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