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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
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Lantz Financial LLC
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Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
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Empirical Asset Management, LLC
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Beacon Financial Advisory LLC
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Stonebridge Capital Advisors LLC
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Obermeyer Wood Investment Counsel, Lllp
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Heritage Wealth Advisors
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Quadrant Private Wealth Management, LLC
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Sloy Dahl & Holst, LLC
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Burford Brothers, Inc.
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Cutler Investment Counsel Llc
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Hennessy Advisors Inc
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GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
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Regimen Wealth, Llc
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Glen Eagle Advisors, LLC
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
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Ferguson Wellman Capital Management, Inc
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Ames National Corp
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Summit Global Investments
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Creative Planning
|
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Westerkirk Capital Inc.
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Motco
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|
National Mutual Insurance Federation of Agricultural Cooperatives
|
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Mount Yale Investment Advisors, LLC
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Scissortail Wealth Management, LLC
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Vontobel Holding Ltd.
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AssuredPartners Investment Advisors, LLC
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Robertson Stephens Wealth Management, LLC
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Sit Investment Associates Inc
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Well Done, LLC
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Strata Wealth Advisors, LLC
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Headinvest, Llc
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Avalon Trust Co
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S.A. Mason LLC
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Berkshire Money Management, Inc.
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Vermillion & White Wealth Management Group, LLC
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Redwood Investment Management, Llc
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Harvest Fund Management Co., Ltd
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Nicholas Hoffman & Company, LLC.
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Prospera Financial Services Inc
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Fca Corp /tx
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Exchange Capital Management, Inc.
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MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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Ridgecrest Wealth Partners, Llc
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D'Orazio & Associates, Inc.
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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Gill Capital Partners, Llc
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Royal Capital Wealth Management, LLC
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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Horizon Bancorp Inc /in/
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Fairman Group, LLC
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Twin City Private Wealth, Llc
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Citadel Investment Advisory, Inc.
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Securian Asset Management, Inc
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Stansberry Asset Management, Llc
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Attessa Capital LLC
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Bokf, Na
|
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Fi3 FINANCIAL ADVISORS, LLC
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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Loomis Sayles & Co L P
|
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Wiley Bros.-aintree Capital, Llc
|
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Advisors Management Group Inc /adv
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SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
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Harbor Investment Advisory, Llc
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Avantra Family Wealth, Inc.
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RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
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FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
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Channel Wealth Llc
|
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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Affiance Financial, LLC
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Colony Group, LLC
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Meridian Financial, LLC
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Smith Thornton Advisors LLC
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Crescent Sterling, Ltd.
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Sofos Investments, Inc.
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Fmr Llc
|
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Retirement Financial Solutions, Llc
|
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Fosun International Ltd
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Sentry LLC
|
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Monticello Wealth Management, Llc
|
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Blue Chip Partners, Inc.
|
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Lowe Wealth Advisors, LLC
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Magnolia Capital Advisors Llc
|
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Parallel Advisors, LLC
|
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Alliancebernstein L.p.
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Luminist Capital LLC
|
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Galvin, Gaustad & Stein, LLC
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|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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|
Jarislowsky, Fraser Ltd
|
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|
Northstar Financial Companies, Inc.
|
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Golden State Equity Partners
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Atlas Brown,Inc.
|
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PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
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|
Dupont Capital Management Corp
|
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|
Wendell David Associates Inc
|
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|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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|
Clarus Group, Inc.
|
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Encompass More Asset Management
|
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Castlekeep Investment Advisors Llc
|
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Cooper/haims Advisors, Llc
|
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|
Cypress Capital Group
|
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|
Cedar Mountain Advisors, LLC
|
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Voya Investment Management Llc
|
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Railway Pension Investments Ltd
|
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|
Hollencrest Capital Management
|
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|
Capital Analysts, Inc.
|
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|
Meeder Advisory Services, Inc.
|
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|
Bank OZK
|
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|
Clear Harbor Asset Management, LLC
|
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|
CTC Alternative Strategies, Ltd.
|
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|
Arrow Financial Corp
|
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|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
FARMX - FIDELITY SUMMER STREET TRUST - Fidelity Agricultural Productivity Fund
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
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|
Riverbend Wealth Management, LLC
|
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|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
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|
Lmp Capital & Income Fund Inc.
|
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|
|
|
|
Schnieders Capital Management Llc
|
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|
Twin Capital Management Inc
|
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|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
BCJ Capital Management, LLC
|
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|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Coho Partners, Ltd.
|
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|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
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|
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|
|
L.m. Kohn & Company
|
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|
|
|
|
Willis Investment Counsel
|
|
|
|
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|
Rsm Us Wealth Management Llc
|
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|
Fielder Capital Group LLC
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
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|
|
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|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
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|
|
|
MTM Investment Management, LLC
|
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|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Allred Capital Management, LLC
|
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|
|
|
|
Aldebaran Financial Inc.
|
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|
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|
Little House Capital Llc
|
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|
Adams Wealth Management
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
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|
Prosperity Consulting Group, LLC
|
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|
Semmax Financial Advisors Inc.
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|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
Private Wealth Asset Management, LLC
|
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|
D.a. Davidson & Co.
|
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|
Transatlantique Private Wealth Llc
|
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|
RBF Capital, LLC
|
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|
Brady Family Wealth, Llc
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
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|
Ball & Co Wealth Management Inc.
|
|
|
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
GHP Investment Advisors, Inc.
|
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|
Aspect Partners, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
SevenBridge Financial Group, LLC
|
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|
Solstein Capital, LLC
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Rede Wealth, LLC
|
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Atria Investments Llc
|
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UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
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|
Cornerstone Capital, Inc.
|
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Td Private Client Wealth Llc
|
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ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
FRG Family Wealth Advisors LLC
|
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Barr E S & Co
|
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Hutner Capital Management Inc
|
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Aull & Monroe Investment Management Corp
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Fortitude Advisory Group L.L.C.
|
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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Spinnaker Trust
|
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|
OMERS ADMINISTRATION Corp
|
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PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
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|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Hutchinson Capital Management/ca
|
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Investmark Advisory Group LLC
|
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QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
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Mjp Associates Inc /adv
|
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Paradigm Asset Management Co Llc
|
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Bienville Capital Management, LLC
|
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
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Hm Payson & Co
|
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PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
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North Ridge Wealth Advisors, Inc.
|
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Ipswich Investment Management Co., Inc.
|
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Engineers Gate Manager LP
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Cape Cod Five Cents Savings Bank
|
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VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Piscataqua Savings Bank
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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Intrepid Capital Management Inc
|
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Live Oak Investment Partners
|
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QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
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Saxony Capital Management, LLC
|
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Flynn Zito Capital Management, Llc
|
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Avenir Tech Ltd
|
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RKL Wealth Management LLC
|
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
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|
Union Savings Bank
|
|
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|
Edgemoor Investment Advisors, Inc.
|
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Principle Wealth Partners Llc
|
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Unified Investment Management
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Bridgewater Advisors Inc.
|
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|
Howland Capital Management Llc
|
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|
Norinchukin Bank, The
|
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|
Northside Capital Management, LLC
|
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|
Curat Global, LLC
|
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|
M.e. Allison & Co., Inc.
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
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|
Claris Advisors, Llc / Mo /
|
|
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|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
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|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
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|
|
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|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Savoir Faire Capital Management, L.P.
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
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Marble Harbor Investment Counsel, LLC
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
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|
Fifth Third Bancorp
|
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|
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|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
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|
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|
|
Busey Wealth Management
|
|
|
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|
17 Capital Partners, Llc
|
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|
Federated Hermes, Inc.
|
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SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
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U.S. Capital Wealth Advisors, LLC
|
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|
Hiley Hunt Wealth Management
|
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Boston Private Wealth Llc
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Townsquare Capital Llc
|
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Evelyn Partners Asset Management Ltd
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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|
Bull Street Advisors, LLC
|
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|
Birchbrook, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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Pinnacle Bancorp, Inc.
|
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Firestone Capital Management
|
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Gwn Securities Inc.
|
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Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
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|
Motley Fool Wealth Management, LLC
|
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|
Stratos Wealth Partners, LTD.
|
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Nadler Financial Group, Inc.
|
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
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|
Van Strum & Towne Inc.
|
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Kellett Schaffner Wealth Advisors LLC
|
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FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
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|
Kestra Advisory Services, LLC
|
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UDI - USCF ETF Trust - USCF Dividend Income Fund
|
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|
Creative Financial Designs Inc /adv
|
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|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
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|
Blueshift Asset Management, LLC
|
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Orion Capital Management LLC
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|
Campbell Capital Management Inc
|
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|
Wynn Capital, LLC
|
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|
Cetera Investment Advisers
|
|
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Covea Finance
|
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|
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|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
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|
|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
HCR Wealth Advisors
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
|
|
Better Money Decisions, LLC
|
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|
ZEGA Investments, LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
|
Michels Family Financial, LLC
|
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|
AlTi Global, Inc.
|
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Shelton Capital Management
|
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|
Allspring Global Investments Holdings, LLC
|
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|
SG Americas Securities, LLC
|
|
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|
Wealth Architects, LLC
|
|
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|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
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Tyche Wealth Partners LLC
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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|
Resources Investment Advisors, LLC.
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
Kinloch Capital, LLC
|
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|
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|
Lawson Kroeker Investment Management Inc/ne
|
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|
Harvey Investment Co Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
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|
S&t Bank/pa
|
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|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
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|
Acadian Asset Management Llc
|
|
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|
Eldridge Investment Advisors, Inc.
|
|
|
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|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
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|
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|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
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|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Financial Avengers, Inc.
|
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|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Biglari Capital Corp.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
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Cobblestone Capital Advisors Llc /ny/
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Rowland & Co Investment Counsel/adv
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Aries Wealth Management
|
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Cullinan Associates Inc
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Wayfinding Financial, LLC
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AIA Group Ltd
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
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BCGM Wealth Management, LLC
|
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Chapin Davis, Inc.
|
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Fiduciary Advisors, Inc.
|
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Patten & Patten Inc/tn
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Total Clarity Wealth Management, Inc.
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DAVENPORT & Co LLC
|
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Country Club Bank /gfn
|
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Heritage Investors Management Corp
|
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Connors Investor Services Inc
|
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Clarity Asset Management, Inc.
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
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|
Credential Securities Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Greenup Street Wealth Management Llc
|
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Windle Wealth, LLC
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Uhlmann Price Securities, Llc
|
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Prossimo Advisors, LLC
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
TruNorth Capital Management, LLC
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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Verdence Capital Advisors LLC
|
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
Wallington Asset Management, LLC
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Mayfair Advisory Group, LLC
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StoneX Group Inc.
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Nicola Wealth Management Ltd.
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Horizon Wealth Management, LLC
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Walkner Condon Financial Advisors LLC
|
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Acorn Financial Advisory Services Inc /adv
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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Ccg Wealth Management, Llc
|
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ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
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Patriot Investment Management Inc.
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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Captrust Financial Advisors
|
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Murphy, Middleton, Hinkle & Parker, Inc.
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Brooktree Capital Management
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Permanent Capital Management, LP
|
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BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
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LGT Financial Advisors LLC
|
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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Bristlecone Advisors, LLC
|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Fulcrum Capital LLC
|
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Perpetual Ltd
|
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Shufro Rose & Co Llc
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Lindbrook Capital, Llc
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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Eagle Bay Advisors LLC
|
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Sax Wealth Advisors, Llc
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Lido Advisors, LLC
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Tritonpoint Wealth, Llc
|
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Bailard, Inc.
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Trust Point Inc.
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PayPay Securities Corp
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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Arrowstreet Capital, Limited Partnership
|
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Salomon & Ludwin, LLC
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William Allan, Llc
|
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Reliant Investment Partners, LLC
|
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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Millstone Evans Group, LLC
|
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Canvas Wealth Advisors, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
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|
Marcum Wealth, LLC
|
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Sachetta, LLC
|
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|
BRYN MAWR TRUST Co
|
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Newman Dignan & Sheerar, Inc.
|
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Bruce G. Allen Investments, LLC
|
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|
Western Wealth Management, LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
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|
Willner & Heller, Llc
|
|
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|
First Manhattan Co
|
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
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|
Worldquant Millennium Advisors Llc
|
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|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Allen Holding Inc /ny
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Gold Investment Management Ltd.
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|
Greenland Capital Management LP
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YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
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|
SOL Capital Management CO
|
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|
Yousif Capital Management, Llc
|
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Second Half Financial Partners, LLC
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
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|
Fruth Investment Management
|
|
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|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
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|
|
Central Bank & Trust Co
|
|
|
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|
|
Weiss Asset Management LP
|
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|
Ameriprise Financial Inc
|
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|
44 Wealth Management Llc
|
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|
Cornerstone Planning, LLC
|
|
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|
Smithfield Trust Co
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
BIP Wealth, LLC
|
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|
|
Leo Wealth, LLC
|
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|
Curtis Advisory Group, LLC
|
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|
Iron Financial, LLC
|
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Sterling Capital Management LLC
|
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Community Bank, N.A.
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
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|
|
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|
Navellier & Associates Inc
|
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|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
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|
|
Consolidated Planning Corp
|
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Personal Cfo Solutions, Llc
|
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|
Bislett Management, Llc
|
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|
Nicholson Wealth Management Group, LLC
|
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|
Brucke Financial, Inc.
|
|
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Graham Capital Management, L.P.
|
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|
Morse Asset Management, Inc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
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Schear Investment Advisers, LLC
|
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|
Mirabaud & Cie SA
|
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RFP Financial Group LLC
|
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|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
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|
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|
Blue Zone Wealth Advisors, LLC
|
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|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
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|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
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|
|
|
Blume Capital Management, Inc.
|
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|
|
|
|
Searle & Co.
|
|
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|
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|
CI Private Wealth, LLC
|
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|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Empower Advisory Group, LLC
|
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|
Carret Asset Management, Llc
|
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|
Sound Financial Strategies Group, LLC
|
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|
Southeast Asset Advisors Inc.
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
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|
Hendershot Investments Inc.
|
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|
Verition Fund Management LLC
|
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|
Klp Kapitalforvaltning As
|
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DiMeo Schneider & Associates, L.L.C.
|
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|
Thompson Investment Management, Inc.
|
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Sierra Ocean, Llc
|
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|
Duncan Williams Asset Management, LLC
|
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|
Biltmore Family Office, LLC
|
|
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|
Good Life Advisors, LLC
|
|
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|
|
Level Wealth Management LLC
|
|
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|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
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|
|
Belmont Capital, LLC
|
|
|
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|
|
Ubs Asset Management Americas Inc
|
|
|
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|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Night Squared LP
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Hanover Advisors Inc
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
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|
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|
|
London Co Of Virginia
|
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|
Capital Investment Advisors, LLC
|
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Aspiriant, Llc
|
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State Street Corp
|
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Vicus Capital
|
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|
Grandview Asset Management LLC
|
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|
Sentinus, LLC
|
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|
Burney Co/
|
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|
Childress Capital Advisors, Llc
|
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|
Wealthfront Advisers Llc
|
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|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
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|
Keebeck Wealth Management, LLC
|
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|
Syon Capital Llc
|
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|
Journey Strategic Wealth Llc
|
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|
Beacon Pointe Advisors, LLC
|
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|
Chickasaw Capital Management Llc
|
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RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
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|
MASTERINVEST Kapitalanlage GmbH
|
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|
Sunbeam Capital Management, LLC
|
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CHICAGO TRUST Co NA
|
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|
ACT Advisors, LLC.
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Spdr Dow Jones Industrial Average Etf Trust
|
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|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
Kornitzer Capital Management Inc /ks
|
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Stamos Capital Partners, L.p.
|
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Plimoth Trust Co Llc
|
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Rodgers Brothers Inc.
|
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Thoma Capital Management LLC
|
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O'Keefe Stevens Advisory, Inc.
|
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|
Retirement Wealth Solutions LLC
|
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|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
|
|
|
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|
SNS Financial Group, LLC
|
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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|
Russell Investments Group, Ltd.
|
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M. Kraus & Co
|
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Jeppson Wealth Management, Llc
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
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|
Archetype Wealth Partners
|
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|
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|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
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|
CWA Asset Management Group, LLC
|
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
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|
TruWealth Advisors, LLC
|
|
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|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
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|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
|
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|
Sagespring Wealth Partners, Llc
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
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|
Patton Albertson Miller Group, Llc
|
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|
Concord Asset Management, LLC/VA
|
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AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
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|
CoreCap Advisors, LLC
|
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|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
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|
Financial Engines Advisors L.L.C.
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
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|
|
|
Kennedy Investment Group
|
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|
|
Guardian Wealth Advisors, LLC
|
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|
Callan Capital, LLC
|
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|
Redwood Financial Network Corp
|
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|
Geode Capital Management, Llc
|
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Wealth Dimensions Group, Ltd.
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
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|
Saybrook Capital /nc
|
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|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Tectonic Advisors Llc
|
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|
|
Winch Advisory Services, LLC
|
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|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
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|
My Legacy Advisors, LLC
|
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|
|
First Hawaiian Bank
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
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|
|
4wealth Advisors, Inc.
|
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|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Cobblestone Asset Management LLC
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
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Corbyn Investment Management Inc/md
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|
Boston Trust Walden Corp
|
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|
ISAM Funds (UK) Ltd
|
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|
St. Louis Trust Co
|
|
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|
Joel Isaacson & Co., LLC
|
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|
Montecito Bank & Trust
|
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|
Delos Wealth Advisors, LLC
|
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|
Richard C. Young & CO., LTD.
|
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|
Wells Fargo & Company/mn
|
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Klingenstein Fields & Co Lp
|
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|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
|
|
|
Gibson Capital, LLC
|
|
|
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|
|
IMC-Chicago, LLC
|
|
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
Trexquant Investment LP
|
|
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|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
Prudential Plc
|
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|
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|
Ccm Investment Group, Llc
|
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|
Latitude Advisors, LLC
|
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|
Fullerton Fund Management Co Ltd
|
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|
Schechter Investment Advisors, LLC
|
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|
Dana Investment Advisors, Inc.
|
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|
Huntington National Bank
|
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|
Journey Advisory Group, LLC
|
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|
IMA Wealth, Inc.
|
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|
Mystic Asset Management, Inc.
|
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NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
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|
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|
Westbourne Investments, Inc.
|
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|
TD Waterhouse Canada Inc.
|
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Sageworth Trust Co
|
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Royal London Asset Management Ltd
|
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Hopwood Financial Services, Inc.
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
|
|
|
PBJ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Food & Beverage ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
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|
|
Strategic Point Investment Advisors, LLC
|
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|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
JFG Wealth Management, LLC
|
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|
Three Seasons Wealth, LLC
|
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|
|
|
Tower Research Capital LLC (TRC)
|
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|
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|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
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|
|
|
Weik Capital Management
|
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|
Beta Wealth Group, Inc.
|
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|
Exeter Financial, LLC
|
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|
AustralianSuper Pty Ltd
|
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|
Sawyer & Company, Inc
|
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|
Global Trust Asset Management, LLC
|
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|
|
Hollow Brook Wealth Management LLC
|
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|
MKT Advisors LLC
|
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|
Relyea Zuckerberg Hanson LLC
|
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Breakwater Investment Management
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
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|
Strategic Financial Services, Inc,
|
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|
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|
Balboa Wealth Partners
|
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|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
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|
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|
Benchmark Financial Wealth Advisors, LLC
|
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|
LongView Wealth Management
|
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|
Cornerstone Management, Inc.
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
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|
BluePointe Capital Management, LLC
|
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|
Echo45 Advisors LLC
|
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|
Yeomans Consulting Group, Inc.
|
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|
SYM FINANCIAL Corp
|
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|
Stableford Capital Ii Llc
|
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|
Associated Banc-corp
|
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|
Legacy Financial Group LLC
|
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|
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|
Bank of New York Mellon Corp
|
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|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
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|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Advisor OS, LLC
|
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|
|
|
|
Advisor Group Holdings, Inc.
|
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|
|
|
|
Qvr Llc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
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|
Private Trust Co Na
|
|
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|
Halbert Hargrove Global Advisors, Llc
|
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|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
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|
|
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|
Capital Advantage, Inc.
|
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|
|
|
Reyes Financial Architecture, Inc.
|
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|
|
|
|
Thomas Story & Son Llc
|
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|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
GQGPX - Advisors' Inner Circle Fund III - GQG PARTNERS EMERGING MARKETS EQUITY FUND Investor Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Real Talk Capital, LLC
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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Kavar Capital Partners Group, Llc
|
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L2 Asset Management, LLC
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Czech National Bank
|
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Mainstay Capital Management Llc /adv
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Kagan Cocozza Asset Management
|
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|
NWF Advisory Services Inc.
|
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|
Wealth Alliance
|
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|
Warner Financial, Inc
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
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Rnc Capital Management Llc
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GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
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Wolverine Asset Management Llc
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West Financial Advisors, LLC
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Oak Hill Wealth Advisors, Llc
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Shakespeare Wealth Management, Inc.
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
Adviser Investments LLC
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|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Western Pacific Wealth Management, LP
|
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Meridian Investment Counsel Inc.
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|
GQG Partners LLC
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
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|
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|
Hartford Financial Management Inc.
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Sonora Investment Management Group, LLC
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|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
Waverton Investment Management Ltd
|
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Sowell Financial Services LLC
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Prestige Wealth Management Group LLC
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Greenspring Advisors, LLC
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Great Diamond Partners, LLC
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MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
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|
Susquehanna Fundamental Investments, Llc
|
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Intrepid Financial Planning Group LLC
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New England Research & Management, Inc.
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Lake Street Financial Llc
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State of New Jersey Common Pension Fund D
|
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Murphy & Mullick Capital Management Corp
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MSH Capital Advisors LLC
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Horizon Investments, LLC
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Granite Harbor Advisors, Inc.
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Stonehage Fleming Financial Services Holdings Ltd
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Chilton Investment Co Llc
|
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CoreFirst Bank & Trust
|
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Archford Capital Strategies, LLC
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Altus Wealth Group LLC
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apricus wealth, LLC
|
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Bond & Devick Financial Network, Inc.
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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John G Ullman & Associates Inc
|
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ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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Spectrum Strategic Capital Management, LLC
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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Root Financial Partners, LLC
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Blackhawk Capital Partners LLC.
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Penobscot Investment Management Company, Inc.
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MONECO Advisors, LLC
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Signaturefd, Llc
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
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|
Brevan Howard Capital Management LP
|
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|
James J. Burns & Company, LLC
|
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Bernard Wealth Management Corp.
|
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Farmers & Merchants Investments Inc
|
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
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|
Magnetar Financial LLC
|
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|
Close Asset Management Ltd
|
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|
North Capital, Inc.
|
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Kapstone Financial Advisors LLC
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
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|
Rational Advisors Llc
|
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|
Meridian Financial Partners LLC
|
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|
Center for Financial Planning, Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
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|
Sivia Capital Partners, LLC
|
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|
Tang Capital Management Llc
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
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|
Triad Wealth Partners, LLC
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
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|
Cardiff Park Advisors, Llc
|
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|
Nilsine Partners, LLC
|
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|
Kentucky Trust Co
|
|
|
|
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|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
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|
Integrity Alliance, Llc.
|
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|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Holcombe Financial, Inc.
|
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|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
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|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
|
|
Commonwealth Financial Services, LLC
|
|
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|
Mechanics Bank Trust Department
|
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|
JNBA Financial Advisors
|
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|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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|
LMR Partners LLP
|
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|
Accredited Wealth Management, LLC
|
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|
Summit X, LLC
|
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|
TCM Advisors, LLC
|
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|
Groupama Asset Managment
|
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|
Capital Advisory Group Advisory Services, LLC
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
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|
Gibbs Wealth Management
|
|
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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|
Constitution Capital LLC
|
|
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|
Pavion Blue Capital, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
Granite FO LLC
|
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Mark Sheptoff Financial Planning, Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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Teacher Retirement System Of Texas
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
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Cohen Investment Advisors LLC
|
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Total Wealth Planning & Management, Inc.
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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Councilmark Asset Management, LLC
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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Driehaus Capital Management Llc
|
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PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
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|
Regent Peak Wealth Advisors LLC
|
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|
Stephens Inc /ar/
|
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|
Schwerin Boyle Capital Management Inc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Financial Advisors Network, Inc.
|
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Ayrshire Capital Management LLC
|
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DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
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|
Kovack Advisors, Inc.
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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American Trust
|
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ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
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|
Viawealth, Llc
|
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Paragon Capital Management Ltd
|
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Global Retirement Partners, LLC
|
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Elk River Wealth Management, LLC
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|
High Falls Advisors, Inc
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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Revolve Wealth Partners, LLC
|
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USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
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|
Tudor Investment Corp Et Al
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Cypress Capital Management LLC (WY)
|
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|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
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|
Caisse De Depot Et Placement Du Quebec
|
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Kwmg, Llc
|
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Elevatus Welath Management
|
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Norris Perne & French Llp/mi
|
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EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
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|
Dodds Wealth, LLC
|
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|
Pitcairn Co
|
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Us Bancorp \de\
|
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Wallace Capital Management Inc.
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Private Management Group Inc
|
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|
Stonegate Investment Group, LLC
|
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Gladstone Institutional Advisory LLC
|
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|
Payden & Rygel
|
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Spinnaker Investment Group, LLC
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Standard Life Aberdeen plc
|
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|
Oppenheimer Asset Management Inc.
|
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|
Central Valley Advisors, Llc
|
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Aptus Capital Advisors, LLC
|
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Nbt Bank N A /ny
|
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|
Threadgill Financial, Llc
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
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|
Curran Financial Partners, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Old North State Trust, LLC
|
|
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|
|
Aspen Investment Management Inc
|
|
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|
Rahlfs Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
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NFC Investments, LLC
|
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Panagora Asset Management Inc
|
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|
Knott David M Jr
|
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Westchester Capital Management, Inc.
|
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Blossom Wealth Management
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
|
|
|
Wiser Advisor Group LLC
|
|
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|
Alphinity Investment Management Pty Ltd
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
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|
Sandy Spring Bank
|
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Capital A Wealth Management, LLC
|
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Massmutual Trust Co Fsb/adv
|
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Cadinha & Co Llc
|
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|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
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|
|
First Pacific Financial
|
|
|
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|
Vestcor Inc
|
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|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
|
|
Clean Yield Group
|
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|
Emerald Advisors, LLC
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E&G Advisors, LP
|
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Jennison Associates Llc
|
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Rialto Wealth Management, LLC
|
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First Financial Bank - Trust Division
|
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Roberts Glore & Co Inc /il/
|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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Toth Financial Advisory Corp
|
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Principal Securities, Inc.
|
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Broderick Brian C
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
|
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|
DecisionPoint Financial, LLC
|
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|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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|
|
|
|
Rice Partnership, LLC
|
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Independent Investors Inc
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Mechanics Financial Corp
|
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Graney & King, LLC
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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|
LVW Advisors, LLC
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Vision Capital Management, Inc.
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Precedent Wealth Partners, Llc
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Rockefeller Capital Management L.P.
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Neuberger Berman Group LLC
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Aigen Investment Management, Lp
|
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Nations Financial Group Inc, /ia/ /adv
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Financial Connections Group, Inc.
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ASB Consultores, LLC
|
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|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
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|
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|
Accordant Advisory Group Inc
|
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Dudley Capital Management, Llc
|
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Lavaca Capital Llc
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Crewe Advisors LLC
|
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|
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|
Ledyard National Bank
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Bbr Partners, Llc
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Gladwyn Financial Advisors, Inc.
|
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Freestone Capital Holdings, LLC
|
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|
Monument Capital Management
|
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|
TrueMark Investments, LLC
|
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|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/lazard Emerging Markets Fund (a)
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
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|
Woodline Partners LP
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
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|
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|
|
Blue Fin Capital, Inc.
|
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|
|
|
|
Sumitomo Life Insurance Co
|
|
|
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|
|
Byrne Asset Management LLC
|
|
|
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|
|
Atomi Financial Group, Inc.
|
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|
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|
|
Geometric Wealth Advisors
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
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ETF Portfolio Partners, Inc.
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Stuart Chaussee & Associates, Inc.
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Investors Asset Management Of Georgia Inc /ga/ /adv
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New York State Common Retirement Fund
|
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Cary Street Partners Financial Llc
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Grayhawk Investment Strategies Inc.
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Van Cleef Asset Management,Inc
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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Iron Horse Wealth Management, LLC
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|
Brandywine Oak Private Wealth Llc
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|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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Sentry Investment Management Llc
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Cidel Asset Management Inc
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Bennett Selby Investments Lp
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Moss Adams Wealth Advisors LLC
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Hazlett, Burt & Watson, Inc.
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Segall Bryant & Hamill, Llc
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Sumitomo Mitsui DS Asset Management Company, Ltd
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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Eaton Vance Risk-managed Diversified Equity Income Fund
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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Hallmark Capital Management Inc
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Meritage Portfolio Management
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
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NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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Brookstone Capital Management
|
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Guardian Wealth Advisors, Llc / Nc
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Aire Advisors, Llc
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Princeton Global Asset Management LLC
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SRS Capital Advisors, Inc.
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Bedell Frazier Investment Counseling, LLC
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HighMark Wealth Management LLC
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Bnp Paribas Arbitrage, Sa
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Atwater Malick LLC
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Consultiva Wealth Management, Corp.
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Insight Advisors, LLC/ PA
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Blue Rock Wealth Management LLC
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Security Financial Services, INC.
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AE Wealth Management LLC
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EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
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Gables Capital Management Inc.
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Eastern Bank
|
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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Platform Technology Partners
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Ferguson Shapiro LLC
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QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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Leisure Capital Management
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Avantax Advisory Services, Inc.
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Oregon Public Employees Retirement Fund
|
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Ethos Financial Group, LLC
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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Financial Harvest, LLC
|
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Df Dent & Co Inc
|
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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Aft, Forsyth & Company, Inc.
|
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HighTower Advisors, LLC
|
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|
Opal Wealth Advisors, LLC
|
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|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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RiverFront Investment Group, LLC
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
Concurrent Investment Advisors, LLC
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Partners Wealth Management, Llc
|
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Global Assets Advisory, LLC
|
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|
MCF Advisors LLC
|
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City Holding Co
|
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|
Arista Wealth Management, LLC
|
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Avion Wealth
|
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|
Raiffeisen Bank International AG
|
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Susquehanna International Group, Llp
|
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Roundview Capital LLC
|
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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|
Willis Johnson & Associates, Inc.
|
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|
Eight 31 Financial Llc
|
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Janney Capital Management LLC
|
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Tocqueville Asset Management L.p.
|
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Lathrop Investment Management Corp
|
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GLOBALT Investments LLC / GA
|
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
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|
Atlas Capital Advisors Llc
|
|
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|
Whalerock Point Partners, Llc
|
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|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
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|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
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|
|
|
First Bank & Trust
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
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|
|
Philip James Wealth Mangement, LLC
|
|
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|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
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|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
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|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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Dominguez Wealth Management Solutions, Inc.
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Ofi Invest Asset Management
|
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Chicago Partners Investment Group LLC
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Perkins Coie Trust Co
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Meyer Handelman Co
|
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LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
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|
Cottage Street Advisors LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
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Advantage Trust Co
|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
Northern Trust Corp
|
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|
Copley Financial Group, Inc.
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Kerntke Otto McGlone Wealth Management Group
|
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Game Plan Financial Advisors, LLC
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PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
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|
Embree Financial Group
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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|
Heartwood Wealth Advisors LLC
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NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
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Next Capital Management LLC
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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
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|
Optimum Investment Advisors
|
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SBI Securities Co., Ltd.
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Pallas Capital Advisors LLC
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Clearbridge Investments, LLC
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Campbell & CO Investment Adviser LLC
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Cross Staff Investments Inc
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Maryland State Retirement & Pension System
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Wall Street Access Asset Management, LLC
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Legal & General Group Plc
|
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Kerusso Capital Management LLC
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Providence Capital Advisors, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
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Smart Money Group LLC
|
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Headlands Technologies LLC
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Fourth Dimension Wealth, LLC
|
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Integral Investment Advisors, Inc.
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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Brighton Jones Llc
|
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Security National Bank Of Sioux City Iowa /ia/
|
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Y.D. More Investments Ltd
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Simon Quick Advisors, Llc
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Harbour Investment Management Llc
|
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OmniStar Financial Group, Inc.
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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American Capital Advisory, LLC
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
Capital Research Global Investors
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Wela Strategies, Inc.
|
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Compass Financial Group, INC/SD
|
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May Hill Capital, LLC
|
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FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Tributary Capital Management, LLC
|
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|
Strategic Advocates LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
Hexagon Capital Partners LLC
|
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|
Paladin Wealth, LLC
|
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|
Advyzon Investment Management, LLC
|
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|
Front Row Advisors LLC
|
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|
North Star Investment Management Corp.
|
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Alberta Investment Management Corp
|
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Howe & Rusling Inc
|
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|
Brown Shipley& Co Ltd
|
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|
Kfg Wealth Management, Llc
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
Belpointe Asset Management LLC
|
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|
Kapitalo Investimentos Ltda
|
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|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
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|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
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|
GSG Advisors LLC
|
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|
Eagle Global Advisors Llc
|
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|
Great West Life Assurance Co /can/
|
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|
United Bank
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
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|
|
|
|
Stablepoint Partners, LLC
|
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|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Semitam Bonam Llc
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Biglari, Sardar
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Alken Asset Management Ltd.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
|
Atom Investors LP
|
|
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|
Eukles Asset Management
|
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|
|
Insight Wealth Strategies, LLC
|
|
|
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|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
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|
|
Baker Avenue Asset Management, LP
|
|
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|
Camden National Bank
|
|
|
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|
Mb, Levis & Associates, Llc
|
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|
Qrg Capital Management, Inc.
|
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|
Nippon Life Global Investors Americas, Inc.
|
|
|
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|
JNL SERIES TRUST - JNL/GQG Emerging Markets Equity Fund (A)
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
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|
|
UMA Financial Services, Inc.
|
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|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
|
Hantz Financial Services, Inc.
|
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|
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|
Duncker Streett & Co Inc
|
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|
|
Tiemann Investment Advisors, Llc
|
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
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|
State Of Wisconsin Investment Board
|
|
|
|
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|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
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|
JSF Financial, LLC
|
|
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|
Canada Pension Plan Investment Board
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
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|
Qube Research & Technologies Ltd
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
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|
|
Point72 Europe (London) LLP
|
|
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|
Kelman-Lazarov, Inc.
|
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|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
Boston Partners
|
|
|
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|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
ELCO Management Co., LLC
|
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|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
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|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Bdf-gestion
|
|
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|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Sapient Capital Llc
|
|
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|
|
Moody Lynn & Lieberson, Llc
|
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|
Dividend Asset Capital, Llc
|
|
|
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|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Northwest Capital Management Inc
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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|
Cfm Wealth Partners Llc
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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|
SageView Advisory Group, LLC
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Swedbank AB
|
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Zevin Asset Management Llc
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Founders Financial Alliance, LLC
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Hughes Financial Services, LLC
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Wealthcare Advisory Partners LLC
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Code Waechter LLC
|
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Bradley & Co. Private Wealth Management, LLC
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Caitong International Asset Management Co., Ltd
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Atala Financial Inc
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Fiduciary Wealth Partners, LLC
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Lakeshore Financial Planning, Inc.
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MEMBERS Trust Co
|
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Cibc World Markets Corp
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Defined Financial Planning LLC
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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Credential Qtrade Securities Inc.
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
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Marco Investment Management Llc
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Gsa Capital Partners Llp
|
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Beverly Hills Private Wealth, LLC
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
KKM Financial LLC
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Cwm, Llc
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Stelac Advisory Services LLC
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Beutel, Goodman & Co Ltd.
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MeadowBrook Investment Advisors LLC
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National Asset Management, Inc.
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VisionPoint Advisory Group, LLC
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Meiji Yasuda Asset Management Co Ltd.
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FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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Berkeley Capital Partners, LLC
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Caliber Wealth Management, LLC / KS
|
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Bank Of America Corp /de/
|
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Glass Jacobson Investment Advisors llc
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Cetera Trust Company, N.A
|
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Atticus Wealth Management, Llc
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Mezzasalma Advisors, LLC
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Curbstone Financial Management Corp
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Wsfs Capital Management, Llc
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Nicollet Investment Management, Inc.
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EagleClaw Capital Managment, LLC
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BI Asset Management Fondsmaeglerselskab A/S
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Investment Advisory Services Inc /tx /adv
|
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Chatham Capital Group, Inc.
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Dixon Mitchell Investment Counsel Inc.
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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Public Investment Fund
|
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Centricity Wealth Management, LLC
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Soltis Investment Advisors LLC
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VanWeelden Wealth Management, LLC
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Ausdal Financial Partners, Inc.
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Varma Mutual Pension Insurance Co
|
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Analyst IMS Investment Management Services Ltd.
|
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Hills Bank & Trust Co
|
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Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
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Cohen Klingenstein LLC
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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Nbw Capital Llc
|
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Lvm Capital Management Ltd/mi
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
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|
Lowe Brockenbrough & Co Inc
|
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Laurel Wealth Advisors LLC
|
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Point72 Asset Management, L.P.
|
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
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Arvest Bank Trust Division
|
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Truist Financial Corp
|
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Axxcess Wealth Management, Llc
|
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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|
Capital International Sarl
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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|
Mattern Wealth Management LLC
|
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|
Clark Capital Management Group, Inc.
|
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|
Iyo Bank, Ltd.
|
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Ing Groep Nv
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Tempus Wealth Planning, LLC
|
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|
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|
Amarillo National Bank
|
|
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|
Financial Network Wealth Management LLC
|
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|
Baldwin Brothers Inc/ma
|
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|
DekaBank Deutsche Girozentrale
|
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|
Mpwm Advisory Solutions, Llc
|
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|
Calamos Advisors LLC
|
|
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|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
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|
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|
RMR Capital Management, LLC
|
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|
|
First National Bank Sioux Falls
|
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|
Mufg Securities Americas Inc.
|
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|
Sutton Place Investors Llc
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
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|
|
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|
Orleans Capital Management Corp/la
|
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|
Sage Rhino Capital Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Cultivar Capital, Inc.
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Allen Operations Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
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|
|
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|
Ingalls & Snyder Llc
|
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|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
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|
|
|
LGT Group Foundation
|
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|
Bare Financial Services, Inc
|
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|
Bcm Advisors, Llc
|
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|
Acima Private Wealth, Llc
|
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|
Kanawha Capital Management Llc
|
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|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
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|
|
Nova R Wealth, Inc.
|
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|
Interchange Capital Partners, LLC
|
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|
Elevate Capital Advisors, LLC
|
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|
Concorde Asset Management, LLC
|
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|
CNB Bank
|
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|
First American Trust, Fsb
|
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|
Pacer Advisors, Inc.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
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|
LKEQX - LKCM Funds - LKCM Equity Fund
|
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|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Wellington Shields & Co., LLC
|
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Tower Bridge Advisors
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
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|
BOK Financial Private Wealth, Inc.
|
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|
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|
Westmount Partners, LLC
|
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|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
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|
|
|
Winton Capital Group Ltd
|
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Holistic Planning, LLC
|
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First National Bank of Mount Dora, Trust Investment Services
|
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Bank & Trust Co
|
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Norges Bank
|
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Peoples Bank /oh
|
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First Dallas Securities Inc.
|
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Trust Co Of Vermont
|
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Trust Co of the South
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Morgan Stanley
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
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|
Advisory Alpha, LLC
|
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|
Northwest Bancshares, Inc.
|
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BKD Wealth Advisors, LLC
|
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Auxier Asset Management
|
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Oxford Financial Group Ltd
|
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Maven Securities LTD
|
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Spears Abacus Advisors LLC
|
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Delta Asset Management Llc/tn
|
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Alyeska Investment Group, L.P.
|
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Horrell Capital Management, Inc.
|
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
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|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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|
GW&K Investment Management, LLC
|
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|
Vista Investment Partners Llc
|
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|
Amplius Wealth Advisors, LLC
|
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|
Farther Finance Advisors, LLC
|
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|
NorthCrest Asset Manangement, LLC
|
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|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Bank Of Nova Scotia
|
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|
Invesco Ltd.
|
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Retirement Systems of Alabama
|
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JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
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|
Adalta Capital Management LLC
|
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|
Callahan Advisors, LLC
|
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|
Field & Main Bank
|
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|
Proficio Capital Partners LLC
|
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|
Accuvest Global Advisors
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
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|
|
|
Almanack Investment Partners, LLC.
|
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|
Achmea Investment Management B.V.
|
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|
Next Level Private LLC
|
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|
|
Chancellor Financial Group WB LP
|
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|
Shepherd Financial Partners LLC
|
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|
NorthRock Partners, LLC
|
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|
Bellevue Asset Management, Llc
|
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|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
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|
|
Pettyjohn, Wood & White, Inc
|
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|
Renasant Bank
|
|
|
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|
Stonebridge Capital Management Inc
|
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|
Gries Financial Llc
|
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|
Wetherby Asset Management Inc
|
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|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
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|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Sterling Manor Financial, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Galilei Investment Office LLP
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
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Armstrong Advisory Group, Inc
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Tcfg Wealth Management, Llc
|
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Old National Bancorp /in/
|
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Bontempo Ohly Capital Mgmt Llc
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
Voloridge Investment Management, Llc
|
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Oakworth Capital, Inc.
|
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FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
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|
Financial Management Professionals, Inc.
|
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|
Insigneo Advisory Services, Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
Quadrature Capital Ltd
|
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Oceanside Advisors LLC
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
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|
Gateway Wealth Partners, LLC
|
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|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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|
Aaron Wealth Advisors LLC
|
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|
Ar Asset Management Inc
|
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|
Aurdan Capital Management, LLC
|
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|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
Addenda Capital Inc.
|
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ROI Financial Advisors, LLC
|
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Fiduciary Financial Group, Llc
|
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Sanders Morris Harris Llc
|
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Salem Investment Counselors Inc
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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|
Integras Partners LLC
|
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|
Becker Capital Management Inc
|
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First National Bank & Trust Co Of Newtown
|
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Ntv Asset Management Llc
|
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Pinnacle Associates Ltd
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
Tandem Investment Advisors, Inc.
|
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Glenmede Investment Management, LP
|
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First National Advisers, LLC
|
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American Century Companies Inc
|
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Intact Investment Management Inc.
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OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Catalina Capital Group, LLC
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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Principal Street Partners, LLC
|
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Clark & Stuart, Inc
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
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|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
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|
Hara Capital LLC
|
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|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
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|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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|
Community Trust & Investment Co
|
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Augustine Asset Management Inc
|
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We Are One Seven, LLC
|
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Syverson Strege & Co
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
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|
Detalus Advisors, LLC
|
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|
Financial Network Wealth Advisors LLC
|
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Investment House Llc
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
Pacific Center for Financial Services
|
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Ieq Capital, Llc
|
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QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
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|
Hayek Kallen Investment Management
|
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Dodge & Cox
|
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Intrust Bank Na
|
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Family Legacy, Inc.
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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|
Capitolis Liquid Global Markets LLC
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Compass Capital Corp /ma/ /adv
|
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|
Gardner Russo & Quinn Llc
|
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Franklin Street Advisors Inc /nc
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
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|
ESL Trust Services, LLC
|
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|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
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|
|
EP Wealth Advisors, Inc.
|
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|
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|
Boyd Watterson Asset Management Llc/oh
|
|
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|
1248 Management, LLC
|
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|
Investor's Fiduciary Advisor Network, LLC
|
|
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|
Culbertson A N & Co Inc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
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|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
BOS Asset Management, LLC
|
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|
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|
AMF Pensionsforsakring AB
|
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|
JB Capital LLC
|
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|
Gabelli Funds Llc
|
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|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
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|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Buska Wealth Management, LLC
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Stonebridge Wealth Management, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
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Texas Yale Capital Corp.
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Banque Cantonale Vaudoise
|
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Savant Capital, LLC
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Arcadia Investment Management Corp/mi
|
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Berkshire Asset Management Llc/pa
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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R.H. Dinel Investment Counsel, Inc.
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
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Tobias Financial Advisors, Inc.
|
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White Pine Capital Llc
|
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COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
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|
Investment Management Corp of Ontario
|
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
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|
Alteri Wealth LLC
|
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Wagner Wealth Management, Llc
|
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Bank of New Hampshire
|
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Davis Capital Management
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Premier Path Wealth Partners, LLC
|
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Price T Rowe Associates Inc /md/
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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AIMZ Investment Advisors, LLC
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Oregon Pacific Wealth Management, LLC
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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Menard Financial Group LLC
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
Beese Fulmer Investment Management, Inc.
|
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Stiles Financial Services Inc
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Steel Peak Wealth Management LLC
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Shoker Investment Counsel, Inc.
|
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Cumberland Advisors Inc
|
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Golden State Wealth Management, LLC
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Lewis Asset Management, LLC
|
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Teachers Insurance & Annuity Association Of America
|
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|
Cable Hill Partners, LLC
|
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Wood Tarver Financial Group, LLC
|
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|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
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|
Physicians Financial Services, Inc.
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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|
Tradewinds Capital Management, LLC
|
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Hager Investment Management Services, Llc
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Group One Trading, L.p.
|
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
Horizons Wealth Management
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
Evolution Wealth Management Inc.
|
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Van Hulzen Asset Management, LLC
|
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Tranquility Partners, LLC
|
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|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
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|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
Vantage Financial Partners, LLC
|
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|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
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|
Beck Mack & Oliver Llc
|
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Fidelity D & D Bancorp Inc
|
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|
Novare Capital Management Llc
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Colonial River Wealth Management, LLC
|
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Capstone Financial Advisors, Inc.
|
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Silvant Capital Management LLC
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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Wedmont Private Capital
|
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|
W.H. Cornerstone Investments Inc.
|
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Mma Asset Management Llc
|
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Noesis Capital Mangement Corp
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
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|
|
626 Financial, LLC
|
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|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
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|
Hudson Bay Capital Management LP
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
N.E.W. Advisory Services LLC
|
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|
Fort Sheridan Advisors Llc
|
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Octavia Wealth Advisors, LLC
|
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Asset Management One Co., Ltd.
|
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|
Hobbs Wealth Management, LLC
|
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|
Cascade Financial Partners, LLC
|
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|
|
Financial Advocates Investment Management
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
|
|
|
Wesleyan Assurance Society
|
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|
Synergy Financial Management, LLC
|
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|
Semper Augustus Investments Group Llc
|
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|
|
Farmers Trust Co
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
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|
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|
Schulhoff & Co Inc
|
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Canopy Partners, LLC
|
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|
Means Investment Co., Inc.
|
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|
Legacy Investment Solutions, LLC
|
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
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|
Lindsell Train Ltd
|
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|
IFP Advisors, Inc
|
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|
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|
|
Aristotle Atlantic Partners, Llc
|
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
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|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Sava Infond d.o.o.
|
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|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Katamaran Capital LLP
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Cypress Point Wealth Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Colony Family Offices, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
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Johnson Financial Group, Inc.
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Slocum, Gordon & Co LLP
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Mid-American Wealth Advisory Group, Inc.
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JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
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Generali Investments CEE, investicni spolecnost, a.s.
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Newton One Investments LLC
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
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Bollard Group LLC
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Heartland Bank & Trust Co
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One Wealth Capital Management, Llc
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Greystone Financial Group, LLC
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Mbb Public Markets I Llc
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
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Jefferies Financial Group Inc.
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W Advisors, Llc
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VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
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Putney Financial Group LLC
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EPG Wealth Management LLC
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Sentinel Trust Co Lba
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Annex Advisory Services, LLC
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Fortem Financial Group, Llc
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Miller Howard Investments Inc /ny
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ProVise Management Group, LLC
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Schroder Investment Management Group
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Exencial Wealth Advisors, Llc
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Empire Life Investments Inc.
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OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
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All Terrain Financial Advisors, LLC
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First United Bank Trust/
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ProShare Advisors LLC
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Mainsail Financial Group, LLC
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Acorn Creek Capital Llc
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High Note Wealth, LLC
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Plato Investment Management Ltd
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Guggenheim Capital Llc
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Centerline Wealth Advisors, LLC
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Marion Wealth Management
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Rafferty Asset Management, LLC
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Aberdeen Wealth Management LLC
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Deutsche Bank Ag\
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WPG Advisers, LLC
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
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Lazard Global Total Return & Income Fund Inc
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CWS Financial Advisors, LLC
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Mutual Of America Capital Management Llc
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XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
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Weatherly Asset Management L. P.
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Promethium Advisors,llc
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BLB&B Advisors, LLC
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Schwarz Dygos Wheeler Investment Advisors Llc
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BSW Wealth Partners
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
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Zions Bancorporation, National Association /ut/
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LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
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GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
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WealthTrak Capital Management LLC
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
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Jfs Wealth Advisors, Llc
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Tradition Wealth Management, LLC
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Providence First Trust Co
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Allianz Se
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Park Avenue Securities Llc
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Handelsbanken Fonder AB
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
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Cromwell Holdings LLC
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Elevation Series Trust - The Opal Dividend Income ETF
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Aqr Capital Management Llc
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CLARET ASSET MANAGEMENT Corp
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Austin Wealth Management, LLC
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Simplex Trading, Llc
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Rehmann Capital Advisory Group
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Phoenix Holdings Ltd.
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Allen Wealth Management, Llc
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EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
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Inlight Wealth Management, LLC
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Lokken Investment Group LLC
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Cordatus Wealth Management LLC
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RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
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PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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Impax Asset Management Group plc
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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Verus Financial Partners, Inc.
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
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RMR Wealth Builders
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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Riggs Asset Managment Co. Inc.
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
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Round Rock Advisors, LLC
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Ostrum Asset Management
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Fiduciary Alliance LLC
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FT Vest Total Return Income Fund: Series A2
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Empowered Funds, LLC
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Catalyst Financial Partners Llc
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
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Contravisory Investment Management, Inc.
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Tarbox Family Office, Inc.
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MorganRosel Wealth Management, LLC
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Scotia Capital Inc.
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DMG Group, LLC
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Northstar Advisory Group, LLC
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Founders Capital Management, Llc
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Cubist Systematic Strategies, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
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E. Ohman J:or Asset Management AB
|
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Silver Lake Advisory, LLC
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Blue Edge Capital, LLC
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IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
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Trinity Legacy Partners, LLC
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Seacrest Wealth Management, Llc
|
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Ckw Financial Group
|
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Legacy Financial Advisors, Inc.
|
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Ifrah Financial Services, Inc.
|
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Centurion Wealth Management LLC
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