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Ossiam
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Federated Hermes, Inc.
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Groesbeck Investment Management Corp /nj/
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Wrapmanager Inc
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Sepio Capital, LP
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Versor Investments LP
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Adviser Investments LLC
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Northstar Financial Companies, Inc.
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Nations Financial Group Inc, /ia/ /adv
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Ironwood Investment Counsel, LLC
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Gemmer Asset Management LLC
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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Spdr S&p 500 Etf Trust
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Center for Financial Planning, Inc.
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First Trust Enhanced Equity Income Fund
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Safeguard Investment Advisory Group, LLC
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Smart Portfolios, LLC
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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Asset Planning,Inc
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
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RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
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Essex LLC
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O'shaughnessy Asset Management, Llc
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Cerro Pacific Wealth Advisors LLC
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Natural Investments, Llc
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JBR Co Financial Management Inc
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Midwestern Financial, LLC /IA
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Decker Retirement Planning Inc.
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T. Rowe Price Investment Management, Inc.
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CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
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Ridgewood Investments LLC
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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Washington Trust Bank
|
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Lorne Steinberg Wealth Management Inc.
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Korea Investment CORP
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Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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Ritter Daniher Financial Advisory LLC / DE
|
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Quadrant Private Wealth Management, LLC
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Laffer Investments
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Red Door Wealth Management, LLC
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Baker Avenue Asset Management, LP
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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Inscription Capital, LLC
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EP Wealth Advisors, Inc.
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Drive Wealth Management, Llc
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Verus Capital Partners, Llc
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Conning Inc.
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PENN SERIES FUNDS INC - Large Growth Stock Fund
|
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TriaGen Wealth Management LLC
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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Westshore Wealth, LLC
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Palouse Capital Management, Inc.
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Emerald Advisors, LLC
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L2 Asset Management, LLC
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IFM Investors Pty Ltd
|
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Ignite Planners, LLC
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Glass Jacobson Investment Advisors llc
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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Mengis Capital Management, Inc.
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Northwest Quadrant Wealth Management, LLC
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Hofer & Associates. Inc
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
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Cyndeo Wealth Partners, LLC
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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Talon Private Wealth, LLC
|
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FRNKX - FRANK FUNDS - Frank Value Fund INVESTOR CLASS
|
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Twinbeech Capital Lp
|
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Daiwa Securities Group Inc.
|
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Union Savings Bank
|
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Summit Place Financial Advisors, LLC
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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Bell & Brown Wealth Advisors, Llc
|
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CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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LPL Financial LLC
|
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IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
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Park Avenue Securities Llc
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Profunds - Profund Vp Nasdaq-100
|
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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Bulltick Wealth Management, LLC
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Argent Capital Management Llc
|
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Tealwood Asset Management Inc
|
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G&S Capital LLC
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Resources Management Corp /ct/ /adv
|
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
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|
Bogart Wealth, LLC
|
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|
Harwood Advisory Group, LLC
|
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Perpetual Ltd
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
Sunbelt Securities, Inc.
|
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|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
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|
Wallace Advisory Group, LLC
|
|
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|
Ted Buchan & Co
|
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|
Citizens Financial Group Inc/ri
|
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|
Semper Augustus Investments Group Llc
|
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|
Marble Harbor Investment Counsel, LLC
|
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|
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|
Covenant Asset Management, LLC
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
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|
MTM Investment Management, LLC
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
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|
Bank OZK
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Pacifica Capital Investments, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Gagnon Securities Llc
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
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NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
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|
Vestor Capital, Llc
|
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|
|
Frisch Financial Group, Inc.
|
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|
Morningstar Investment Services LLC
|
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|
Advisor Group Holdings, Inc.
|
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|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
First Affirmative Financial Network
|
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|
Mendel Capital Management LLC
|
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|
Profund Advisors Llc
|
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|
Kentucky Retirement Systems
|
|
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|
Iron Horse Wealth Management, LLC
|
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|
Brady Family Wealth, Llc
|
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|
Seneschal Advisors, LLC
|
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|
HBK Sorce Advisory LLC
|
|
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|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
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|
|
Van Eck Associates Corp
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
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|
Tyche Wealth Partners LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Baron Wealth Management LLC
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Tacita Capital Inc
|
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|
Nwam Llc
|
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|
Marcum Wealth, LLC
|
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Quaker Wealth Management, LLC
|
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|
Cassaday & Co Wealth Management LLC
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
|
|
|
Ransom Advisory, Ltd
|
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|
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|
Atlantic Private Wealth, LLC
|
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|
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|
Bolthouse Investments, LLC
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
AIMZ Investment Advisors, LLC
|
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STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Diligent Investors, LLC
|
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|
Scott Marsh Financial, LLC
|
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|
Hussman Strategic Advisors, Inc.
|
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|
HAP Trading, LLC
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
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|
Deane Retirement Strategies, Inc.
|
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|
iA Global Asset Management Inc.
|
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Waterloo Capital, L.P.
|
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
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|
Circle Wealth Management, LLC
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Ethic Inc.
|
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|
Ceera Investments, Llc
|
|
|
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Compass Capital Management, Inc
|
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|
|
|
|
Horizon Wealth Management, LLC
|
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|
Portside Wealth Group, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
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|
|
Intelligent Financial Strategies
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
WOFDX - WELLS FARGO FUNDS TRUST - Wells Fargo Opportunity Fund Administrator Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Woodson Capital Management, LP
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
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1620 Investment Advisors, Inc.
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Rothschild Investment Llc
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Forum Financial Management, LP
|
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LGT Group Foundation
|
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Eastern Bank
|
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Marion Wealth Management
|
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Anb Bank
|
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LGT Financial Advisors LLC
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Beaird Harris Wealth Management, LLC
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Perigon Wealth Management, LLC
|
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Palogic Value Management, L.P.
|
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|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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|
WoodTrust Financial Corp
|
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|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
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|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Capital Advantage, Inc.
|
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|
Kestra Investment Management, LLC
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Graybill Bartz & Assoc Ltd
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Boston Private Wealth Llc
|
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Comerica Bank
|
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Fisher Asset Management, LLC
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California Public Employees Retirement System
|
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Founders Financial Securities Llc
|
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Giverny Capital Inc.
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Hibernia Wealth Partners, LLC
|
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United Community Bank
|
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Norges Bank
|
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U.S. Capital Wealth Advisors, LLC
|
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
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|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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K.J. Harrison & Partners Inc
|
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OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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Calamos Advisors LLC
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Fox Run Management, L.l.c.
|
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VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Carolina Wealth Advisors, LLC
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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DekaBank Deutsche Girozentrale
|
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|
OMERS ADMINISTRATION Corp
|
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|
Public Employees Retirement Association Of Colorado
|
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|
MGB Wealth Management, LLC
|
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Smartleaf Asset Management LLC
|
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|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
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|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
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|
Federation des caisses Desjardins du Quebec
|
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
Cable Hill Partners, LLC
|
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Susquehanna Fundamental Investments, Llc
|
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E. Ohman J:or Asset Management AB
|
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Simplex Trading, Llc
|
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Clark & Stuart, Inc
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Exeter Financial, LLC
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Lavaca Capital Llc
|
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|
Flossbach Von Storch Ag
|
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
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|
Mmbg Investment Advisors Co.
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
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|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
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|
Greykasell Wealth Strategies, Inc.
|
|
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|
Brevan Howard Capital Management LP
|
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|
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|
Voleon Capital Management Lp
|
|
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|
Team Financial Group, LLC
|
|
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|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Warberg Asset Management LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Patton Fund Management, Inc.
|
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|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
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|
|
Guardian Partners Inc.
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Cloud Capital Management, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Palmer Knight Co
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
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|
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|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
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|
Coastline Trust Co
|
|
|
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|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
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|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
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|
Bernard Wealth Management Corp.
|
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|
Brookstone Capital Management
|
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|
ICONIQ Capital, LLC
|
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|
First Trust Advisors Lp
|
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Plante Moran Financial Advisors, LLC
|
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|
Stordahl Capital Management, Inc.
|
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Crew Capital Management, Ltd.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
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|
Autumn Glory Partners, LLC
|
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|
Sawyer & Company, Inc
|
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Wiley Bros.-aintree Capital, Llc
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
GSB Wealth Management, LLC
|
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Fred Alger Management, Llc
|
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Epoch Investment Partners, Inc.
|
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Western Pacific Wealth Management, LP
|
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Siemens Fonds Invest GmbH
|
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|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
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|
|
Great Valley Advisor Group, Inc.
|
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E Fund Management (Hong Kong) Co., Ltd.
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Quantinno Capital Management LP
|
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Synergy Financial Group, LTD
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Chung Wu Investment Group, LLC
|
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|
Minot DeBlois Advisors LLC
|
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|
Transcend Wealth Collective, Llc
|
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|
Rockland Trust Co
|
|
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|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
BlackRock, Inc.
|
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|
|
Janus Henderson Group Plc
|
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|
First Command Advisory Services, Inc.
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
First Foundation Advisors
|
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|
HFM Investment Advisors, LLC
|
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|
Colonial River Wealth Management, LLC
|
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|
Morgan Dempsey Capital Management Llc
|
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|
Rocky Mountain Advisers, Llc
|
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|
High Note Wealth, LLC
|
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|
Reik & Co., Llc
|
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Blackston Financial Advisory Group, LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
National Pension Service
|
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|
Klingenstein Fields & Co Lp
|
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Chicago Capital, LLC
|
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|
Prospera Financial Services Inc
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
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|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
|
Baker Ellis Asset Management LLC
|
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|
Voya Financial Advisors, Inc.
|
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|
Investment Research & Advisory Group, Inc.
|
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Capital Analysts, Inc.
|
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|
Police & Firemen's Retirement System of New Jersey
|
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ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
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|
|
Argent Trust Co
|
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|
|
Arkadios Wealth Advisors
|
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|
Pacific Sage Partners, LLC
|
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|
Auxier Asset Management
|
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|
Pettyjohn, Wood & White, Inc
|
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|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
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|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
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|
|
Covenant Partners, LLC
|
|
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|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Rezny Wealth Management, Inc.
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Opportunity Fund Class 2
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
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|
|
Fischer Financial Services, Inc.
|
|
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FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
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|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
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|
|
Avantax Advisory Services, Inc.
|
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|
|
PDS Planning, Inc
|
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|
|
Compass Financial Services Inc
|
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|
Quadcap Wealth Management, LLC
|
|
|
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|
Gen-Wealth Partners Inc
|
|
|
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|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
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|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
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|
Legacy Financial Advisors, Inc.
|
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|
Pensionmark Financial Group, Llc
|
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Shufro Rose & Co Llc
|
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Leonard Rickey Investment Advisors P.L.L.C.
|
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Parkside Financial Bank & Trust
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Compagnie Lombard Odier SCmA
|
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|
Valley Brook Capital Group, Inc.
|
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Nisa Investment Advisors, Llc
|
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Courage Capital Management Llc
|
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|
Beta Wealth Group, Inc.
|
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|
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|
|
LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
|
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|
|
|
|
Putney Financial Group LLC
|
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|
|
Stablepoint Partners, LLC
|
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Emprise Bank
|
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Prudent Man Advisors, LLC
|
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Wimmer Associates 1, Llc
|
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|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
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|
Vestmark Advisory Solutions, Inc.
|
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ProVise Management Group, LLC
|
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PKO Investment Management Joint-Stock Co
|
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Institutional Investment Strategy Fund
|
|
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Shell Asset Management Co
|
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|
Dana Investment Advisors, Inc.
|
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Byrne Asset Management LLC
|
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|
Nexus Investment Management ULC
|
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|
Everence Capital Management Inc
|
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|
Goelzer Investment Management, Inc.
|
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Segall Bryant & Hamill, Llc
|
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Hollencrest Capital Management
|
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|
Varma Mutual Pension Insurance Co
|
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|
Tremblant Capital Group
|
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Americana Partners, LLC
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Quent Capital, LLC
|
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|
Daner Wealth Management, LLC
|
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|
Lazari Capital Management, Inc.
|
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|
DT Investment Partners, LLC
|
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|
Capstone Investment Advisors, Llc
|
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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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|
|
|
Pictet Asset Management Holding SA
|
|
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|
Finley Financial, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
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|
Mufg Securities Americas Inc.
|
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|
Financial Engines Advisors L.L.C.
|
|
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|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
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|
Ballentine Partners, LLC
|
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|
JustInvest LLC
|
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|
Lincoln Capital LLC
|
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|
JDM Financial Group LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Belmont Capital, LLC
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
Rhumbline Advisers
|
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
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|
Westpac Banking Corp
|
|
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|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Ratan Capital Management LP
|
|
|
|
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JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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PYA Waltman Capital, LLC
|
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Opal Wealth Advisors, LLC
|
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MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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|
Absher Wealth Management, Llc
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
Tradition Wealth Management, LLC
|
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|
Gill Capital Partners, Llc
|
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|
Vision Financial Markets Llc
|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
West Paces Advisors Inc.
|
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|
Ingalls & Snyder Llc
|
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|
Brandywine Oak Private Wealth Llc
|
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|
Bellwether Advisors, LLC
|
|
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|
Intrust Bank Na
|
|
|
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|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
Mount Yale Investment Advisors, LLC
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Campbell Newman Asset Management Inc
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|
Chelsea Counsel Co
|
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Advyzon Investment Management, LLC
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Bristol John W & Co Inc /ny/
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Parallel Advisors, LLC
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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AssuredPartners Investment Advisors, LLC
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Maseco Llp
|
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Invesco Qqq Trust, Series 1
|
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Farther Finance Advisors, LLC
|
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Mattern Capital Management, Llc
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Cornerstone Strategic Value Fund Inc
|
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MorganRosel Wealth Management, LLC
|
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|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
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|
Sargent Investment Group, LLC
|
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QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
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|
Tolleson Wealth Management, Inc.
|
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Lantern Wealth Advisors, LLC
|
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Ledyard National Bank
|
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JB Capital LLC
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|
White Pine Investment CO
|
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|
RFG Advisory, LLC
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|
Delap Wealth Advisory, Llc
|
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|
Commonwealth Financial Services, LLC
|
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|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
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|
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|
MeadowBrook Investment Advisors LLC
|
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|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
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|
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|
Holos Integrated Wealth LLC
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|
Mascoma Wealth Management LLC
|
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|
State Of Michigan Retirement System
|
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Geneos Wealth Management Inc.
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Balyasny Asset Management Llc
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Viking Fund Management Llc
|
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QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
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|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Heartland Bank & Trust Co
|
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|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
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|
SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
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|
Jane Street Group, Llc
|
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|
Schmidt P J Investment Management Inc
|
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Kinneret Advisory, LLC
|
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|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
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|
Grandfield & Dodd, Llc
|
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|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
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|
Ameritas Investment Partners, Inc.
|
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Birinyi Associates Inc
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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|
Estabrook Capital Management
|
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|
Cache Advisors, LLC
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
Fulton Bank, N.a.
|
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|
Cohen Capital Management, Inc.
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
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|
Allspring Global Investments Holdings, LLC
|
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|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
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|
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|
Cedar Wealth Management, LLC
|
|
|
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|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Northern Financial Advisors Inc
|
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|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
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|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
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|
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|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
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|
|
Investment Partners, Ltd.
|
|
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|
Prescott Group Capital Management, L.l.c.
|
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|
Point72 (DIFC) Ltd
|
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|
|
Meyer Handelman Co
|
|
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|
Pinnacle Financial Partners Inc
|
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|
Mediolanum International Funds Ltd
|
|
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|
|
Aqr Capital Management Llc
|
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|
|
RMB Capital Management, LLC
|
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|
|
American Century Companies Inc
|
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|
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|
|
Madrona Financial Services, LLC
|
|
|
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|
Wbh Advisory Inc
|
|
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|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Candlestick Capital Management LP
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Black Cypress Capital Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Lone Pine Capital Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
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|
Grove Bank & Trust
|
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|
Caisse De Depot Et Placement Du Quebec
|
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|
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|
|
Vickerman Investment Advisors, Inc.
|
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|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
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|
|
Creative Capital Management Investments LLC
|
|
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|
Smith, Moore & Co.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
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|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
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|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
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|
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|
Financial Connections Group, Inc.
|
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|
Stegent Equity Advisors, Inc.
|
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|
Stonebrook Private Inc.
|
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
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|
NorthCrest Asset Manangement, LLC
|
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|
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|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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|
Perkins Coie Trust Co
|
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|
Smith Chas P & Associates Pa Cpas
|
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|
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|
ISAM Funds (UK) Ltd
|
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|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
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|
Cornerstone Wealth Group, LLC
|
|
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Indiana Trust & Investment Management CO
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Prospect Financial Services LLC
|
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Forbes J M & Co Llp
|
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Bell Bank
|
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|
Mayflower Financial Advisors, LLC
|
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HighTower Advisors, LLC
|
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Ameriprise Financial Inc
|
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|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
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|
Red Spruce Capital, LLC
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
|
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|
Lakeside Advisors, INC.
|
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
|
Nova Wealth Management, Inc.
|
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Thrive Wealth Management, LLC
|
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|
First National Bank Sioux Falls
|
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|
Archetype Wealth Partners
|
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|
Vision Capital Management, Inc.
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Berkeley Capital Partners, LLC
|
|
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|
Mb, Levis & Associates, Llc
|
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|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
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|
Garrison Point Advisors, Llc
|
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|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
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|
Cornerstone Advisors, LLC
|
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|
Chapman Financial Group, Llc
|
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|
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A
|
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|
|
CHICAGO TRUST Co NA
|
|
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|
|
Mercer Global Advisors Inc /adv
|
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|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
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|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
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|
Glenmede Investment Management, LP
|
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|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
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Valued Wealth Advisors LLC
|
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|
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|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Ascent Group, LLC
|
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|
Oak Thistle LLC
|
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Cornerstone Planning Group LLC
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Pineridge Advisors LLC
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LCM Capital Management Inc
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PenderFund Capital Management Ltd.
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GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
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Jacobs & Co/ca
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Roanoke Asset Management Corp/ Ny
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Sage Capital Advisors,llc
|
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VisionPoint Advisory Group, LLC
|
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JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
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|
Private Capital Management Llc
|
|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
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|
TRUE Private Wealth Advisors
|
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SummitTX Capital, L.P.
|
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Cardinal Capital Management
|
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Donaldson Capital Management, Llc
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Maia Wealth LLC
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LaFleur & Godfrey LLC
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Aspiriant, Llc
|
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DHJJ Financial Advisors, Ltd.
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Avantax Planning Partners, Inc.
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Scientech Research LLC
|
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Hennion & Walsh Asset Management, Inc.
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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Red Tortoise LLC
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Epiq Partners, Llc
|
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National Asset Management, Inc.
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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Prestige Wealth Management Group LLC
|
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Concurrent Investment Advisors, LLC
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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Moody National Bank Trust Division
|
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Liberty Capital Management, Inc.
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Daymark Wealth Partners, Llc
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LGT Fund Management Co Ltd.
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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Rik Saylor Financial, Inc.
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Angeles Wealth Management, Llc
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Quotient Wealth Partners, LLC
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Shum Financial Group, Inc.
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Acropolis Investment Management, LLC
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Pandora Wealth, Inc.
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Mather Group, Llc.
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MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
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Burns J W & Co Inc/ny
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Optimum Investment Advisors
|
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Proficio Capital Partners LLC
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Cwm, Llc
|
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Ckw Financial Group
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Savvy Advisors, Inc.
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Mogy Joel R Investment Counsel Inc
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Capital International Investors
|
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DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
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RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
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Bridgewater Associates, LP
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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Nuveen, LLC
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Vestcor Inc
|
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Walker Asset Management, LLC
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Vinva Investment Management Ltd
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Harbor Investment Advisory, Llc
|
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Allianz Asset Management GmbH
|
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Lcnb Corp
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
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|
StoneX Group Inc.
|
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|
CBOE Vest Financial, LLC
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
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|
Hoertkorn Richard Charles
|
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Sapient Capital Llc
|
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Dudley Capital Management, Llc
|
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Penobscot Investment Management Company, Inc.
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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|
Royal Bank Of Canada
|
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|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
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|
|
|
DLD Asset Management, LP
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
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|
|
Signet Financial Management, Llc
|
|
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|
Delta Financial Group, Inc.
|
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
|
Archer Investment Corp
|
|
|
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|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
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|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
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|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
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|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
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|
|
|
Bennett Associates Wealth Management
|
|
|
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|
|
Douglass Winthrop Advisors, LLC
|
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|
|
Oppenheimer & Co Inc
|
|
|
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|
|
Paul R. Ried Financial Group, LLC
|
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|
|
WealthBridge Investment Counsel Inc.
|
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|
Matisse Capital
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
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|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
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|
Sachetta, LLC
|
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|
Physicians Financial Services, Inc.
|
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Marco Investment Management Llc
|
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|
Bridges Investment Management Inc
|
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Journey Advisory Group, LLC
|
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Horst & Graben Wealth Management LLC
|
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|
Sand Hill Global Advisors, LLC
|
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|
SBI Securities Co., Ltd.
|
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Agf Management Ltd
|
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|
Kovack Advisors, Inc.
|
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PFW Advisors LLC
|
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IAG Wealth Partners, LLC
|
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WealthPlan Investment Management, LLC
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
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|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
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Barclays Plc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
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|
|
Catalina Capital Group, LLC
|
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|
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
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|
|
Empirical Asset Management, LLC
|
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Obermeyer Wood Investment Counsel, Lllp
|
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|
Catalyst Financial Partners Llc
|
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|
Advantage Trust Co
|
|
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|
QV Investors Inc.
|
|
|
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|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
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|
Whittier Trust Co Of Nevada Inc
|
|
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|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
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|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
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|
|
Nicholas Company, Inc.
|
|
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|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
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|
Diversified Enterprises, LLC
|
|
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|
|
Westend Capital Management LLC
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
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|
|
Appleton Partners Inc/ma
|
|
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|
|
WFA of San Diego, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
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|
|
HS Management Partners, LLC
|
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|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
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|
|
|
|
Mechanics Financial Corp
|
|
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|
|
|
World Equity Group, Inc.
|
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|
|
Centennial Bank/AR/
|
|
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|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
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|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
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|
|
Steward Partners Investment Advisory, Llc
|
|
|
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|
|
Bensler, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
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|
|
M3 Advisory Group, LLC
|
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|
|
Alpha Family Trust
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
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|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Georgetown University
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
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|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
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|
FIL Ltd
|
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|
Ci Investments Inc.
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
Utah Retirement Systems
|
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|
|
Rathbone Brothers plc
|
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|
Hantz Financial Services, Inc.
|
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|
Friedenthal Financial
|
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|
Perennial Advisors, LLC
|
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|
Charles Schwab Trust Co
|
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|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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|
Ostrum Asset Management
|
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|
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|
|
Your Advocates Ltd., LLP
|
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|
Granite FO LLC
|
|
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|
Total Investment Management Inc
|
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|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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|
LexAurum Advisors, LLC
|
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Consolidated Portfolio Review Corp
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Cape Investment Advisory, Inc.
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
Td Asset Management Inc
|
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Inceptionr Llc
|
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Keebeck Wealth Management, LLC
|
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Raleigh Capital Management Inc.
|
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|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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|
Wsfs Capital Management, Llc
|
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PARK CIRCLE Co
|
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Cidel Asset Management Inc
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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|
Wesbanco Bank Inc
|
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|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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Intellectus Partners, LLC
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
Ronald Blue Trust, Inc.
|
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|
Aspen Wealth Strategies, LLC
|
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STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
|
Inspirion Wealth Advisors, Llc
|
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KBC Group NV
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
D L Carlson Investment Group Inc
|
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|
Holderness Investments Co
|
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|
Kimelman & Baird, LLC
|
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Wealth Alliance
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
CIBC Asset Management Inc
|
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|
F/M Investments LLC
|
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VLCGX - VALIC Co I - Large Capital Growth Fund
|
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|
Levin Capital Strategies, L.p.
|
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Penserra Capital Management LLC
|
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|
S-Bank Fund Management Ltd
|
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|
Sonora Investment Management Group, LLC
|
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|
California State Teachers Retirement System
|
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|
GoalVest Advisory LLC
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Dagco, Inc.
|
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|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
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|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
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|
|
CAPROCK Group, Inc.
|
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|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Columbia Advisory Partners Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
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|
|
Royal Fund Management, LLC
|
|
|
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|
|
Clean Yield Group
|
|
|
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|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
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|
|
Orion Capital Management LLC
|
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|
Sentry Investment Management Llc
|
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|
Sei Investments Co
|
|
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|
BetterWealth, LLC
|
|
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|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
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|
Hutchinson Capital Management/ca
|
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Curio Wealth, Llc
|
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|
Great Lakes Advisors, Llc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
West Family Investments, Inc.
|
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|
Gryphon Financial Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Quarry LP
|
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|
Strait & Sound Wealth Management LLC
|
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|
Oversea-Chinese Banking CORP Ltd
|
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|
Kentucky Trust Co
|
|
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|
Cape Cod Five Cents Savings Bank
|
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|
Legacy Capital Wealth Partners, LLC
|
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Game Plan Financial Advisors, LLC
|
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|
Pinnacle Bancorp, Inc.
|
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|
Smith, Salley & Associates
|
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|
Qrg Capital Management, Inc.
|
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|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
Cladis Investment Advisory, LLC
|
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|
Level Four Advisory Services, Llc
|
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|
|
First Pacific Financial
|
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|
Valley National Advisers Inc
|
|
|
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|
Rise Advisors, LLC
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Motco
|
|
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|
CTC Alternative Strategies, Ltd.
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
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|
VeraBank, N.A.
|
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|
Point72 Asset Management, L.P.
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
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|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
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|
Meeder Advisory Services, Inc.
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
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|
Douglas Lane & Associates, LLC
|
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|
Moloney Securities Asset Management, LLC
|
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|
Verity & Verity, LLC
|
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|
Legacy Capital Group California, Inc.
|
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|
Horizon Financial Services, Llc
|
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|
VestGen Advisors, LLC
|
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|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
Altfest L J & Co Inc
|
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|
Painted Porch Advisors LLC
|
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|
Family Legacy Financial Solutions, LLC
|
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|
|
Park Place Capital Corp
|
|
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|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
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|
Childress Capital Advisors, Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Hrt Financial Lp
|
|
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|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Marest Capital, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Copperleaf Capital, LLC
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New Hampshire Trust
|
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Atria Investments Llc
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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|
Bear Mountain Capital, Inc.
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Solstein Capital, LLC
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
CWA Asset Management Group, LLC
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Cobblestone Capital Advisors Llc /ny/
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Patron Partners Advisors, Llc
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TBH Global Asset Management, LLC
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Sittner & Nelson, Llc
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
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Advisors Capital Management, LLC
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MSA Advisors, LLC
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Vermillion & White Wealth Management Group, LLC
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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Venator Management LLC
|
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Ocean Capital Management, LLC
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Arizona State Retirement System
|
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Peterson Wealth Services
|
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Centaurus Financial, Inc.
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QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
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BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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Pinnacle West Asset Management, Inc.
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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Jamison Private Wealth Management, Inc.
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Benjamin Edwards Inc
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Saratoga Research & Investment Management
|
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PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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Massachusetts Financial Services Co /ma/
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GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Financially Speaking Inc
|
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Blume Capital Management, Inc.
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
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Bank of New York Mellon Corp
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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Linscomb & Williams, Inc.
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Heritage Wealth Management, Inc.
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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OV Management LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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Tableaux Llc
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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Cove Private Wealth, LLC
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Principal Street Partners, LLC
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DecisionPoint Financial, LLC
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Calamos Wealth Management LLC
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Kingsview Wealth Management, LLC
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Natixis
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Principle Wealth Partners Llc
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Blue Barn Wealth, LLC
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Syntegra Private Wealth Group, LLC
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Fortitude Family Office, LLC
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Pinnacle Wealth Management Advisory Group, LLC
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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Bristlecone Advisors, LLC
|
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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Turtle Creek Wealth Advisors, LLC
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Founders Financial Alliance, LLC
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CoreCap Advisors, LLC
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PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
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Paces Ferry Wealth Advisors, Llc
|
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Loomis Sayles & Co L P
|
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Traub Capital Management LLC
|
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Hilltop National Bank
|
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MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
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UNIVEST FINANCIAL Corp
|
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Hudson Bay Capital Management LP
|
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Heritage Wealth Management, Inc. /CA/
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
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|
Riverbridge Partners Llc
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
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|
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|
Erste Asset Management GmbH
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
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|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
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|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
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|
Arbor Capital Management Inc /adv
|
|
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|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
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|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
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|
Clear Creek Financial Management, LLC
|
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|
Valtinson Bruner Financial Planning LLC
|
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|
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|
Kercheville Advisors, LLC
|
|
|
|
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|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
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|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
QQQA - PROSHARES TRUST - ProShares Nasdaq-100 Dorsey Wright Momentum ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
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|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
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|
Logan Capital Management Inc
|
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|
Harrell Investment Partners, Llc
|
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|
Susquehanna International Group, Llp
|
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
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|
Baypointe Partners LLC
|
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
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|
Princeton Global Asset Management LLC
|
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|
Westfuller Advisors, LLC
|
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|
Paradigm Asset Management Co Llc
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
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|
Legal & General Group Plc
|
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|
Salomon & Ludwin, LLC
|
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|
Equitable Holdings, Inc.
|
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Seed Wealth Management, Inc.
|
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Peoples Bank/KS
|
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PayPay Securities Corp
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
|
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|
Bruce G. Allen Investments, LLC
|
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Natixis Advisors, L.p.
|
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Phillips Wealth Planners LLC
|
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Badgley Phelps Wealth Managers, LLC
|
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|
Raymond James Financial Inc
|
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|
|
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|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
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|
|
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|
SJS Investment Consulting Inc.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
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|
|
|
|
Lido Advisors, LLC
|
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|
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|
|
Provident Investment Management, Inc.
|
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Jacobi Capital Management LLC
|
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|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
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|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
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|
Colony Group, LLC
|
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|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
Horan Capital Advisors, LLC.
|
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InvesTrust
|
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Morton Capital Management LLC/CA
|
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Manufacturers Life Insurance Company, The
|
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Callahan Advisors, LLC
|
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Green Harvest Asset Management LLC
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Retirement Planning Group
|
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Bank of Jackson Hole Trust
|
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HighPoint Advisor Group LLC
|
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Beutel, Goodman & Co Ltd.
|
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Nomura Asset Management Co Ltd
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Sentinus, LLC
|
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|
William Allan, Llc
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Kennon-Green & Company, LLC
|
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|
Ashton Thomas Securities, Llc
|
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Private Advisory Group LLC
|
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TD Capital Management LLC
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Tower Bridge Advisors
|
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Harbour Investment Management Llc
|
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|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
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|
Cornerstone Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
SlateStone Wealth, LLC
|
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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London Co Of Virginia
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Cambridge Advisors Inc.
|
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|
Creekmur Asset Management LLC
|
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|
Curbstone Financial Management Corp
|
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|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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|
|
Rakuten Securities, Inc.
|
|
|
|
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|
Archford Capital Strategies, LLC
|
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|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
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|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
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|
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Everhart Financial Group, Inc.
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Perfromance Wealth Partners, LLC
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
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American Money Management, LLC
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Weil Company, Inc.
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FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
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Venturi Wealth Management, LLC
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
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Jefferies Financial Group Inc.
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
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Rodgers Brothers Inc.
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Leeward Financial Partners, LLC
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Amundi
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Nicholas Hoffman & Company, LLC.
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Gould Capital, LLC
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Summitry Llc
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Bard Financial Services, Inc.
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AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
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Taurus Asset Management, Llc
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Northwestern Mutual Wealth Management Co
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American Capital Advisory, LLC
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MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
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Thompson Investment Management, Inc.
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Thrivent Financial For Lutherans
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CMT Capital Markets Trading GmbH
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TFC Financial Management
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Apexium Financial, Lp
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Bragg Financial Advisors, Inc
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
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Bartlett & Co. Wealth Management Llc
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Bridgewater Advisors Inc.
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Creative Planning
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Warren Averett Asset Management, LLC
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Financial Gravity Companies, Inc.
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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BCS Private Wealth Management, Inc.
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Central Pacific Bank - Trust Division
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Continuum Advisory, LLC
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Elo Mutual Pension Insurance Co
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LongView Wealth Management
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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Zuckerman Investment Group, LLC
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J.w. Cole Advisors, Inc.
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
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Captrust Financial Advisors
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West Financial Advisors, LLC
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Van Cleef Asset Management,Inc
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Rakuten Investment Management, Inc.
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STF Management LP
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Gifford Fong Associates
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True Wealth Design, LLC
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Magnus Financial Group LLC
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Argyle Capital Partners, LLC
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Redwood Park Advisors LLC
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
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Integrated Advisors Network LLC
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D.B. Root & Company, LLC
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Adell Harriman & Carpenter Inc
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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Qsemble Capital Management, LP
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Winton Capital Group Ltd
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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Strategic Blueprint, LLC
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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Perennial Investment Advisors, LLC
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Richard W. Paul & Associates, LLC
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Tounjian Advisory Partners, Llc
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FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
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Financial Network Wealth Management LLC
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
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AA Financial Advisors, LLC
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First National Trust Co
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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Profunds - Profund Vp Ultranasdaq-100
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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Mizuho Securities Usa Llc
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SP Asset Management LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Fmr Llc
|
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Miracle Mile Advisors, LLC
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Rnc Capital Management Llc
|
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GK Wealth Management LLC
|
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Coldstream Capital Management Inc
|
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|
Oakworth Capital, Inc.
|
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Brown Financial Advisors
|
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QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
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Swiss National Bank
|
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Jump Financial, LLC
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Kuhn & Co Investment Counsel
|
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|
Alpine Bank Wealth Management
|
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
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|
Baillie Gifford & Co
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
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|
|
Anfield Capital Management, LLC
|
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|
ORG Wealth Partners, LLC
|
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|
Armis Advisers, LLC
|
|
|
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|
Tiaa Trust, National Association
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
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|
|
Round Rock Advisors, LLC
|
|
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|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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