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Independence Bank of Kentucky
|
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|
|
Financial Perspectives, Inc
|
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Kingsview Wealth Management, LLC
|
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|
Principal Securities, Inc.
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|
Signature Wealth Management Partners, LLC
|
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|
Valmark Advisers, Inc.
|
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|
Ellerson Group Inc /adv
|
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|
Modern Wealth Management, LLC
|
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|
Pandora Wealth, Inc.
|
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|
Goldstone Financial Group, LLC
|
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|
Clarus Group, Inc.
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Cantor Fitzgerald, L. P.
|
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Secured Retirement Advisors, Llc
|
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|
Analyst IMS Investment Management Services Ltd.
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|
Stephens Consulting, LLC
|
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|
L & S Advisors Inc
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
SOUTH STATE Corp
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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|
First International Bank & Trust
|
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|
TCI Wealth Advisors, Inc.
|
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|
Burkett Financial Services, Llc
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|
NewEdge Wealth, LLC
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|
Spectrum Wealth Counsel, LLC
|
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|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Evergreen Capital Management Llc
|
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BOEU - Direxion Shares ETF Trust - Direxion Daily BA Bull 2X Shares
|
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Quaker Wealth Management, LLC
|
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Doliver Advisors, Lp
|
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EP Wealth Advisors, Inc.
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Macquarie Group Ltd
|
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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Triumph Capital Management
|
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Welch & Forbes Llc
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Coastal Investment Advisors, Inc.
|
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|
Korea Investment CORP
|
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Summit Financial Wealth Advisors, LLC
|
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Institute for Wealth Management, LLC.
|
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|
Caxton Associates Llp
|
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|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
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|
Oxford Financial Group Ltd
|
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|
One River Asset Management, LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
PineBridge Investments, L.P.
|
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|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
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|
KADENSA CAPITAL Ltd
|
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Stonebridge Capital Advisors LLC
|
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Regal Investment Advisors LLC
|
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Trust Co Of Oklahoma
|
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|
Semmax Financial Advisors Inc.
|
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First Commonwealth Financial Corp /pa/
|
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Angeles Wealth Management, Llc
|
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Winton Capital Group Ltd
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
King Street Capital Management, L.p.
|
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Janus Henderson Group Plc
|
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MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
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|
Chesapeake Wealth Management
|
|
|
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|
Impact Partnership Wealth, LLC
|
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|
IFP Advisors, Inc
|
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|
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|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
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|
Duncker Streett & Co Inc
|
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|
Deutsche Bank Ag\
|
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|
Caas Capital Management Lp
|
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|
Darden Wealth Group Inc
|
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|
Primecap Management Co/ca/
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
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|
Philadelphia Trust Co
|
|
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|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
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|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
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|
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|
Citadel Advisors Llc
|
|
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|
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|
Radnor Capital Management, LLC
|
|
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|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
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|
Newbridge Financial Services Group, Inc.
|
|
|
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|
Toroso Investments, LLC
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
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|
Tudor Financial Inc.
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Telemark Asset Management, LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Spectrum Financial Alliance Ltd LLC
|
|
|
|
|
|
Retirement Solution Inc.
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Arrien Investments, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
NBZ Investment Advisors LLC
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Ping Capital Management, Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Paradoxiom Capital L.P.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Sather Financial Group Inc
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Cohen Klingenstein LLC
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Frazier Financial Advisors, LLC
|
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|
Stephens Inc /ar/
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
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|
Palisades Hudson Asset Management, L.P.
|
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|
Helium Advisors LLC
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Hutchinson Capital Management/ca
|
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|
Intelligence Driven Advisers, LLC
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Rainier Family Wealth Inc
|
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|
First Horizon Advisors, Inc.
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|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
Fiduciary Alliance LLC
|
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Von Berge Wealth Management Group, LLC
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Nomura Asset Management Co Ltd
|
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Resona Asset Management Co.,Ltd.
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Pegasus Asset Management, Inc.
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Blue Edge Capital, LLC
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Baker Avenue Asset Management, LP
|
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UFO - Procure ETF Trust II - Procure Space ETF
|
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|
Profunds - Profund Vp Bull
|
|
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|
Cornerstone Wealth Management, LLC
|
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|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
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|
Joel Isaacson & Co., LLC
|
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Congress Wealth Management LLC / DE /
|
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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|
Blue Barn Wealth, LLC
|
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|
Rakuten Securities, Inc.
|
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Proficio Capital Partners LLC
|
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Athena Investment Management
|
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Per Stirling Capital Management, LLC.
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Clear Street Llc
|
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LCM Capital Management Inc
|
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Southeast Asset Advisors Inc.
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Relyea Zuckerberg Hanson LLC
|
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KG&L Capital Management,LLC
|
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Lockerman Financial Group, Inc.
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
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|
|
Wealth Effects Llc
|
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Osterweis Capital Management Inc
|
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|
Cura Wealth Advisors, Llc
|
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|
Integrated Investment Consultants, LLC
|
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Optas, LLC
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Voloridge Investment Management, Llc
|
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Viking Global Investors Lp
|
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Harbour Trust & Investment Management Co
|
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Ci Investments Inc.
|
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Winthrop Capital Management, LLC
|
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|
Peregrine Asset Advisers, Inc.
|
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Northwest Capital Management Inc
|
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Essex Savings Bank
|
|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
Transcendent Capital Group LLC
|
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|
Scopus Asset Management, L.p.
|
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Hickory Point Bank & Trust
|
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|
Nomura Holdings Inc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Adamsbrown Wealth Consultants Llc
|
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|
WASHINGTON TRUST Co
|
|
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|
Vista Capital Partners, Inc.
|
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Perfromance Wealth Partners, LLC
|
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|
KWB Wealth
|
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|
BRYN MAWR TRUST Co
|
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|
Crossmark Global Holdings, Inc.
|
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Inspirion Wealth Advisors, Llc
|
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|
VCI Wealth Management LLC
|
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|
FT Vest Total Return Income Fund: Series B1
|
|
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|
UniSuper Management Pty Ltd
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Patton Albertson Miller Group, Llc
|
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|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
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|
GK Wealth Management LLC
|
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|
Mechanics Bank Trust Department
|
|
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|
Summit Financial, LLC
|
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FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
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|
Greenwood Gearhart Inc
|
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|
Applied Capital LLC/FL
|
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|
Smith, Salley & Associates
|
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|
Evoke Wealth, Llc
|
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|
Abbot Financial Management, Inc.
|
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Total Investment Management Inc
|
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Two Sigma Investments, Lp
|
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Absher Wealth Management, Llc
|
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|
Rafferty Asset Management, LLC
|
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|
Bruce G. Allen Investments, LLC
|
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|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
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|
Stratos Wealth Partners, LTD.
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
|
Austin Private Wealth, LLC
|
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|
|
SG Americas Securities, LLC
|
|
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|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
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|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Argent Advisors, Inc.
|
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|
Shaolin Capital Management LLC
|
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|
Glenmede Trust Co Na
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
1492 Capital Management LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Camelot Technology Advisors, Inc.
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
Lewis Asset Management, LLC
|
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|
|
Archon Partners LLC
|
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|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
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|
Lee Financial Co
|
|
|
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|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
Titleist Asset Management, Llc
|
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|
|
Steward Partners Investment Advisory, Llc
|
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|
Adell Harriman & Carpenter Inc
|
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|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
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|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
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|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
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|
North Star Asset Management Inc
|
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|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Twin Securities, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
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|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
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|
Ctc Llc
|
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|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
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|
Oak Harvest Investment Services
|
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|
Financial Advisors Network, Inc.
|
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|
Centiva Capital, LP
|
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|
Aviva Plc
|
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|
Nilsine Partners, LLC
|
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|
Ancora Advisors, LLC
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|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
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|
Ameliora Wealth Management Ltd.
|
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|
Alteri Wealth LLC
|
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|
Regions Financial Corp
|
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|
Capital World Investors
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
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|
Tempus Wealth Planning, LLC
|
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|
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|
|
Westhampton Capital, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
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|
|
FNY Investment Advisers, LLC
|
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|
Pensionmark Financial Group, Llc
|
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|
Wells Fargo & Company/mn
|
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|
Peoples Financial Services Corp.
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Capital Advantage, Inc.
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
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|
|
Mattson Financial Services, LLC
|
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|
|
Independent Advisor Alliance
|
|
|
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|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Adams Diversified Equity Fund, Inc.
|
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|
California State Teachers Retirement System
|
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|
Hunter Associates Investment Management Llc
|
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|
Atlanta Consulting Group Advisors, LLC
|
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|
Garde Capital, Inc.
|
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|
Jfs Wealth Advisors, Llc
|
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|
Westend Capital Management LLC
|
|
|
|
|
|
L1 Capital Pty Ltd
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
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|
Walleye Capital LLC
|
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|
Sloy Dahl & Holst, LLC
|
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|
McGinn Investment Management, Inc.
|
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|
State Of Wisconsin Investment Board
|
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|
Atalanta Sosnoff Capital, Llc
|
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|
Viawealth, Llc
|
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|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Curbstone Financial Management Corp
|
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|
Beaton Management Co. Inc.
|
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|
Kiker Wealth Management, LLC
|
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|
Elyxium Wealth, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
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|
Nova Wealth Management, Inc.
|
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|
Pingora Partners LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Verde Servicos Internacionais S.A.
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Investments & Financial Planning, LLC
|
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|
|
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|
Daymark Wealth Partners, Llc
|
|
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|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
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|
|
Magnetar Financial LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Saba Capital Management, L.P.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Three Cord True Wealth Management, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
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|
|
Vision Financial Markets Llc
|
|
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|
Amalgamated Bank
|
|
|
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|
Lifeworks Advisors, LLC
|
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|
Umb Bank N A/mo
|
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|
|
Steel Peak Wealth Management LLC
|
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|
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|
|
Stonebridge Financial Group, LLC
|
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|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
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|
|
Evergreen Private Wealth LLC
|
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|
|
Collier Financial
|
|
|
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|
Gryphon Financial Partners LLC
|
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|
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|
Jain Global LLC
|
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|
Riggs Asset Managment Co. Inc.
|
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|
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|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
|
Pflug Koory, LLC
|
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|
|
|
Gradient Capital Advisors, LLC
|
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|
Mariner, LLC
|
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|
Cooper Financial Group
|
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|
Ameriprise Financial Inc
|
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|
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|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
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|
Fifth Third Bancorp
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
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|
Virtue Capital Management, LLC
|
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|
Perennial Investment Advisors, LLC
|
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|
Mutual Advisors, LLC
|
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|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Hilltop National Bank
|
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|
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|
|
Bollard Group LLC
|
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|
|
Swiss National Bank
|
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|
|
|
Private Trust Co Na
|
|
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|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Oakworth Capital, Inc.
|
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|
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|
Avion Wealth
|
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|
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|
Petrus Trust Company, LTA
|
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
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|
Needham Investment Management Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
|
|
|
Hillman Capital Management, Inc.
|
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|
Cullen/frost Bankers, Inc.
|
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|
Webster Bank, N. A.
|
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|
Sanders Morris Harris Llc
|
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Buckingham Strategic Partners
|
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TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
|
Tradewinds Capital Management, LLC
|
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|
|
Patton Fund Management, Inc.
|
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|
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|
|
BlueChip Wealth Advisors LLC
|
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|
Shelton Capital Management
|
|
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|
Carnegie Capital Asset Management, LLC
|
|
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
CLARET ASSET MANAGEMENT Corp
|
|
|
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|
|
Stark Wealth Management LLC
|
|
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|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
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|
Farmers & Merchants Trust Co of Long Beach
|
|
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|
|
|
Advanced Portfolio Management, LLC
|
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|
|
Xponance, Inc.
|
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|
|
Caption Management, LLC
|
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|
|
REAP Financial Group, LLC
|
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|
Capital Investment Counsel, Inc
|
|
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|
|
Appleton Partners Inc/ma
|
|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
FCVSX - FIDELITY FINANCIAL TRUST - Fidelity Convertible Securities Fund
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Juniper Investment Company, LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
TIG Advisors, LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
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KPP Advisory Services LLC
|
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Kayne Anderson Rudnick Investment Management Llc
|
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WealthPLAN Partners, LLC
|
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|
Millennium Management Llc
|
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Pentwater Capital Management LP
|
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|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
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|
|
Noesis Capital Mangement Corp
|
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Palacios Wealth Management, LLC
|
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Barclays Plc
|
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Greenvale Capital LLP
|
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Colonial Trust Advisors
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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First Foundation Advisors
|
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Beacon Capital Management, Inc.
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UNIVEST FINANCIAL Corp
|
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Apriem Advisors
|
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Global Assets Advisory, LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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Mirae Asset Global Investments Co., Ltd.
|
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Novak & Powell Financial Services, Inc.
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Canada Pension Plan Investment Board
|
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PFG Investments, LLC
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Putnam Fl Investment Management Co
|
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OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
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Royal London Asset Management Ltd
|
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Chancellor Financial Group WB LP
|
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MONTX - MONETTA TRUST - Monetta Fund
|
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Raelipskie Partnership
|
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Lido Advisors, LLC
|
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Conquis Financial Llc
|
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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Wexford Capital Lp
|
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LaSalle St. Investment Advisors, LLC
|
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Alpine Bank Wealth Management
|
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Everett Harris & Co /ca/
|
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Aviance Capital Partners, LLC
|
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Patriot Financial Group Insurance Agency, LLC
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Davidson Trust Co
|
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Pnc Financial Services Group, Inc.
|
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Boston Trust Walden Corp
|
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High Net Worth Advisory Group LLC
|
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Argent Trust Co
|
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Northeast Financial Consultants Inc
|
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|
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|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
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|
Walleye Trading LLC
|
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Sigma Planning Corp
|
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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Pinpoint Asset Management Ltd
|
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Pacific Asset Management, LLC
|
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Valley Financial Group, Inc.
|
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Twin Peaks Wealth Advisors, LLC
|
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Archer Investment Corp
|
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Abner Herrman & Brock Llc
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
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|
Capital Research Global Investors
|
|
|
|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
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|
Jones Financial Companies Lllp
|
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Jaffetilchin Investment Partners, LLC
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Readystate Asset Management Lp
|
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McElhenny Sheffield Capital Management, LLC
|
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Hm Payson & Co
|
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Triangle Securities Wealth Management
|
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Columbia Advisory Partners Llc
|
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|
Spdr S&p 500 Etf Trust
|
|
|
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
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|
Natixis
|
|
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|
Clear Harbor Asset Management, LLC
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Asset Planning,Inc
|
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Fortitude Advisory Group L.L.C.
|
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Arista Wealth Management, LLC
|
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HBK Sorce Advisory LLC
|
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|
ProVise Management Group, LLC
|
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FourThought Financial Partners, LLC
|
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|
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|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
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|
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|
MCF Advisors LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
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|
Pettee Investors, Inc.
|
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|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
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|
Retirement Income Solutions, Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
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|
Violich Capital Management, Inc.
|
|
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|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
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|
FSA Wealth Management LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Sagefield Capital LP
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Wilmar Advisors LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Blackstone Group Inc
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Crawford Fund Management, LLC
|
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|
Clark & Stuart, Inc
|
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|
Gallagher Capital Advisors, LLC
|
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|
Saxony Capital Management, LLC
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Sender Co & Partners, Inc.
|
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|
Cadinha & Co Llc
|
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Signature Estate & Investment Advisors Llc
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
|
Werba Rubin Papier Wealth Management
|
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|
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|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
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|
CWS Financial Advisors, LLC
|
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Inscription Capital, LLC
|
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Meiji Yasuda Asset Management Co Ltd.
|
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|
Virginia Retirement Systems Et Al
|
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|
Toth Financial Advisory Corp
|
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Altus Wealth Group LLC
|
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Lake Street Financial Llc
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Hancock Whitney Corp
|
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|
Zullo Investment Group, Inc.
|
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Senvest Management, LLC
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Aspiriant, Llc
|
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|
Oppenheimer Asset Management Inc.
|
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BlackRock, Inc.
|
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Victrix Investment Advisors
|
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Natixis Advisors, L.p.
|
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Associated Banc-corp
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
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|
Northstar Asset Management Llc
|
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Hudson Value Partners, LLC
|
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Kovitz Investment Group Partners, LLC
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
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|
Madison Asset Management, LLC
|
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|
Montag A & Associates Inc
|
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Stokes Family Office, LLC
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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|
Red Tortoise LLC
|
|
|
|
|
|
Kidder Stephen W
|
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Montz Harcus Wealth Management LLC
|
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|
RiverPark Advisors, LLC
|
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|
Pinnacle West Asset Management, Inc.
|
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|
West Chester Capital Advisors, Inc
|
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
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|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
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|
|
Prospect Financial Services LLC
|
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|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
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|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
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|
Fundamentun, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Fairbanks Capital Management, Inc.
|
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|
Mufg Securities Americas Inc.
|
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CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
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|
V2 Financial group LLC
|
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Congress Park Capital LLC
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
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|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
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|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
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|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
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|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
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|
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|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
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|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
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|
|
|
Capstone Financial Advisors, Inc.
|
|
|
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|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
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|
DAVENPORT & Co LLC
|
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|
|
Garda Capital Partners Lp
|
|
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|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
DeepCurrents Investment Group LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Dilation Capital Management LP
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
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|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
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|
Anfield Capital Management, LLC
|
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|
Gabelli Convertible & Income Securities Fund Inc
|
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|
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|
Logan Capital Management Inc
|
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|
Peterson Wealth Services
|
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|
Retirement Systems of Alabama
|
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|
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|
|
One Wealth Capital Management, Llc
|
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|
|
LeClair Wealth Partners LLC
|
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|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
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|
Bank Of America Corp /de/
|
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|
WoodTrust Financial Corp
|
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Blackrock Enhanced Equity Dividend Trust
|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
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|
Quadrant Capital Group Llc
|
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German American Bancorp, Inc.
|
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1620 Investment Advisors, Inc.
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Old Point Trust & Financial Services N A
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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|
Howard Hughes Medical Institute
|
|
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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|
Aviso Financial Inc.
|
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Great Diamond Partners, LLC
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
Aspetuck Financial Management LLC
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Blue Bell Private Wealth Management, Llc
|
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|
Alpha Cubed Investments, LLC
|
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|
Campbell Newman Asset Management Inc
|
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Compass Ion Advisors, LLC
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
CVA Family Office, LLC
|
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Benedict Financial Advisors Inc
|
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Larson Financial Group LLC
|
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GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
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|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
Strategic Blueprint, LLC
|
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|
Van Hulzen Asset Management, LLC
|
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Windward Capital Management Co /ca
|
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|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
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|
Ameritas Advisory Services, LLC
|
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Catalyst Financial Partners Llc
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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|
Tandem Capital Management Corp /adv
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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|
Everpar Advisors Llc
|
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Sanibel Captiva Trust Company, Inc.
|
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DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
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Warwick Investment Management, Inc.
|
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Bramshill Investments, LLC
|
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Willis Johnson & Associates, Inc.
|
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Waddell & Associates, Llc
|
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|
Bragg Financial Advisors, Inc
|
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Blue Zone Wealth Advisors, LLC
|
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|
Donaldson Capital Management, Llc
|
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|
Profunds - Profund Vp Industrials
|
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|
Intrua Financial, LLC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Northside Capital Management, LLC
|
|
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
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|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
|
Pittenger & Anderson Inc
|
|
|
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|
|
BCS Private Wealth Management, Inc.
|
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|
First National Trust Co
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
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|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
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|
|
|
Weiss Asset Management LP
|
|
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|
Ball & Co Wealth Management Inc.
|
|
|
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|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
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|
|
Knollwood Investment Advisory, LLC
|
|
|
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|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
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|
|
|
|
TB Alternative Assets Ltd.
|
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|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
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|
Newport Trust Co
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
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|
Cornerstone Planning, LLC
|
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|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Quantum Financial Planning Services, Inc.
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Nvwm, Llc
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Capital Markets Trading UK LLP
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Harbor Investment Advisory, Llc
|
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SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
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|
Clarity Wealth Development LLC
|
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|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
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|
Merit Financial Group, LLC
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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Prostatis Group LLC
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Forefront Wealth Partners, LLC
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Trust Co Of Vermont
|
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Jump Financial, LLC
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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Pfc Capital Group, Inc.
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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|
IVC Wealth Advisors LLC
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Dividend Asset Capital, Llc
|
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|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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L.K. Benson & Company, P.C.
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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|
Kmg Fiduciary Partners, Llc
|
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Next Century Growth Investors Llc
|
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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|
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Garner Asset Management Corp
|
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Zurich Insurance Group Ltd/FI
|
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Eclectic Associates Inc /adv
|
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UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
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Venture Visionary Partners LLC
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N.E.W. Advisory Services LLC
|
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IFS Advisors, LLC
|
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Bradley Foster & Sargent Inc/ct
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Steigerwald, Gordon & Koch Inc.
|
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Wealth Alliance Advisory Group, LLC
|
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
|
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|
Granite FO LLC
|
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|
Keel Point, LLC
|
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|
Pure Financial Advisors, Inc.
|
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Captrust Financial Advisors
|
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Sandbox Financial Partners, LLC
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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|
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|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Electron Capital Partners, LLC
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|
Garrison Point Advisors, Llc
|
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Thoma Capital Management LLC
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|
Trilogy Capital Inc.
|
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Jeppson Wealth Management, Llc
|
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Baker Boyer National Bank
|
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Mission Wealth Management, Lp
|
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Nadler Financial Group, Inc.
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Heritage Financial Services, LLC
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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Sentry Investment Management Llc
|
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Stock Yards Bank & Trust Co
|
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|
Barrett & Company, Inc.
|
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|
SWAN Capital LLC
|
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|
Cito Capital Group, LLC
|
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|
Level Financial Advisors, Inc.
|
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|
CIBC World Markets Inc.
|
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|
LMR Partners LLP
|
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Citizens National Bank Trust Department
|
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|
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|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Peoples Bank/KS
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
Gabelli Dividend & Income Trust
|
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|
Rise Advisors, LLC
|
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|
Uhlmann Price Securities, Llc
|
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|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
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|
|
Guardian Investment Management
|
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|
Profunds - Profund Vp Ultrabull
|
|
|
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|
Commonwealth Equity Services, Llc
|
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|
|
|
|
Novare Capital Management Llc
|
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|
National Pension Service
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Key Colony Management, LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
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|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Masters Capital Management Llc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
JETS - ETF Series Solutions - U.S. Global Jets ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Falcon Edge Capital, LP
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
MSS Series Trust - One Rock Fund
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
ARCFX - ARBITRAGE FUNDS - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Ratan Capital Management LP
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
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CoreFirst Bank & Trust
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
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|
Allianz Asset Management GmbH
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
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|
Herold Advisors, Inc.
|
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|
Kcm Investment Advisors Llc
|
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|
Mountain Hill Investment Partners Corp.
|
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|
First National Bank & Trust Co Of Newtown
|
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|
Elite Wealth Management, Inc.
|
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|
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|
Toronto Dominion Bank
|
|
|
|
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|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Townsend & Associates, Inc
|
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|
Renaissance Technologies Llc
|
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New York Life Investment Management Llc
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Twin Tree Management, LP
|
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|
Laraway Financial Inc
|
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Capital Advisors Inc/ok
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
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|
Tower Research Capital LLC (TRC)
|
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|
Bedell Frazier Investment Counseling, LLC
|
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Promethium Advisors,llc
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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Harel Insurance Investments & Financial Services Ltd.
|
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FT Vest Total Return Income Fund: Series A3
|
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|
Covestor Ltd
|
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Haverford Trust Co
|
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Patron Partners Advisors, Llc
|
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Emprise Bank
|
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Douglass Winthrop Advisors, LLC
|
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IHT Wealth Management, LLC
|
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Schwarz Dygos Wheeler Investment Advisors Llc
|
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Professional Advisory Services Inc
|
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First National Corp /ma/ /adv
|
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Geode Capital Management, Llc
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
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|
Vaughan David Investments Inc/il
|
|
|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
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|
Y-Intercept (Hong Kong) Ltd
|
|
|
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|
Magnus Financial Group LLC
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Ubs Oconnor Llc
|
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Citizens Financial Group Inc/ri
|
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FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
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|
Castlekeep Investment Advisors Llc
|
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Mercer Global Advisors Inc /adv
|
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|
Essex Financial Services, Inc.
|
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Evelyn Partners Investment Management LLP
|
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Crescent Grove Advisors, LLC
|
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|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
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|
Granite Investment Partners, LLC
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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|
Consolidated Portfolio Review Corp
|
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
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|
Moloney Securities Asset Management, LLC
|
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|
Ellis Investment Partners, LLC
|
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Ade, Llc
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
Shulman DeMeo Asset Management LLC
|
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|
Stone House Investment Management, LLC
|
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|
Truist Financial Corp
|
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|
Insight 2811, Inc.
|
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|
Conrad Siegel Investment Advisors, Inc.
|
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|
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|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Rovida Investment Management Ltd
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
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|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
Phil A. Younker & Associates, Ltd.
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Marks Wealth, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
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|
Pacifica Partners Inc.
|
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|
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|
Vise Technologies, Inc.
|
|
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
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|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
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|
|
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|
Polymer Capital Management (US) LLC
|
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|
Client 1st Advisory Group, Llc
|
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|
Cary Street Partners Financial Llc
|
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|
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|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
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|
|
Fourth Dimension Wealth, LLC
|
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|
Beacon Bridge Wealth Partners, LLC
|
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|
Embree Financial Group
|
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|
ACT Advisors, LLC.
|
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|
Trifecta Capital Advisors, LLC
|
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|
MBA Advisors LLC
|
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|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
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|
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|
GeoWealth Management, LLC
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
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|
TCTC Holdings, LLC
|
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|
|
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|
Forbes J M & Co Llp
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
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|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
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|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
|
|
|
Dynamic Technology Lab Private Ltd
|
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|
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|
Camden Capital, LLC
|
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|
Susquehanna International Group, Llp
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
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|
Safeguard Investment Advisory Group, LLC
|
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|
Jane Street Group, Llc
|
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|
Hershey Financial Advisers, LLC
|
|
|
|
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|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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|
|
Founders Capital Management
|
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|
Pinney & Scofield, Inc.
|
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|
Capitolis Liquid Global Markets LLC
|
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|
Chickasaw Capital Management Llc
|
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|
New York State Teachers Retirement System
|
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|
Intech Investment Management Llc
|
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|
Savant Capital, LLC
|
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|
Hodges Capital Management Inc.
|
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|
Wallington Asset Management, LLC
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
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|
Shufro Rose & Co Llc
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
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|
Grove Bank & Trust
|
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|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
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|
|
Mitchell & Pahl Private Wealth, Llc
|
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|
|
GAMMA Investing LLC
|
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|
Woodward Diversified Capital, Llc
|
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|
Bnp Paribas
|
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|
Shoker Investment Counsel, Inc.
|
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|
Alta Capital Management Llc/
|
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|
Klingman & Associates, LLC
|
|
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|
|
|
Foster Group, Inc.
|
|
|
|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
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|
|
Wealth Alliance
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
WT Asset Management Ltd
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Rovida Advisors Inc.
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Gdl Fund
|
|
|
|
|
|
MIOFX - Marsico Investment Fund - Marsico International Opportunities Fund
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Spg Advisors Llc
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Paul R. Ried Financial Group, LLC
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
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|
Gold Investment Management Ltd.
|
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|
WealthCollab, LLC
|
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|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
Marex Group plc
|
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Harvest Management Llc
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Earnest Partners Llc
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|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Brookstone Capital Management
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|
Bill Few Associates, Inc.
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|
S. R. Schill & Associates
|
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Bristlecone Advisors, LLC
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|
Lodestone Wealth Management LLC
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|
Fwl Investment Management, Llc
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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|
Fiduciary Advisors, Inc.
|
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|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
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Strategic Equity Management
|
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|
Calamos Long/Short Equity & Dynamic Income Trust
|
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GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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|
American Capital Advisory, LLC
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|
Invictus Private Wealth, Llc
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Wulff, Hansen & Co.
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
Whittier Trust Co
|
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Fisher Asset Management, LLC
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First Financial Bank - Trust Division
|
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Cladis Investment Advisory, LLC
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Arbor Wealth Advisors LLC
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
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|
Horizon Investments, LLC
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IPG Investment Advisors LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Milestone Asset Management, Llc
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Wedbush Securities Inc
|
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Estabrook Capital Management
|
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Private Advisory Group LLC
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|
Rehmann Capital Advisory Group
|
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|
Azimuth Capital Investment Management LLC
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|
Modera Wealth Management, LLC
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Atlantic Edge Private Wealth Management, LLC
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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S&t Bank/pa
|
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|
Loomis Sayles & Co L P
|
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|
Aspire Growth Partners LLC
|
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|
Financial Network Wealth Advisors LLC
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|
M3 Advisory Group, LLC
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|
Deltec Asset Management Llc
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Guggenheim Capital Llc
|
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United Asset Strategies, Inc.
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First Command Advisory Services, Inc.
|
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Cypress Capital Management LLC (WY)
|
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|
Waverton Investment Management Ltd
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
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|
Winslow Asset Management Inc
|
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|
Cravens & Co Advisors, LLC
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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Carnegie Lake Advisors LLC
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New Millennium Group LLC
|
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|
Legal & General Group Plc
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
First American Bank
|
|
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|
State Street Corp
|
|
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|
Avantax Planning Partners, Inc.
|
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|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
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|
Diligent Investors, LLC
|
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|
Mairs & Power Inc
|
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|
ICONIQ Capital, LLC
|
|
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|
Qube Research & Technologies Ltd
|
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|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
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|
Unisphere Establishment
|
|
|
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|
SBI Securities Co., Ltd.
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Ally Financial Inc.
|
|
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|
Farringdon Capital, Ltd.
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
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|
Tyche Wealth Partners LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
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|
Ameritas Investment Partners, Inc.
|
|
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|
Optima Capital Llc
|
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|
|
|
|
Capital Wealth Planning, LLC
|
|
|
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|
Midwest Trust Co
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Clayton Financial Group LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Jones Road Capital Management, L.p.
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
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IMA Wealth, Inc.
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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White Pine Capital Llc
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Alyeska Investment Group, L.P.
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Collar Capital Management, LLC
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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Monte Financial Group, LLC
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Mark Asset Management Lp
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Atlas Brown,Inc.
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Weaver Consulting Group
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Nuveen Nasdaq 100 Dynamic Overwrite Fund
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Cornerstone Advisory, LLC
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Citigroup Inc
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Paces Ferry Wealth Advisors, Llc
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Us Financial Advisors, Llc
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Avalon Trust Co
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Hartford Investment Management Co
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ISAM Funds (UK) Ltd
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Principal Street Partners, LLC
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Atlantic Private Wealth, LLC
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Greykasell Wealth Strategies, Inc.
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Capital International Sarl
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
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General Pension Society PZU Joint Stock Co
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FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
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BancorpSouth Bank
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WMG Financial Advisors, LLC
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Sierra Ocean, Llc
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Pinnacle Wealth Planning Services, Inc.
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Westchester Capital Management, LLC
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
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T. Rowe Price Investment Management, Inc.
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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BLB&B Advisors, LLC
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WealthTrust Axiom LLC
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Calamos Wealth Management LLC
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Centaurus Financial, Inc.
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Crews Bank & Trust
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Dynamic Advisor Solutions LLC
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Mach-1 Financial Group, Inc.
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
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Kraematon Investment Advisors, Inc
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Sandy Spring Bank
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Csenge Advisory Group
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ExodusPoint Capital Management, LP
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Strategic Investment Solutions, Inc. /IL
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Gulf International Bank (UK) Ltd
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Auxano Advisors, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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Whitener Capital Management, Inc.
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
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Princeton Capital Management Llc
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ORG Wealth Partners, LLC
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BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
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Mather Group, Llc.
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Worth Financial Advisory Group, LLC
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Edge Financial Advisors LLC
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Cerro Pacific Wealth Advisors LLC
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Romano Brothers And Company
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VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
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Woodline Partners LP
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Waterfront Wealth Inc.
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Delta Global Management LP
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Kennebec Savings Bank
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Teza Capital Management LLC
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Arcadia Investment Management Corp/mi
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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Icon Wealth Advisors, LLC
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