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Monarch Capital Management Inc/
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Root Financial Partners, LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
J.w. Cole Advisors, Inc.
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Warren Street Wealth Advisors, LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Barton Investment Management
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OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
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Lynch Asset Management, Inc.
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JB Capital LLC
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Glen Eagle Advisors, LLC
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Angeles Wealth Management, Llc
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Rodgers Brothers Inc.
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TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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Cullen Investment Group, Ltd.
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TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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Nan Shan Life Insurance Co., Ltd.
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Brian Low Financial Group, Llc
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HFM Investment Advisors, LLC
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White Knight Strategic Wealth Advisors, LLC
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Managed Asset Portfolios, Llc
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Trustmark National Bank Trust Department
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Generate Investment Management Ltd
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Sargent Investment Group, LLC
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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Bartlett & Co. Wealth Management Llc
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Algert Global Llc
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
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Baltimore-Washington Financial Advisors, Inc.
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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Invst, LLC
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XML Financial, LLC
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Arizona State Retirement System
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Ruggaard & Associates LLC
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Bowman & Co S.C.
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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Atwater Malick LLC
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Seeds Investor Llc
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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CWC Advisors, LLC.
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Wealth Management Associates, Inc.
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
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One Wealth Advisors, LLC
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Catalytic Wealth RIA, LLC
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Ashford Capital Management Inc
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Pacific Center for Financial Services
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Sepio Capital, LP
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CX Institutional
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FT Vest Total Return Income Fund: Series B1
|
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Promus Capital, LLC
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Newman Dignan & Sheerar, Inc.
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MONECO Advisors, LLC
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BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
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Gold Investment Management Ltd.
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LS Investment Advisors, LLC
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Arthur M. Cohen & Associates, Llc
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Logan Capital Management Inc
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Pinnacle Family Advisors, LLC
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Groupe la Francaise
|
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Asset Management Group, Inc.
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Ninepoint Partners LP
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LifeWealth Investments, LLC
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Callahan Advisors, LLC
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Impact Partnership Wealth, LLC
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Spire Wealth Management
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Balentine LLC
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Sound Income Strategies, LLC
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Moody National Bank Trust Division
|
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Coastline Trust Co
|
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DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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Howard Bailey Securities, Llc
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Advisory Resource Group
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Diversified Enterprises, LLC
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Caitong International Asset Management Co., Ltd
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SWS Partners
|
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Capstone Triton Financial Group, LLC
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Consultiva Wealth Management, Corp.
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
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IFM Investors Pty Ltd
|
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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Callan Family Office, LLC
|
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Trilogy Capital Inc.
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Waterloo Capital, L.P.
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Lewis Asset Management, LLC
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Balyasny Asset Management Llc
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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Evergreen Capital Management Llc
|
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
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|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
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|
Glass Wealth Management Co LLC
|
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|
King Luther Capital Management Corp
|
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|
Checchi Capital Advisers, LLC
|
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|
Sienna Gestion
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
K.J. Harrison & Partners Inc
|
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|
Coston, McIsaac & Partners
|
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|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
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|
|
Strategy Asset Managers Llc
|
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|
BlueSky Wealth Advisors, LLC
|
|
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|
Ignite Planners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
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|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
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|
Olistico Wealth, LLC
|
|
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|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
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|
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|
|
Berry Wealth Group, LP
|
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|
Cassia Capital Partners, LLC
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
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|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Hickory Point Bank & Trust
|
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|
Fort Point Capital Partners LLC
|
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|
Symphony Financial, Ltd. Co.
|
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|
Krane Funds Advisors LLC
|
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|
Penn Davis Mcfarland Inc
|
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|
Evolution Advisers, Inc.
|
|
|
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|
Cigna Investments Inc /new
|
|
|
|
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|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
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|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
Smith Asset Management Co., LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Hiley Hunt Wealth Management
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
Sierra Ocean, Llc
|
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Tower Bridge Advisors
|
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STAR Financial Bank
|
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BLB&B Advisors, LLC
|
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|
Fortitude Advisory Group L.L.C.
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Moseley Investment Management Inc
|
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|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
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|
Kapstone Financial Advisors LLC
|
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|
EWG Elevate Inc.
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Banyan Capital Management, Inc.
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Columbia Asset Management
|
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Itau Unibanco Holding S.A.
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|
Landmark Wealth Management, Inc.
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Viawealth, Llc
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|
Am Investment Strategies Llc
|
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Holistic Planning, LLC
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Laffer Investments
|
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Schnieders Capital Management Llc
|
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|
Pasadena Private Wealth, LLC
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|
Ritholtz Wealth Management
|
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|
Berkeley Capital Partners, LLC
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Capital Investment Counsel, LLC
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Cranbrook Wealth Management, LLC
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Cornerstone Wealth Group, LLC
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Blume Capital Management, Inc.
|
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Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
Enterprise Bank & Trust Co
|
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|
Echo45 Advisors LLC
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Marquette Asset Management, LLC
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Allegheny Financial Group LTD
|
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Schoolcraft Capital LLC
|
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Lyell Wealth Management, Lp
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
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|
CRA Financial Services, LLC
|
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Community Financial Services Group, LLC
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
Northern Oak Wealth Management Inc
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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|
Empirical Capital Management, LLC
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
Avenue 1 Advisors, LLC
|
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Rnc Capital Management Llc
|
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Trivant Custom Portfolio Group, LLC
|
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|
Trust Co of the South
|
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|
Bridgeway Capital Management Inc
|
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|
Kimelman & Baird, LLC
|
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|
Rockline Wealth Management, LLC
|
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|
General Partner, Inc.
|
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Mizuho Securities Co. Ltd.
|
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OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
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|
Meredith Wealth Planning
|
|
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|
Bard Financial Services, Inc.
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Regions Financial Corp
|
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|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
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|
Allen Capital Group, LLC
|
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CENTRAL TRUST Co
|
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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|
S.A. Mason LLC
|
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|
Significant Wealth Partners LLC
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|
Sofos Investments, Inc.
|
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|
Spdr S&p 500 Etf Trust
|
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|
Formidable Asset Management, LLC
|
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|
Cornerstone Planning, LLC
|
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|
Navellier & Associates Inc
|
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|
Clough Global Equity Fund
|
|
|
|
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|
Graham Capital Wealth Management, Llc
|
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|
Relyea Zuckerberg Hanson LLC
|
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|
IMA Wealth, Inc.
|
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|
Opal Wealth Advisors, LLC
|
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|
Lipe & Dalton
|
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|
Lantern Wealth Advisors, LLC
|
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|
Morton Capital Management LLC/CA
|
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|
Harbour Trust & Investment Management Co
|
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|
Voloridge Investment Management, Llc
|
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|
CIBC Asset Management Inc
|
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|
RMB Capital Management, LLC
|
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|
DecisionMap Wealth Management, LLC
|
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|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
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|
Granite Investment Partners, LLC
|
|
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|
CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
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|
jvl associates llc
|
|
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|
|
ISHP - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Retail ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
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|
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|
High Note Wealth, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
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|
Channel Wealth Llc
|
|
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|
|
Northwest Bancshares, Inc.
|
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|
LifePlan Investment Advisors, Inc.
|
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|
|
Cypress Capital Group
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Ws Management Lllp
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
FSRPX - FIDELITY SELECT PORTFOLIOS - Retailing Portfolio
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
CHUSX - Alger Global Focus Fund - Alger Global Focus Fund Class A
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Q3 Asset Management
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Sterling Manor Financial, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
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EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
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|
Western Wealth Management, LLC
|
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Sentry LLC
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Parkside 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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|
Condor Capital Management
|
|
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|
First Foundation Advisors
|
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
Northstar Asset Management Llc
|
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M&G Plc
|
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|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
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|
Traveka Wealth, LLC
|
|
|
|
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|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
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|
Dakota Wealth Management
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
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|
Worth Financial Advisory Group, LLC
|
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|
First Financial Bank - Trust Division
|
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|
Private Harbour Investment Management & Counsel, LLC
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|
Clearview Wealth Advisors LLC
|
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|
Strategic Investment Solutions, Inc. /IL
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STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
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Aspire Private Capital, LLC
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|
Wulff, Hansen & Co.
|
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|
Altus Wealth Group LLC
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|
Planning Center, Inc.
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Paradigm Financial Partners, Llc
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Davidson Trust Co
|
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Little House Capital Llc
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Private Capital Management Llc
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Firethorn Wealth Partners, Llc
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Stillwater Capital Advisors, LLC
|
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|
Disciplined Investors, L.L.C.
|
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
Shepherd Financial Partners LLC
|
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|
Inceptionr Llc
|
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YANKCOM Partnership
|
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Provenance Wealth Advisors, LLC
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|
HBK Sorce Advisory LLC
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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|
Northwest Financial Advisors
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
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|
First Hawaiian Bank
|
|
|
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|
Prostatis Group LLC
|
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VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
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|
Harmony Asset Management Llc
|
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|
Kentucky Retirement Systems
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
Empirical Asset Management, LLC
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|
Visionary Wealth Advisors
|
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|
Retirement Wealth Solutions LLC
|
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|
Siemens Fonds Invest GmbH
|
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|
Camden National Bank
|
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|
Wedge Capital Management L L P/nc
|
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SG Americas Securities, LLC
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
National Pension Service
|
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|
PSI Advisors, LLC
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Pioneer Trust Bank N A/or
|
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|
Tacita Capital Inc
|
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|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
Compass Wealth Management LLC
|
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|
Hancock Whitney Corp
|
|
|
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|
Jaffetilchin Investment Partners, LLC
|
|
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|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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|
New Century Financial Group, LLC
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|
Howard Capital Management Inc.
|
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Liberty One Investment Management, Llc
|
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RW Investment Management LLC
|
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|
Union Savings Bank
|
|
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|
Southeast Asset Advisors Inc.
|
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|
Profund Advisors Llc
|
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|
Bremer Bank National Association
|
|
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|
Westshore Wealth, LLC
|
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|
Argentarii, LLC
|
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|
Klp Kapitalforvaltning As
|
|
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|
Tranquility Partners, LLC
|
|
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|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
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|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
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|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
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|
|
Crestwood Advisors Group LLC
|
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|
|
Centerpoint Advisory Group
|
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|
|
Total Investment Management Inc
|
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|
Regal Investment Advisors LLC
|
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|
Masso Torrence Wealth Management Inc.
|
|
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|
Twinbeech Capital Lp
|
|
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|
|
Lorne Steinberg Wealth Management Inc.
|
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|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
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|
|
|
Twin Lakes Capital Management, LLC
|
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|
McGuire Investment Group, LLC
|
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|
|
Principle Wealth Partners Llc
|
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|
Oak Associates Ltd /oh/
|
|
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|
|
|
Foundations Investment Advisors, LLC
|
|
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|
|
Williams Jones Wealth Management, LLC.
|
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|
|
PAX Financial Group, LLC
|
|
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|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
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|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Entrewealth, Llc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Goodwin Investment Advisory
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Kingdon Capital Management, L.l.c.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
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Atalanta Sosnoff Capital, Llc
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Cambridge Investment Research Advisors, Inc.
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
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Lee Johnson Capital Management, Llc
|
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BIP Alliance, LLC
|
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Perfromance Wealth Partners, LLC
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Matrix Asset Advisors Inc/ny
|
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Wealth Architects, LLC
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
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|
Boston Research & Management Inc
|
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Treasurer of the State of North Carolina
|
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TCTC Holdings, LLC
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Mainstream Capital Management LLC
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Arista Wealth Management, LLC
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Strong Tower Advisory Services
|
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Lee Danner & Bass Inc
|
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Montis Financial, LLC
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BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
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Zullo Investment Group, Inc.
|
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Powers Advisory Group, LLC
|
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Cim Investment Mangement Inc
|
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Nuveen Multi-Asset Income Fund
|
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Constitution Capital LLC
|
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
Beaton Management Co. Inc.
|
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Westmount Partners, LLC
|
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Ensign Peak Advisors, Inc
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
Birmingham Capital Management Co Inc/al
|
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Lighthouse Investment Partners, LLC
|
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Eagle Wealth Strategies Llc
|
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Mader & Shannon Wealth Management, Inc.
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Ellsworth Advisors, LLC
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Macroview Investment Management Llc
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Cherokee Insurance Co
|
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Schwab Charitable Fund
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
Retirement Planning Group, Llc / Ny
|
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Strategies Wealth Advisors, LLC
|
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EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
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W Advisors, Llc
|
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Washington Trust Advisors, Inc.
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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Texas Yale Capital Corp.
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Fwl Investment Management, Llc
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Buckingham Strategic Partners
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Tounjian Advisory Partners, Llc
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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Infusive Asset Management Inc.
|
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Duncan Williams Asset Management, LLC
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WESPAC Advisors, LLC
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Goepper Burkhardt LLC
|
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Auxano Advisors, LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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|
Legal Advantage Investments, Inc.
|
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Banque de Luxembourg S.A.
|
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Dana Investment Advisors, Inc.
|
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Legacy Investment Solutions, LLC
|
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Bank & Trust Co
|
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Dohj, Llc
|
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TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
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Savoir Faire Capital Management, L.P.
|
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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Trueblood Wealth Management, LLC
|
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Catalyst Capital Advisors LLC
|
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Mount Yale Investment Advisors, LLC
|
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DLK Investment Management, LLC
|
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Aletheian Wealth Advisors LLC
|
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TrueWealth Advisors, LLC
|
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Worldquant Millennium Advisors Llc
|
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Sanders Morris Harris Llc
|
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Strata Wealth Advisors, LLC
|
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Global Trust Asset Management, LLC
|
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|
Hudson Valley Investment Advisors Inc /adv
|
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|
Shayne & Co., Llc
|
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|
BetterWealth, LLC
|
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|
Harfst & Associates, Inc.
|
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|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
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|
Cardinal Capital Management
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
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|
|
Cherry Tree Wealth Management, LLC
|
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|
Arrowstreet Capital, Limited Partnership
|
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|
Northern Financial Advisors Inc
|
|
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|
Umpqua Bank
|
|
|
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|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Hall Capital Management Co Inc
|
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|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
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|
|
BluePointe Capital Management, LLC
|
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|
Strategic Wealth Partners, Ltd.
|
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|
|
Aureus Asset Management, LLC
|
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|
|
|
Ballew Advisors, Inc
|
|
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|
Kathmere Capital Management, LLC
|
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|
|
CLARET ASSET MANAGEMENT Corp
|
|
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|
|
WJ Wealth Management, LLC
|
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|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
RETL - Direxion Shares ETF Trust - Direxion Daily Retail Bull 3X Shares
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
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|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Treasure Coast Financial Planning
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Peterson Wealth Services
|
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|
Sunbeam Capital Management, LLC
|
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|
Quadrant Capital Group Llc
|
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|
Rollins Financial Advisors, LLC
|
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|
Citadel Advisors Llc
|
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|
Palacios Wealth Management, LLC
|
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|
Wealthbridge Capital Management, Llc
|
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|
Larson Financial Group LLC
|
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|
Mml Investors Services, Llc
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Gordian Capital Singapore Pte Ltd
|
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|
Brueske Advisory Services, LLC
|
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|
Creative Financial Designs Inc /adv
|
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|
GFG Capital, LLC
|
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|
Atlas Wealth LLC
|
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|
Latitude Advisors, LLC
|
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|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Lazard Asset Management Llc
|
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|
Essex Savings Bank
|
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|
Gallacher Capital Management LLC
|
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|
S&co Inc
|
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|
Charles Schwab Trust Co
|
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|
Sherbrooke Park Advisers Llc
|
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|
Nicolet Bankshares Inc
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
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|
Sowell Financial Services LLC
|
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Oceanside Advisors LLC
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Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
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|
Bouchey Financial Group Ltd
|
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|
JustInvest LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
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|
NewEdge Wealth, LLC
|
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Integrated Wealth Concepts LLC
|
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Nicola Wealth Management Ltd.
|
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Bank Of Hawaii
|
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|
Ridgecrest Wealth Partners, Llc
|
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|
YHB Investment Advisors, Inc.
|
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Millstone Evans Group, LLC
|
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J.Safra Asset Management Corp
|
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Franklin, Parlapiano, Turner & Welch, LLC
|
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|
Birchbrook, Inc.
|
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Oberweis Asset Management Inc/
|
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|
Ibex Wealth Advisors
|
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Connecticut Wealth Management, LLC
|
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SOA Wealth Advisors, LLC.
|
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
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|
Family Investment Center, Inc.
|
|
|
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|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
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|
Venture Visionary Partners LLC
|
|
|
|
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|
TL Private Wealth
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
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|
|
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|
Canada Post Corp Registered Pension Plan
|
|
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|
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|
Argonautica Private Wealth Management, Inc
|
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|
CMG Global Holdings, LLC
|
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|
BlackRock Capital Allocation Trust
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
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|
Brown Advisory Inc
|
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|
Mutual Of America Capital Management Llc
|
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Parkworth Wealth Management, Inc.
|
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NorthCrest Asset Manangement, LLC
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Nadler Financial Group, Inc.
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North Capital, Inc.
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Actinver Wealth Management, Inc.
|
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Ingalls & Snyder Llc
|
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|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Rossby Financial, LCC
|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Nilsine Partners, LLC
|
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|
Highland Capital Management, Llc
|
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|
Trust Co Of Vermont
|
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|
Counterweight Ventures, LLC
|
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|
Eastern Bank
|
|
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|
Vance Wealth, Inc.
|
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|
Glenmede Trust Co Na
|
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|
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|
BKD Wealth Advisors, LLC
|
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|
Jacksonville Wealth Management, LLC
|
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|
|
Live Oak Investment Partners
|
|
|
|
|
|
Altshuler Shaham Ltd
|
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|
Greenwood Gearhart Inc
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
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|
|
|
Betterment LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Anson Capital, Inc.
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Dean, Jacobson Financial Services, LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
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|
Rice Partnership, LLC
|
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|
Exencial Wealth Advisors, Llc
|
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|
Dunhill Financial, LLC
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
Andina Capital Management, LLC
|
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|
Kingswood Wealth Advisors, Llc
|
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|
Cascades Capital Asset Management, LLC
|
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|
Venturi Wealth Management, LLC
|
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Garda Capital Partners Lp
|
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TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
Optas, LLC
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|
Accelerate Investment Advisors LLC
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|
High Net Worth Advisory Group LLC
|
|
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|
Citigroup Inc
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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|
Moneta Group Investment Advisors Llc
|
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|
Drucker Wealth 3.0, LLC
|
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Saybrook Capital /nc
|
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Fi3 FINANCIAL ADVISORS, LLC
|
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|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
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|
Bell Investment Advisors, Inc
|
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|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
|
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|
Bcm Advisors, Llc
|
|
|
|
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|
Bollard Group LLC
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
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Addenda Capital Inc.
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
|
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|
Yarger Wealth Strategies, Llc
|
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|
Ar Asset Management Inc
|
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|
University of Illinois Foundation
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
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|
|
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Resolute Wealth Strategies, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
|
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|
Easterly Investment Partners Llc
|
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|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
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|
Sawgrass Asset Management Llc
|
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Ulland Investment Advisors, LLC
|
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Brady Family Wealth, Llc
|
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APG Asset Management N.V.
|
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10Elms LLP
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Tudor Financial Inc.
|
|
|
|
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PBMares Wealth Management LLC
|
|
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
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|
Summit Partners Public Asset Management, Llc
|
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|
McGowan Group Asset Management, Inc.
|
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NorthRock Partners, LLC
|
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|
XTX Topco Ltd
|
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|
|
Marest Capital, LLC
|
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|
Stifel Financial Corp
|
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|
Philip James Wealth Mangement, LLC
|
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|
BTC Capital Management, Inc.
|
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|
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|
Bogart Wealth, LLC
|
|
|
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
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|
Umb Bank N A/mo
|
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|
Calamos Strategic Total Return Fund
|
|
|
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|
|
Wetherby Asset Management Inc
|
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|
Virtue Capital Management, LLC
|
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Finward Bancorp
|
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Assenagon Asset Management S.A.
|
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|
Old Second National Bank Of Aurora
|
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|
Rothschild Investment Llc
|
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Royal Fund Management, LLC
|
|
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|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
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|
|
State Street Corp
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
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|
|
Hanover Advisors Inc
|
|
|
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|
Lmcg Investments, Llc
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
SRB Corp
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Alphinity Investment Management Pty Ltd
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
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Zwj Investment Counsel Inc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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|
Arvest Investments, Inc.
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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Fmr Llc
|
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Northeast Financial Consultants Inc
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Perennial Investment Advisors, LLC
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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Accredited Investors Inc.
|
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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Nbt Bank N A /ny
|
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Dark Forest Capital Management Lp
|
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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Connors Funds - Connors Hedged Equity Fund Institutional Class
|
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Gould Asset Management Llc /ca/
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
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Anb Bank
|
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GAM Holding AG
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Credit Industriel Et Commercial
|
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Pinnacle West Asset Management, Inc.
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Napatree Capital Llc
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Mount Lucas Management LP
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Liberty Square Wealth Partners Llc
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SeaBridge Investment Advisors LLC
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Renaissance Group Llc
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Equitable Holdings, Inc.
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Whittier Trust Co
|
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SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
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Insigneo Advisory Services, Llc
|
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Galvin, Gaustad & Stein, LLC
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Profunds - Profund Vp Consumer Goods
|
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|
Accuvest Global Advisors
|
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Atlanta Consulting Group Advisors, LLC
|
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|
Integris Wealth Management, LLC
|
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Advisors Management Group Inc /adv
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
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|
Greykasell Wealth Strategies, Inc.
|
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Poinciana Advisors Group, Llc
|
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Whalerock Point Partners, Llc
|
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Forsta Ap-fonden
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Legacy Private Trust Co.
|
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McMahon Financial Advisors, LLC
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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Meyer Handelman Co
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Deane Retirement Strategies, Inc.
|
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|
Decker Retirement Planning Inc.
|
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Piscataqua Savings Bank
|
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Granite FO LLC
|
|
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ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
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|
Triangle Securities Wealth Management
|
|
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|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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Sovereign Financial Group, Inc.
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Stone House Investment Management, LLC
|
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Blue Fin Capital, Inc.
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
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|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
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|
Capula Management Ltd
|
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|
Smith, Moore & Co.
|
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Financial Enhancement Group LLC
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Bank of New Hampshire
|
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Vision Capital Management, Inc.
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Stelac Advisory Services LLC
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Patton Fund Management, Inc.
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Banco de Sabadell, S.A
|
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Conning Inc.
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Bull Street Advisors, LLC
|
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Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
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|
Camden Capital, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Capital Analysts, Inc.
|
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|
Saxon Interests, Inc.
|
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|
Assetmark, Inc
|
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|
WT Wealth Management
|
|
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
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|
Oakmont Corp
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
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|
Lathrop Investment Management Corp
|
|
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|
McClarren Financial Advisors, Inc.
|
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|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
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|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
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|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
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|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
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|
LaSalle St. Investment Advisors, LLC
|
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|
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|
Union Heritage Capital, LLC
|
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|
Avantax Planning Partners, Inc.
|
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|
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|
Permanens Capital L.P.
|
|
|
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|
Xcel Wealth Management, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Lincoln Capital Corp
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Asset Planning Corporation
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Carlson Capital L P
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Baker Chad R
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
FLP Wealth Management, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
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Drive Wealth Management, Llc
|
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|
IMG Wealth Management, Inc.
|
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|
Brinker Capital Investments, LLC
|
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|
Wayfinding Financial, LLC
|
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|
Guardian Asset Advisors, LLC
|
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|
Clear Harbor Asset Management, LLC
|
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|
Cyrus J. Lawrence, LLC
|
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|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
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|
Slocum, Gordon & Co LLP
|
|
|
|
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|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
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|
|
Optivise Advisory Services LLC
|
|
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|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
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|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
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Trust Investment Advisors
|
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|
Macquarie Group Ltd
|
|
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Obermeyer Wood Investment Counsel, Lllp
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
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|
Synovus Financial Corp
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
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|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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|
Powell Investment Advisors, LLC
|
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|
AlphaStar Capital Management, LLC
|
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|
Two West Capital Advisors LLC
|
|
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|
Hennion & Walsh Asset Management, Inc.
|
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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|
|
Pictet Asset Management Holding SA
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Gamco Investors, Inc. Et Al
|
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|
|
Emprise Bank
|
|
|
|
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|
GW&K Investment Management, LLC
|
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|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Seldon Capital Lp
|
|
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|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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|
|
|
|
Robeco Institutional Asset Management B.V.
|
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Summit Place Financial Advisors, LLC
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
Jefferies Financial Group Inc.
|
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|
Aspen Grove Capital, LLC
|
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|
First City Capital Management, Inc.
|
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Adapt Wealth Advisors, Llc
|
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|
Phoenix Wealth Advisors
|
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|
|
Commonwealth Equity Services, Llc
|
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|
|
|
|
Trust Co Of Virginia /va
|
|
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|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
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|
|
CI Private Wealth, LLC
|
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|
Louisbourg Investments Inc.
|
|
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|
Thomasville National Bank
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Cozad Asset Management Inc
|
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|
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|
|
Chickasaw Capital Management Llc
|
|
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|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
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|
|
Guardian Partners Inc.
|
|
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|
|
Nissay Asset Management Corp /japan/ /adv
|
|
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|
|
Castle Hook Partners LP
|
|
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|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
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|
|
|
Skye Global Management LP
|
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|
|
Midwest Financial Group LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Longview Financial Advisors, Inc.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Rf&l Wealth Management, Llc
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
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|
Shoker Investment Counsel, Inc.
|
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|
ASB Consultores, LLC
|
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|
Summit Global Investments
|
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|
Citizens National Bank Trust Department
|
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|
E&G Advisors, LP
|
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|
LexAurum Advisors, LLC
|
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|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
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|
|
California Public Employees Retirement System
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
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|
Lazari Capital Management, Inc.
|
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|
Prospera Capital Management, LLC
|
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|
Aire Advisors, Llc
|
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|
Islay Capital Management, Llc
|
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|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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|
|
|
|
Darden Wealth Group Inc
|
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|
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|
Cottonwood Capital Advisors, Llc
|
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|
Evolution Wealth Management Inc.
|
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|
Narwhal Capital Management
|
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|
Gateway Investment Advisers Llc
|
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|
Verus Capital Partners, Llc
|
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|
Hofer & Associates. Inc
|
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|
Swisher Financial Concepts, Inc.
|
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|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
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|
Rooted Wealth Advisors, Inc.
|
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|
Stock Portfolio - Stock Portfolio
|
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|
Blodgett Wealth Advisors, Llc
|
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|
Cordatus Wealth Management LLC
|
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|
Altfest L J & Co Inc
|
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|
Morris Financial Concepts, Inc.
|
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|
HighMark Wealth Management LLC
|
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|
Mattern Capital Management, Llc
|
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|
Advisors Capital Management, LLC
|
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|
Outfitter Financial LLC
|
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|
Silvant Capital Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
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|
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|
|
First United Bank Trust/
|
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|
|
Border to Coast Pensions Partnership Ltd
|
|
|
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|
Gimbal Financial
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
|
Natural Investments, Llc
|
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|
|
Park Edge Advisors, LLC
|
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|
Revisor Wealth Management LLC
|
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|
Iyo Bank, Ltd.
|
|
|
|
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|
LVW Advisors, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
Clifford Swan Investment Counsel Llc
|
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|
Zhang Financial LLC
|
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|
Foster Victor Wealth Advisors, LLC
|
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|
Excalibur Management Corp
|
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|
Highline Wealth Partners Llc
|
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|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
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|
Interchange Capital Partners, LLC
|
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|
Nvwm, Llc
|
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Castleview Partners, Llc
|
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|
Juncture Wealth Strategies, Llc
|
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|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
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|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
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|
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|
Foguth Wealth Management, LLC.
|
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|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
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|
|
Seamount Financial Group Inc
|
|
|
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|
|
Sachetta, LLC
|
|
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|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
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|
Mma Asset Management Llc
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
Waycross Investment Management Co
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Schulz Wealth, LTD.
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Catalyst Financial Partners Llc
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Coco Enterprises, LLC
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Hartford Investment Management Co
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Heck Capital Advisors, LLC
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Embree Financial Group
|
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|
MOKAN Wealth Management Inc.
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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M.e. Allison & Co., Inc.
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Northwestern Mutual Investment Management Company, Llc
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Vega Investment Solutions
|
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Legacy Wealth Management, LLC / MS
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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|
Cetera Investment Advisers
|
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Tandem Investment Advisors, Inc.
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Miller Wealth Advisors, Llc
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TLW Wealth Management, LLC
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Access Investment Management LLC
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NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
First Pacific Financial
|
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Catalina Capital Group, LLC
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Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
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Rathbone Brothers plc
|
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Orion Portfolio Solutions, LLC
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Eagle Rock Investment Company, Llc
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Ocean Capital Management, LLC
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Waratah Capital Advisors Ltd.
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Capital Investment Advisory Services, LLC
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Centennial Wealth Advisory LLC
|
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Game Creek Capital, LP
|
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EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
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Windsor Capital Management, LLC
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Avid Wealth Partners LLC
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Money Concepts Capital Corp
|
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Texas Bank & Trust Co
|
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Lincoln Capital LLC
|
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Dempze Nancy E
|
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JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
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Pitcairn Co
|
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Community Trust & Investment Co
|
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Burling Wealth Partners, Llc
|
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Miller Investment Management, LP
|
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Cathy Pareto & Associates, Inc
|
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Yoffe Investment Management, LLC
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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Golden State Wealth Management, LLC
|
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Stableford Capital Ii Llc
|
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Supplemental Annuity Collective Trust of NJ
|
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Platform Technology Partners
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Alta Capital Management Llc/
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Burney Co/
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Callan Capital, LLC
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
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Baird Financial Group, Inc.
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Los Angeles Capital Management Llc
|
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Mariner, LLC
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Aviva Plc
|
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Capital Fund Management S.a.
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Almanack Investment Partners, LLC.
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Evelyn Partners Asset Management Ltd
|
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Achmea Investment Management B.V.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Copia Wealth Management
|
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|
LongView Wealth Management
|
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|
Legacy Financial Advisors, Inc.
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
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|
Ullmann Financial Group, Inc.
|
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49 Wealth Management, Llc
|
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Wheelhouse Advisory Group LLC
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
|
East Coast Asset Management, LLC.
|
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|
Arete Wealth Advisors, LLC
|
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|
Dillon & Associates Inc
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
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|
Bay Capital Advisors, LLC
|
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|
Investment Advisory Group, LLC
|
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|
Summit Asset Management, LLC
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Integras Partners LLC
|
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|
Ransom Advisory, Ltd
|
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|
Grassi Investment Management
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
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|
Ilmarinen Mutual Pension Insurance Co
|
|
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|
|
Intact Investment Management Inc.
|
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|
Affinity Wealth Management Llc
|
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|
Massachusetts Wealth Management
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
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|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
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|
|
Persium Advisors, LLC
|
|
|
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|
|
Wealth Group, Ltd.
|
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|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
XRT - SPDR SERIES TRUST - SPDR(R) S&P(R) Retail ETF
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Stordahl Capital Management, Inc.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
WJ Interests, LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
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Hartford Financial Management Inc.
|
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|
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
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|
|
|
|
Fox Hill Wealth Management
|
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|
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|
|
Schonfeld Strategic Advisors LLC
|
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|
MTM Investment Management, LLC
|
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|
Cornerstone Wealth Management, LLC
|
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|
Waller Financial Planning Group, Inc
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
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|
|
Virginia Wealth Management Group, Inc.
|
|
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|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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|
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|
Colorado Capital Management, Inc.
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Clear Investment Research, Llc
|
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|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
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|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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|
Fiduciary Trust Co
|
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|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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RYRIX - RYDEX SERIES FUNDS - Retailing Fund Investor Class
|
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|
CIBC World Markets Inc.
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Advanced Asset Management Advisors Inc
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Renaissance Investment Group LLC
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Zrc Wealth Management, Llc
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Beck Mack & Oliver Llc
|
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Steigerwald, Gordon & Koch Inc.
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Neo Ivy Capital Management
|
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WoodTrust Financial Corp
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
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|
Beacon Financial Group
|
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Summit Trail Advisors, Llc
|
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Seed Wealth Management, Inc.
|
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MADDEN SECURITIES Corp
|
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Atlas Capital Advisors Llc
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
|
|
|
Provident Wealth Management, LLC
|
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|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
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|
Flavin Financial Services, Inc.
|
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Ossiam
|
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Birch Hill Investment Advisors LLC
|
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Tower View Investment Management & Research LLC
|
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|
Corundum Group, Inc.
|
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Ifrah Financial Services, Inc.
|
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TCG Advisory Services, LLC
|
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SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Monetta Financial Services Inc
|
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|
Red Door Wealth Management, LLC
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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|
UMA Financial Services, Inc.
|
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|
Fulton Bank, N.a.
|
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Fisher Asset Management, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
|
|
Nixon Peabody Trust Co
|
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|
|
Morse Asset Management, Inc
|
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|
Bill Few Associates, Inc.
|
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|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
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|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
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|
|
Next Capital Management LLC
|
|
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|
|
Berkshire Bank
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
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|
|
GLOBALT Investments LLC / GA
|
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
|
JCIC Asset Management Inc.
|
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|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
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|
|
OneAscent Family Office, LLC
|
|
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|
|
Ramirez Asset Management, Inc.
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
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|
Coerente Capital Management
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
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|
|
|
|
KG&L Capital Management,LLC
|
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|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Investment Planning Advisors, Inc.
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Verisail Partners, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Traction Financial Partners, LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Shotwell Rutter Baer Inc
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
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|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
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|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
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|
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|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Hilltop Partners LLC
|
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|
Deseret Mutual Benefit Administrators
|
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|
|
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|
Thrive Capital Management, LLC
|
|
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
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|
Teramo Advisors, LLC
|
|
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|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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|
Aspen Investment Management Inc
|
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|
Pineridge Advisors LLC
|
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|
Horst & Graben Wealth Management LLC
|
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|
Transce3nd, LLC
|
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|
Nuveen, LLC
|
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|
C2C Wealth Management, LLC
|
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|
Sound Stewardship, LLC
|
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|
Rosenberg Matthew Hamilton
|
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|
Elevated Capital Advisors, LLC
|
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|
AIMZ Investment Advisors, LLC
|
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|
Bramshill Investments, LLC
|
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|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
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|
Baring Financial LLC
|
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|
Ariadne Wealth Management, LP
|
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|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
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|
SS&H Financial Advisors, Inc.
|
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Roof Eidam & Maycock/adv
|
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Sunpointe, LLC
|
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Ames National Corp
|
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Ing Groep Nv
|
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Lecap Asset Management Ltd
|
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Spartan Planning & Wealth Management
|
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North Star Investment Management Corp.
|
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Flossbach Von Storch Ag
|
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Peterson Wealth Advisors, LLC
|
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Broad Peak Investment Advisers Pte Ltd
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Bensler, LLC
|
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|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
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|
Long Run Wealth Advisors, LLC
|
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|
North Forty Two & Co.
|
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|
Norden Group Llc
|
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American Money Management, LLC
|
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
Gotham Asset Management, LLC
|
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|
Kuhn & Co Investment Counsel
|
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EverSource Wealth Advisors, LLC
|
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|
Kirtland Hills Capital Management, Llc
|
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|
New England Capital Financial Advisors LLC
|
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|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
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|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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|
Safeguard Investment Advisory Group, LLC
|
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Moment Partners, LLC
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
Wealthstream Advisors, Inc.
|
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|
StrongBox Wealth, LLC
|
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|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
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|
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|
Horan Capital Advisors, LLC.
|
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|
Northwest Capital Management Inc
|
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|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
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|
Transatlantique Private Wealth Llc
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
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|
Ironwood Financial, llc
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
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|
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|
Sterling Investment Advisors Llc /adv
|
|
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|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
AE Wealth Management LLC
|
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|
|
Clearbridge Investments, LLC
|
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|
RB Capital Management, LLC
|
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|
Leigh Baldwin & Co., Llc
|
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|
Pacific Sun Financial Corp
|
|
|
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|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
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Corient IA LLC
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Tlwm
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Westchester Capital Management, Inc.
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
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Arcadia Investment Management Corp/mi
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Wolverine Asset Management Llc
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Cobblestone Capital Advisors Llc /ny/
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Atlantic Edge Private Wealth Management, LLC
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Crowley Wealth Management, Inc.
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Wellington Shields Capital Management, LLC
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Sava Infond d.o.o.
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Glenview Trust Co
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Atria Wealth Solutions, Inc.
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First Bancorp, Inc /ME/
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Morgan Stanley
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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Accent Capital Management, LLC
|
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First National Trust Co
|
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Heritage Investors Management Corp
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Advyzon Investment Management, LLC
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Taylor Financial Group, Inc.
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Portland Global Advisors LLC
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Clg Llc
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Sapient Capital Llc
|
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ProShare Advisors LLC
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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Auxier Asset Management
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American Institute for Advanced Investment Management, LLP
|
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Summit Financial Strategies, Inc.
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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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|
First Commonwealth Financial Corp /pa/
|
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Azimuth Capital Investment Management LLC
|
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BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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|
|
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My Purposeful Wealth Corp.
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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Ceredex Value Advisors LLC
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Turtle Creek Wealth Advisors, LLC
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Prospect Financial Services LLC
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Great Diamond Partners, LLC
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OneAscent Wealth Management LLC
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Strategic Investment Advisors / MI
|
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Caisse Des Depots Et Consignations
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Aries Wealth Management
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Reynders McVeigh Capital Management, LLC
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Royal London Asset Management Ltd
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IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
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Savvy Advisors, Inc.
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Stonebridge Financial Group, LLC
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RMR Capital Management, LLC
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First Trust Advisors Lp
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Axa S.a.
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FT Vest Hedged Equity Income Fund: Series A2
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Vantage Financial Partners, LLC
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Boston Trust Walden Corp
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Nicolet Advisory Services, Llc
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Bristlecone Advisors, LLC
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Retirement Systems of Alabama
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Proffitt & Goodson Inc
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Alhambra Investment Partners LLC
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
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|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
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Prairiewood Capital, LLC
|
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JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
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|
Stephens Inc /ar/
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Aqr Capital Management Llc
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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Qrg Capital Management, Inc.
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Jackson, Grant Investment Advisers, Inc.
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Unique Wealth, Llc
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A. D. Beadell Investment Counsel, Inc.
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Old North State Wealth Management, LLC
|
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Sanibel Captiva Trust Company, Inc.
|
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Kendall Capital Management
|
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Wedmont Private Capital
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Sarasin & Partners LLP
|
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|
Holocene Advisors, LP
|
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|
Wells Fargo Global Dividend Opportunity Fund
|
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TriaGen Wealth Management LLC
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My Legacy Advisors, LLC
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Kestra Investment Management, LLC
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Pure Portfolios Holdings Llc
|
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Clarus Wealth Advisors
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
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Kfg Wealth Management, Llc
|
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Davis R M Inc
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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GeoWealth Management, LLC
|
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Welch & Forbes Llc
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Buck Wealth Strategies, LLC
|
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|
Villere St Denis J & Co Llc
|
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Mitchell Mcleod Pugh & Williams Inc
|
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Samjo Management, LLC
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Standard Life Aberdeen plc
|
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Horrell Capital Management, Inc.
|
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|
SageView Advisory Group, LLC
|
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PFW Advisors LLC
|
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|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
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|
Murphy & Mullick Capital Management Corp
|
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|
Trust Point Inc.
|
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|
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|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
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|
Shay Capital LLC
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Red Tortoise LLC
|
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Benedict Financial Advisors Inc
|
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Integral Investment Advisors, Inc.
|
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|
Chancellor Financial Group WB LP
|
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|
Fortress Investment Group LLC
|
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|
Mather Group, Llc.
|
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|
SkyOak Wealth, LLC
|
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|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Beck Bode, LLC
|
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|
|
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|
Sitrin Capital Management LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
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|
Kanawha Capital Management Llc
|
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Intellectus Partners, LLC
|
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Optima Capital Llc
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Michael S. Ryan, Inc.
|
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|
NWF Advisory Services Inc.
|
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|
Brevan Howard Capital Management LP
|
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|
LaFleur & Godfrey LLC
|
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|
|
|
Aviso Financial Inc.
|
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|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
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|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
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|
|
|
|
Longbow Finance SA
|
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|
Independence Financial Advisors, LLC
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
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|
Horizon Wealth Management, LLC
|
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|
Caas Capital Management Lp
|
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|
|
|
First Affirmative Financial Network
|
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|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
First Financial Corp /in/
|
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|
|
|
Kidder Stephen W
|
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|
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|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
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|
|
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|
Mirador Capital Partners LP
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
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|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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Stamos Capital Partners, L.p.
|
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|
RFG Advisory, LLC
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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|
Arlington Partners LLC
|
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|
IMC-Chicago, LLC
|
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Yousif Capital Management, Llc
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Terril Brothers, Inc.
|
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L.m. Kohn & Company
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
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|
Hudson Value Partners, LLC
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
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|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
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|
REDW Wealth LLC
|
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
Mokosak Advisory Group, LLC
|
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|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
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|
Sunflower Bank, N.A.
|
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Koesten, Hirschmann & Crabtree, INC.
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Sumitomo Mitsui DS Asset Management Company, Ltd
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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Qtron Investments LLC
|
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Dumont & Blake Investment Advisors Llc
|
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LifePlan Financial, LLC
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TD Waterhouse Canada Inc.
|
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Websterrogers Financial Advisors, Llc
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Greenland Capital Management LP
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MBA Advisors LLC
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Fred Alger Management, Llc
|
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Brogan Financial, Inc.
|
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Meiji Yasuda Life Insurance Co
|
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Gladstone Capital Management LLP
|
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Roberts Glore & Co Inc /il/
|
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|
Briaud Financial Planning, Inc
|
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Squarepoint Ops LLC
|
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CBOE Vest Financial, LLC
|
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Legacy Bridge, LLC
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Parallax Volatility Advisers, L.P.
|
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Missouri Trust & Investment Co
|
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Hager Investment Management Services, Llc
|
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Steel Peak Wealth Management LLC
|
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
Baker Boyer National Bank
|
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Dividend Asset Capital, Llc
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Marietta Investment Partners Llc
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Apexium Financial, Lp
|
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Tidemark, LLC
|
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Towerpoint Wealth, LLC
|
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Members Capital Advisors Inc
|
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Trustco Bank Corp N Y
|
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FT Vest Hedged Equity Income Fund: Series A4
|
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|
Bank Of America Corp /de/
|
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Stonebrook Private Inc.
|
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Proathlete Wealth Management Llc
|
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
Bayesian Capital Management, LP
|
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Kercheville Advisors, LLC
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CBIZ Investment Advisory Services, LLC
|
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|
RBA Wealth Management, LLC
|
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|
Victory Capital Management Inc
|
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|
Claris Advisors, Llc / Mo /
|
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|
Alpha Family Trust
|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
Roxbury Financial LLC
|
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|
|
CAPROCK Group, Inc.
|
|
|
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|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
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|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
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|
|
|
Daiwa Securities Group Inc.
|
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|
Nearwater Capital Markets, Ltd
|
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|
Prossimo Advisors, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
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|
|
Opes Wealth Management LLC
|
|
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|
Petros Family Wealth, LLC
|
|
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|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Chapman Financial Group, Llc
|
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|
Country Club Bank /gfn
|
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|
|
Acorn Creek Capital Llc
|
|
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|
|
Cobler Capital Management, LLC
|
|
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|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
SageOak Financial, LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
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|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
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|
|
Activest Wealth Management
|
|
|
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|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
PEZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Cyclicals Momentum ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Sightline Wealth Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Searcy Financial Services Inc /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
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|
Lakeshore Capital Group, Inc.
|
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|
Fairfield, Bush & Co.
|
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|
Bessemer Group Inc
|
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|
Putney Financial Group LLC
|
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Aware Super Pty Ltd as trustee of Aware Super
|
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|
ABLE Financial Group, LLC
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Gabelli Dividend & Income Trust
|
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|
Austin Wealth Management, LLC
|
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|
Verus Financial Partners, Inc.
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Lokken Investment Group LLC
|
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Kingstone Capital Partners Texas, LLC
|
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|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Elser Financial Planning, Inc
|
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|
Hm Payson & Co
|
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|
Garner Asset Management Corp
|
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|
State of Tennessee, Treasury Department
|
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|
Cary Street Partners Financial Llc
|
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|
Keener Financial Planning LLC
|
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Citizens Financial Group Inc/ri
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Sirios Capital Management L P
|
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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|
Quent Capital, LLC
|
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Financial Advisory Corp /ut/ /adv
|
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Cheviot Value Management, LLC
|
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|
Texas Permanent School Fund
|
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UBS Group AG
|
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Triton Wealth Management, PLLC
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
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|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Private Wealth Advisors, LLC
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
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|
|
|
|
AIA Group Ltd
|
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|
Sawyer & Company, Inc
|
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Congress Wealth Management LLC / DE /
|
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Soltis Investment Advisors LLC
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POM Investment Strategies, LLC
|
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Envestnet Portfolio Solutions, Inc.
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Fortis Advisors, LLC
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TruNorth Capital Management, LLC
|
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|
Heritage Oak Wealth Advisors Llc
|
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|
Retirement Income Solutions, Inc
|
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|
Asset Planning Services Inc /la/ /adv
|
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|
Motley Fool Wealth Management, LLC
|
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Impact Capital Partners LLC
|
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LWM Advisory Services, LLC
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Deltec Asset Management Llc
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Patriot Investment Management Inc.
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Quadcap Wealth Management, LLC
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VeraBank, N.A.
|
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Main Street Group, LTD
|
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Morton Brown Family Wealth, LLC
|
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Scissortail Wealth Management, LLC
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
Empirical Finance, LLC
|
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Symmetry Investments LP
|
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|
Skopos Labs, Inc.
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Fullcircle Wealth Llc
|
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ELCO Management Co., LLC
|
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Capital Performance Advisors Llp
|
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Schechter Investment Advisors, LLC
|
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Arrowroot Family Office, LLC
|
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|
Cahill Wealth Management, LLC
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
|
AMJ Financial Wealth Management
|
|
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|
Garde Capital, Inc.
|
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|
Apeiron RIA LLC
|
|
|
|
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|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
IBUY - Amplify ETF Trust - Amplify Online Retail ETF
|
|
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|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
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|
Graham Capital Management, L.P.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
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|
|
Riverbridge Partners Llc
|
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|
CHICAGO TRUST Co NA
|
|
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|
Bellevue Asset Management, Llc
|
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|
Ballentine Partners, LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
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|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
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|
|
Tang Capital Management Llc
|
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|
Clark Financial Services Group Inc /bd
|
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|
|
Evelyn Partners Investment Management Services Ltd
|
|
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|
|
Vanguard Group Inc
|
|
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|
|
WestEnd Advisors, LLC
|
|
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|
|
First Manhattan Co
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Nwi Management Lp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Sigma Investment Counselors Inc
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Level Four Advisory Services, Llc
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Allied Investment Advisors, LLC
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Oxford Asset Management Llp
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MSH Capital Advisors LLC
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
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|
Private Capital Management, LLC
|
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|
Contravisory Investment Management, Inc.
|
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Douglas Lane & Associates, LLC
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EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
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Bellwether Advisors, LLC
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|
Bnp Paribas Arbitrage, Sa
|
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|
Michels Family Financial, LLC
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
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|
Lowe Brockenbrough & Co Inc
|
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|
Milestone Asset Management, Llc
|
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Avidian Wealth Solutions, LLC
|
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|
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|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
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|
Atlas Private Wealth Advisors
|
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|
Curio Wealth, Llc
|
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Ryan Investment Management, Inc.
|
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Prentice Wealth Management LLC
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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Bath Savings Trust Co
|
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Menard Financial Group LLC
|
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Woodard & Co Asset Management Group Inc /adv
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
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RTD Financial Advisors, Inc.
|
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TFC Financial Management
|
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BIP Wealth, LLC
|
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ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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Good Steward Wealth Advisors,LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
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|
Kampmann Melissa S.
|
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Main Street Research LLC
|
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Jacobi Capital Management LLC
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Sage Mountain Advisors LLC
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Peddock Capital Advisors, Llc
|
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Townsend Asset Management Corp /nc/ /adv
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SwitchPoint Financial Planning, LLC
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Wealth Management Nebraska
|
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Humankind Investments LLC
|
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New Millennium Group LLC
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Mirabella Financial Services Llp
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Huntleigh Advisors, Inc.
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Brave Asset Management Inc
|
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Ascent Wealth Partners, LLC
|
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Gwn Securities Inc.
|
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NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
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MBE Wealth Management, LLC
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Advisor OS, LLC
|
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Fundamentun, Llc
|
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Stock Yards Bank & Trust Co
|
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SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
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CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
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|
Public Employees Retirement System Of Ohio
|
|
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|
Keystone Wealth Services, LLC
|
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OMNI 360 Wealth, Inc.
|
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Cinctive Capital Management LP
|
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SCS Capital Management LLC
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Wealth Advisors Northwest LLC
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
Mackenzie Financial Corp
|
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|
Cahill Financial Advisors Inc
|
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Grant/GrossMendelsohn, LLC
|
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Rappaport Reiches Capital Management, LLC
|
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Hodges Capital Management Inc.
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
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|
Wells Financial Advisors INC
|
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|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
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Empire Financial Management Company, LLC
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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SRS Capital Advisors, Inc.
|
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Global Retirement Partners, LLC
|
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|
Flynn Zito Capital Management, Llc
|
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|
Financial Gravity Companies, Inc.
|
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|
Biltmore Family Office, LLC
|
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|
Golden State Equity Partners
|
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
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|
Walled Lake Planning & Wealth Management, Llc
|
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|
Icon Wealth Advisors, LLC
|
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|
AGH Wealth Advisors, LLC
|
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|
Spinnaker Trust
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
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|
Financial Partners Group, LLC
|
|
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|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
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|
Adamsbrown Wealth Consultants Llc
|
|
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|
Picton Mahoney Asset Management
|
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|
West Paces Advisors Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Cornerstone Enterprises, Llc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Grunden Financial Advisory, Inc.
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
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|
|
Comgest Global Investors S.a.s.
|
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|
Riverview Capital Advisers, LLC
|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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|
Strs Ohio
|
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Bank of New York Mellon Corp
|
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|
Voya Investment Management Llc
|
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
|
|
|
Schear Investment Advisers, LLC
|
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|
Sequent Planning LLC
|
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|
Evolution Wealth Advisors, LLC
|
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|
BOS Asset Management, LLC
|
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|
Avantax Advisory Services, Inc.
|
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|
Marshall Financial Group LLC
|
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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
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|
|
Jackson Hole Capital Partners, LLC
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|
Cladis Investment Advisory, LLC
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|
M3 Advisory Group, LLC
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|
McLean Asset Management Corp
|
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Baron Wealth Management LLC
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|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
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|
Shelter Mutual Insurance Co
|
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|
Hurley Capital, LLC
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Greystone Financial Group, LLC
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HHM Wealth Advisors, LLC
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Virtus ETF Advisers LLC
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Quad-Cities Investment Group, LLC
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New Age Alpha Advisors, LLC
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SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
Verity Asset Management, Inc.
|
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|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
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|
Financial Partners Group, Inc
|
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PENN SERIES FUNDS INC - Large Cap Value Fund
|
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|
S&t Bank/pa
|
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Schubert & Co
|
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Pinkerton Retirement Specialists, LLC
|
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|
Paragon Capital Management Ltd
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
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|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
Nicholas Hoffman & Company, LLC.
|
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|
Davies Financial Advisors, Inc.
|
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|
NJ State Employees Deferred Compensation Plan
|
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Community Bank of Raymore
|
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Landscape Capital Management, L.l.c.
|
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MGO Private Wealth, LLC
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Generali Investments, Management Co LLC
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Avantra Family Wealth, Inc.
|
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Hazlett, Burt & Watson, Inc.
|
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|
Boulder Growth & Income Fund
|
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Tributary Capital Management, LLC
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
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|
Northeast Investment Management
|
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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Oak Ridge Investments Llc
|
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National Bank Of Canada /fi/
|
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Kennedy Investment Group
|
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Bank of Marin
|
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BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
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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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Castlekeep Investment Advisors Llc
|
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Ontario Teachers Pension Plan Board
|
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
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|
|
Northeast Financial Group, Inc.
|
|
|
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|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
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|
|
Machina Capital S.a.s.
|
|
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|
Widmann Financial Services, Inc.
|
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|
Laraway Financial Inc
|
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|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
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|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
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|
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|
|
Financial Advisors, LLC
|
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|
|
FCG Investment Co
|
|
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|
|
Van Cleef Asset Management,Inc
|
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|
Toronto Dominion Bank
|
|
|
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|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
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|
|
Silverleafe Capital Partners, LLC
|
|
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|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Orcam Financial Group
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
South Plains Financial, Inc.
|
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|
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|
|
Magnetar Financial LLC
|
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|
Lee Financial Co
|
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|
Chicago Capital, LLC
|
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|
Xponance, Inc.
|
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|
Claris Financial LLC
|
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|
|
Petra Financial Advisors Inc
|
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|
Curated Wealth Partners LLC
|
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|
|
Sandy Spring Bank
|
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|
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|
Gilman Hill Asset Management, LLC
|
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|
Evergreen Wealth Solutions, LLC
|
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|
Blueshift Asset Management, LLC
|
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|
Signature Wealth Management Group
|
|
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|
BancorpSouth Bank
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Peoples Bank/KS
|
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|
Thoma Capital Management LLC
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Wellspring Financial Advisors, LLC
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WealthTrust Axiom LLC
|
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|
HMS Capital Management, LLC
|
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|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Cardiff Park Advisors, Llc
|
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|
Francis Financial, Inc.
|
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Future Financial Wealth Managment LLC
|
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|
Buttonwood Financial Advisors Inc.
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
|
|
|
1776 Wealth LLC
|
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Total Clarity Wealth Management, Inc.
|
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Rsm Us Wealth Management Llc
|
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|
Probity Advisors, Inc.
|
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ETF Store, Inc.
|
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Swedbank AB
|
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Clare Market Investments LLC
|
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|
Chatham Capital Group, Inc.
|
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Everest Management Corp.
|
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Pensionmark Financial Group, Llc
|
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|
Painted Porch Advisors LLC
|
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|
|
Plante Moran Financial Advisors, LLC
|
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|
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|
Rainier Family Wealth Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
Berbice Capital Management LLC
|
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|
CoreCap Advisors, LLC
|
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|
Barrett & Company, Inc.
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
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|
AdvisorNet Financial, Inc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Lansing Street Advisors
|
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|
Rational Advisors Llc
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
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|
Avalon Trust Co
|
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|
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|
X-Square Capital, LLC
|
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|
LGT Group Foundation
|
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|
Bright Rock Capital Management, Llc
|
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|
Warwick Investment Management, Inc.
|
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|
Letko, Brosseau & Associates Inc
|
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|
Ellis Investment Partners, LLC
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
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|
Councilmark Asset Management, LLC
|
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|
Holcombe Financial, Inc.
|
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|
|
Stonegate Investment Group, LLC
|
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|
Nicholson Meyer Capital Management, Inc.
|
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|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
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|
|
BlackDiamond Wealth Management Inc.
|
|
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|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
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|
|
Red Wave Investments LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
QMOM - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Momentum ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Boston Standard Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
AlphaQ Advisors LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
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Clientfirst Wealth Management, LLC
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Boston Partners
|
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|
FourThought Financial Partners, LLC
|
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|
Christopher J. Hasenberg, Inc
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
Kelly Financial Group Llc
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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|
Twin Capital Management Inc
|
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|
Manufacturers Life Insurance Company, The
|
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Oliver Lagore Vanvalin Investment Group
|
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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|
WNY Asset Management, LLC
|
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B. Metzler seel. Sohn & Co. AG
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|
3Chopt Investment Partners, LLC
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Axq Capital, Lp
|
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|
Frisch Financial Group, Inc.
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|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
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|
Crescent Grove Advisors, LLC
|
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Spears Abacus Advisors LLC
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|
Haven Private, LLC
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|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
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|
Sfmg, Llc
|
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|
OMERS ADMINISTRATION Corp
|
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|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
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|
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|
Trail Ridge Investment Advisors, LLC
|
|
|
|
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|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
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|
|
|
Royal Bank Of Canada
|
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|
SPC Financial, Inc.
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Novus Advisors, Llc
|
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Ipsen Advisor Group LLC
|
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Jackson Thornton Asset Management, Llc
|
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|
Patten Group, Inc.
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|
Second Line Capital, LLC
|
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|
Phoenix Holdings Ltd.
|
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|
HMV Wealth Advisors, LLC
|
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|
Mirae Asset Securities (usa) Inc.
|
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|
Schwartz Investment Counsel Inc
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
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|
Somerville Kurt F
|
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Savant Capital, LLC
|
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Insight Advisors, LLC/ PA
|
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Mystic Asset Management, Inc.
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Adage Capital Partners Gp, L.l.c.
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Legacy CG, LLC
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DeDora Capital, Inc.
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Eubel Brady & Suttman Asset Management Inc
|
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Financial Harvest, LLC
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Westbourne Investment Advisors, Inc.
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Roundview Capital LLC
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Silphium Asset Management Ltd
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Ag2r La Mondiale Gestion D'actifs
|
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Simon Quick Advisors, Llc
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Cannon Advisors, Inc.
|
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Wiley Bros.-aintree Capital, Llc
|
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Weiss Asset Management LP
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Dash Acquisitions Inc.
|
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Windward Capital Management Co /ca
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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Coleford Investment Management Ltd.
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Key FInancial Inc
|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
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Pekin Hardy Strauss, Inc.
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
DHJJ Financial Advisors, Ltd.
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Iron Horse Wealth Management, LLC
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Disciplined Investments, LLC
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Man Group plc
|
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Carl P. Sherr & Co., LLC
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Gryphon Financial Partners LLC
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Pettee Investors, Inc.
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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Rockefeller Capital Management L.P.
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
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|
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|
Traphagen Investment Advisors Llc
|
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|
Smith Thornton Advisors LLC
|
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Sandy Cove Advisors, LLC
|
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Investment House Llc
|
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Ledyard National Bank
|
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|
Manhattan West Asset Management, LLC
|
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|
Safeguard Financial, LLC
|
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|
Sax Wealth Advisors, Llc
|
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ABVAX - AB TRUST - AB Value Fund Class A
|
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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|
Wsfs Capital Management, Llc
|
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Tiemann Investment Advisors, Llc
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Claro Advisors LLC
|
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|
Blankinship & Foster, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
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|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Fairman Group, LLC
|
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|
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|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
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|
Jackson Square Capital, Llc
|
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|
|
|
|
King Wealth
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
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|
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|
DDFG, Inc
|
|
|
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|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
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|
|
Private Trust Co Na
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
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|
Concurrent Investment Advisors, LLC
|
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|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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|
|
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|
Nwam Llc
|
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|
|
Private Client Services, Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
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|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Counterpoint Mutual Funds LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
EGGS - Tidal Trust III - NestYield Total Return Guard ETF
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
AllGen Financial Advisors, Inc.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
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|
|
Hillsdale Investment Management Inc.
|
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|
Maseco Llp
|
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|
Hedeker Wealth, LLC
|
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|
Chicago Partners Investment Group LLC
|
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|
Atlantic Private Wealth, LLC
|
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|
|
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|
Chilton Capital Management Llc
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
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|
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|
RiverFront Investment Group, LLC
|
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|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
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|
Peachtree Investment Partners, LLC
|
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|
WealthTrak Capital Management LLC
|
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|
Monument Capital Management
|
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|
Montag & Caldwell, Llc
|
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|
Fortem Financial Group, Llc
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
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|
|
Heritage Wealth Advisors
|
|
|
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|
BKM Wealth Management, LLC
|
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|
First Interstate Bank
|
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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|
Captrust Financial Advisors
|
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|
Beaumont Financial Advisors, LLC
|
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|
Geode Capital Management, Llc
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
FOCUS Wealth Advisors, LLC
|
|
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
|
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|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
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|
|
|
Dynamic Wealth Strategies, LLC
|
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|
Parisi Gray Wealth Management
|
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|
|
Potentia Wealth
|
|
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|
RWM Asset Management, LLC
|
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|
Meridian Management Co
|
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|
Kerntke Otto McGlone Wealth Management Group
|
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|
Artemis Investment Management LLP
|
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|
Arvest Bank Trust Division
|
|
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|
Pictet & Cie (Europe) SA
|
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|
Capital Advisors Inc/ok
|
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|
Legacy Capital Group California, Inc.
|
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|
McCarthy & Cox
|
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Tanglewood Legacy Advisors, LLC
|
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|
United Asset Strategies, Inc.
|
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Hrt Financial Lp
|
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Argent Advisors, Inc.
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Financial Network Wealth Management LLC
|
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Paragon Capital Management LLC
|
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Halbert Hargrove Global Advisors, Llc
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
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|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
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Trust Co Of Toledo Na /oh/
|
|
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|
|
|
Hollow Brook Wealth Management LLC
|
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|
Oxinas Partners Wealth Management LLC
|
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Financial Freedom, LLC
|
|
|
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|
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
|
|
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|
Foster & Motley Inc
|
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|
Fiduciary Financial Group, Llc
|
|
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|
Signal Advisors Wealth, LLC
|
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|
RBF Capital, LLC
|
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|
|
Generation Capital Management LLC
|
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Ascent Group, LLC
|
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|
B.O.S.S. Retirement Advisors, LLC
|
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|
Compass Capital Management, Inc
|
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Summitry Llc
|
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ABN AMRO Bank N.V.
|
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|
Dodds Wealth, LLC
|
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|
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|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
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|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
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|
|
Cercano Management LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
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|
Colonial River Wealth Management, LLC
|
|
|
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|
Note Advisors, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
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|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Cypress Funds Llc
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Lighthouse Wealth Management Inc.
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
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Westfield Capital Management Co Lp
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
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MFA Wealth Services
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LFA - Lugano Financial Advisors SA
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Bolthouse Investments, LLC
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WMG Financial Advisors, LLC
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
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Coastal Bridge Advisors, LLC
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
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Hengehold Capital Management Llc
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Journey Strategic Wealth Llc
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Procyon Private Wealth Partners, LLC
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