard Hughes Medical Institute
|
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Abn Amro Investment Solutions
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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Winthrop Advisory Group LLC
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Cordatus Wealth Management LLC
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Godsey & Gibb Associates
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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Eubel Brady & Suttman Asset Management Inc
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GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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Clearbridge Investments, LLC
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Central Pacific Bank - Trust Division
|
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Jacobi Capital Management LLC
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Hennion & Walsh Asset Management, Inc.
|
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Transcend Wealth Collective, Llc
|
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Wellington Management Group Llp
|
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SCS Capital Management LLC
|
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Loomis Sayles & Co L P
|
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Diversify Advisory Services, LLC
|
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
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Miller Wealth Advisors, Llc
|
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Valicenti Advisory Services Inc
|
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National Bank Of Canada /fi/
|
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Davidson Investment Advisors
|
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Cairn Investment Group, Inc.
|
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Brandywine Global Investment Management, LLC
|
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First Foundation Advisors
|
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Hopwood Financial Services, Inc.
|
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PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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Profunds - Profund Vp Ultrabull
|
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Aqr Capital Management Llc
|
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Quantinno Capital Management LP
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