|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
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Strategy Asset Managers Llc
|
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Clarendon Private LLC
|
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Topsail Wealth Management, LLC
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Brookwood Investment Group LLC
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Woodmont Investment Counsel Llc
|
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New World Advisors LLC
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Badgley Phelps Wealth Managers, LLC
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Gsa Capital Partners Llp
|
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Resources Management Corp /ct/ /adv
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Bard Associates Inc
|
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Allen Capital Group, LLC
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Painted Porch Advisors LLC
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Triglav Skladi, D.o.o.
|
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Abner Herrman & Brock Llc
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GQG Partners LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
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Financial Network Wealth Advisors LLC
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Brick & Kyle, Associates
|
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Tiaa Trust, National Association
|
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BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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PENN SERIES FUNDS INC - Large Core Value Fund
|
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Cwm, Llc
|
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Financial Advisory Partners, Llc
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Meridian Financial, LLC
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Addison Capital Co
|
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Eaton Vance Tax Advantaged Global Dividend Income Fund
|
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|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
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Bennett Associates Wealth Management
|
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Aspen Grove Capital, LLC
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Treasurer of the State of North Carolina
|
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FT Vest Total Return Income Fund: Series B1
|
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TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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CBIZ Investment Advisory Services, LLC
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Keybank National Association/oh
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Eldridge Investment Advisors, Inc.
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DAVENPORT & Co LLC
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BlackRock Capital Allocation Trust
|
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Taurus Asset Management, Llc
|
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Spectrum Wealth Advisory Group, LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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|
Valued Wealth Advisors LLC
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Jackson Square Capital, Llc
|
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Shelter Mutual Insurance Co
|
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Marshall Wace, Llp
|
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Syntax Research, Inc.
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Pekin Hardy Strauss, Inc.
|
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Ingalls & Snyder Llc
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Soltis Investment Advisors LLC
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Pineridge Advisors LLC
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Cornerstone Planning, LLC
|
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Horizon Bancorp Inc /in/
|
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City Center Advisors, LLC
|
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Intelligent Financial Strategies
|
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FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
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|
Dillon & Associates Inc
|
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NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
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Signet Financial Management, Llc
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Jacobsen Capital Management
|
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Essex LLC
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Erste Asset Management GmbH
|
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Cardiff Park Advisors, Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
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|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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|
Jeppson Wealth Management, Llc
|
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|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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|
Electron Capital Partners, LLC
|
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|
Kestra Advisory Services, LLC
|
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|
Modern Wealth Management, LLC
|
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|
Stifel Financial Corp
|
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|
Cercano Management LLC
|
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|
Sigma Planning Corp
|
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|
IEYAX - IVY FUNDS - Ivy Energy Fund Class A
|
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|
Union Bancaire Privee, UBP SA
|
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|
Interchange Capital Partners, LLC
|
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|
Mattson Financial Services, LLC
|
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|
Financial Engines Advisors L.L.C.
|
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|
MEMBERS Trust Co
|
|
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|
FSUTX - FIDELITY SELECT PORTFOLIOS - Utilities Portfolio
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
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|
|
Covenant Asset Management, LLC
|
|
|
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|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
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|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
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|
|
Goepper Burkhardt LLC
|
|
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|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Profunds - Profund Vp Utilities
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
ECOAX - Advisors' Inner Circle Fund III - Ecofin Global Renewables Infrastructure Fund A Class
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Herzfeld Caribbean Basin Fund Inc
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
JXI - iSHARES TRUST - iShares Global Utilities ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Utilities Series Initial Class
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
IDU - iSHARES TRUST - iShares U.S. Utilities ETF
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
FFNJX - VARIABLE INSURANCE PRODUCTS FUND IV - Utilities Portfolio Initial Class
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
VLPAX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus Duff & Phelps Select MLP and Energy Fund Class A
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
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Old Point Trust & Financial Services N A
|
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|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
|
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|
Calamos Wealth Management LLC
|
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|
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|
Capital Management Associates /ny/
|
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|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
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|
Royal London Asset Management Ltd
|
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Investment House Llc
|
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New York Life Investment Management Llc
|
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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|
Meritage Portfolio Management
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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|
Tower Bridge Advisors
|
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Twin Tree Management, LP
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Two Sigma Advisers, Lp
|
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|
Bank Of Nova Scotia Trust Co
|
|
|
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
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|
Duncker Streett & Co Inc
|
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|
Hrt Financial Lp
|
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Alpha Financial Partners, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
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|
HFR Wealth Management, LLC
|
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Colonial Trust Advisors
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
Nilsine Partners, LLC
|
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|
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Evergreen Private Wealth LLC
|
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|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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|
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Nvest Financial, LLC
|
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Mv Capital Management, Inc.
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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YANKCOM Partnership
|
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Supplemental Annuity Collective Trust of NJ
|
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Segment Wealth Management, LLC
|
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Haven Capital Group, Inc.
|
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Atticus Wealth Management, Llc
|
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Harwood Advisory Group, LLC
|
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Rbo & Co Llc
|
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Rsm Us Wealth Management Llc
|
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Westmount Partners, LLC
|
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|
Edgemoor Investment Advisors, Inc.
|
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Americana Partners, LLC
|
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Sulzberger Capital Advisors, Inc.
|
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Kentucky Retirement Systems
|
|
|
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
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|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
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Canandaigua National Bank & Trust Co
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
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|
Tortoise Essential Assets Income Term Fund
|
|
|
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|
Crawford Investment Counsel Inc
|
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|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Cigna Investments Inc /new
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
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|
Northstar Advisory Group, LLC
|
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|
Public Employees Retirement Association Of Colorado
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Frisch Financial Group, Inc.
|
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Cubist Systematic Strategies, LLC
|
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|
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
Alamea Verwaltungs GmbH
|
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|
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|
LeClair Wealth Partners LLC
|
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|
Atlantic Private Wealth, LLC
|
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Texas Yale Capital Corp.
|
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Aware Super Pty Ltd as trustee of Aware Super
|
|
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|
Garden State Investment Advisory Services LLC
|
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|
Argus Investors' Counsel, Inc.
|
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|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
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|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
Firestone Capital Management
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Regent Peak Wealth Advisors LLC
|
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|
North Capital, Inc.
|
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|
|
|
|
Croban
|
|
|
|
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|
Stack Financial Management, Inc
|
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|
Pingora Partners LLC
|
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|
Becker Capital Management Inc
|
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|
Sawyer & Company, Inc
|
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|
Principle Wealth Partners Llc
|
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|
Chesley Taft & Associates LLC
|
|
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|
Federated Hermes, Inc.
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Acadian Asset Management Llc
|
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|
First Merchants Corp
|
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|
M Holdings Securities, Inc.
|
|
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|
Elyxium Wealth, LLC
|
|
|
|
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|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
Aspiriant, Llc
|
|
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|
Amplify Investments, Llc
|
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|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
GCEPX - GOLDMAN SACHS TRUST - Goldman Sachs Clean Energy Income Fund Class P Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
BlackBarn Capital Partners LP
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
PGVFX - FORUM FUNDS - Polaris Global Value Fund
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Centersquare Investment Management Llc
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Global Utilities VIP Fund
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
FKUTX - Franklin Custodian Funds - Franklin Utilities Fund Class A1
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
USNG - Amplify ETF Trust - Amplify Samsung U.S. Natural Gas Infrastructure ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Hilltop National Bank
|
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IQRA - IndexIQ Active ETF Trust - IQ CBRE Real Assets ETF
|
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|
Copley Financial Group, Inc.
|
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|
Nicholson Wealth Management Group, LLC
|
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|
Penserra Capital Management LLC
|
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|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
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|
Tactive Advisors, LLC
|
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Fox Hill Wealth Management
|
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Heartwood Wealth Advisors LLC
|
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|
GAM Holding AG
|
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|
Rhumbline Advisers
|
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|
Heartland Bank & Trust Co
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|
Shorepoint Capital Partners LLC
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|
Mufg Securities Americas Inc.
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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Mission Wealth Management, Lp
|
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Cantor Fitzgerald Sustainable Infrastructure Fund
|
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|
WPG Advisers, LLC
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Prudential Plc
|
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111 Capital
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
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|
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|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
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PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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Dunhill Financial, LLC
|
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Bravias Capital Group, LLC
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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New York State Common Retirement Fund
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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Hudock, Inc.
|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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|
Capital Advisors Inc/ok
|
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Fidelity D & D Bancorp Inc
|
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ALPS ETF Trust - ALPS Electrification Infrastructure ETF
|
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Eastern Bank
|
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Waterloo Capital, L.P.
|
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Patrick M Sweeney & Associates, Inc
|
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HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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Canandaigua National Trust Co of Florida
|
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Signet Investment Advisory Group, Inc.
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Flagship Harbor Advisors, Llc
|
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Bristlecone Advisors, LLC
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
FT Vest Total Return Income Fund: Series A4
|
|
|
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|
MSH Capital Advisors LLC
|
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Paces Ferry Wealth Advisors, Llc
|
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Sheets Smith Wealth Management
|
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Legacy Wealth Managment, LLC/ID
|
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Hemington Wealth Management
|
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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Beach Investment Counsel Inc/pa
|
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M. Kulyk & Associates, LLC
|
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Vicus Capital
|
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Sunbelt Securities, Inc.
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AustralianSuper Pty Ltd
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Wells Fargo & Company/mn
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Bayesian Capital Management, LP
|
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E Six Thirteen, Llc
|
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Tyler-Stone Wealth Management
|
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Everpar Advisors Llc
|
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BNP Paribas Asset Management Holding S.A.
|
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JT Stratford LLC
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Austin Wealth Management, LLC
|
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Embree Financial Group
|
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FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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Trillium Asset Management, Llc
|
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Intech Investment Management Llc
|
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1858 Wealth Management, Llc
|
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Capstone Wealth Management Group LLC
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
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|
Beverly Hills Private Wealth, LLC
|
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|
Northwest Capital Management Inc
|
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Baker Avenue Asset Management, LP
|
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
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|
Gilman Hill Asset Management, LLC
|
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|
Louisbourg Investments Inc.
|
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|
Cohen Klingenstein LLC
|
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|
Heritage Wealth Management, Inc.
|
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Sherbrooke Park Advisers Llc
|
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|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
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|
Brucke Financial, Inc.
|
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|
FXU - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Utilities AlphaDEX Fund
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
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|
Gradient Investments LLC
|
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|
Greenwich Wealth Management LLC
|
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|
Evelyn Partners Investment Management Services Ltd
|
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|
Utah Retirement Systems
|
|
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|
Cynosure Management, Llc
|
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USS Investment Management Ltd
|
|
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|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
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|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
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|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
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|
Trust Co Of Vermont
|
|
|
|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
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|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
EGLAX - Northern Lights Fund Trust - Eagle MLP Strategy Fund Class A Shares
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Meketa Investment Group Inc /adv
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ECLN - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust EIP Carbon Impact ETF
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Virtus Global Dividend & Income Fund Inc.
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
My Legacy Advisors, LLC
|
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|
Fundamentun, Llc
|
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Mb, Levis & Associates, Llc
|
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|
Opinicus Capital, Inc.
|
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|
Verition Fund Management LLC
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
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|
Pacific Center for Financial Services
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
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|
Perkins Coie Trust Co
|
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|
Kuhn & Co Investment Counsel
|
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|
Correct Capital Wealth Management
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
First Business Financial Services, Inc.
|
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Portman Square Capital LLP
|
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Natixis Advisors, L.p.
|
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|
VeraBank, N.A.
|
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|
PUREfi Wealth, LLC
|
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|
Bragg Financial Advisors, Inc
|
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|
NFP Retirement, Inc.
|
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Benin Management CORP
|
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LGT Fund Management Co Ltd.
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Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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Berkshire Asset Management Llc/pa
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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|
Napatree Capital Llc
|
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BCJ Capital Management, LLC
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Van Hulzen Asset Management, LLC
|
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BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
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Harbor Investment Advisory, Llc
|
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ABIG - EA Series Trust - Argent Large Cap ETF
|
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Studio Investment Management Llc
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Vigilare Wealth Management
|
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FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
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|
Sterling Capital Management LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
AlphaStar Capital Management, LLC
|
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|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Verity & Verity, LLC
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|
SPC Financial, Inc.
|
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LM Advisors LLC
|
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Rise Advisors, LLC
|
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|
Hixon Zuercher, LLC
|
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|
Souders Financial Advisors
|
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|
State of Alaska, Department of Revenue
|
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Truist Financial Corp
|
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Zions Bancorporation, National Association /ut/
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
Aspetuck Financial Management LLC
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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|
MorganRosel Wealth Management, LLC
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
PKS Advisory Services, LLC
|
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|
Crumly & Associates Inc.
|
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|
Vise Technologies, Inc.
|
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BRUFX - Bruce Fund Inc - Bruce Fund
|
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|
Citizens Financial Group Inc/ri
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Mirova US LLC
|
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|
Corient IA LLC
|
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|
BSW Wealth Partners
|
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|
Groupe la Francaise
|
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Mountain Hill Investment Partners Corp.
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
Cary Street Partners Financial Llc
|
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Lederer & Associates Investment Counsel/ca
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
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|
Millstone Evans Group, LLC
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|
SevenBridge Financial Group, LLC
|
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|
Proathlete Wealth Management Llc
|
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|
O'Brien Wealth Partners LLC
|
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|
United Bank
|
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
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|
Avalon Trust Co
|
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|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Enhancing Capital LLC
|
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|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
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|
|
|
Chicago Partners Investment Group LLC
|
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|
BCK Partners, Inc.
|
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|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
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|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
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|
|
|
VEOIX - VANGUARD TRUSTEES' EQUITY FUND - Vanguard Global Environmental Opportunities Stock Fund Investor Shares
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
MMUFX - MFS SERIES TRUST VI - MFS Utilities Fund A
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Wells Fargo Utilities & High Income Fund
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
FMA Wealth Management, LLC
|
|
|
|
|
|
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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|
Pacifica Partners Inc.
|
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|
Baldwin Brothers Inc/ma
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Sandy Spring Bank
|
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Morton Community Bank
|
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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|
Royal Capital Wealth Management, LLC
|
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|
HBW Advisory Services LLC
|
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|
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
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|
Atlas Brown,Inc.
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
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|
Albion Financial Group /ut
|
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|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Israel Discount Bank of New York
|
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
Maven Securities LTD
|
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Brown Miller Wealth Management, LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
Northern Trust Corp
|
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|
New Mexico Educational Retirement Board
|
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Empowered Funds, LLC
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Bremer Bank National Association
|
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Retirement Systems of Alabama
|
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Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
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|
StoneX Group Inc.
|
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Stephenson National Bank & Trust
|
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Creative Planning
|
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Mitchell & Pahl Private Wealth, Llc
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Busey Wealth Management
|
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BOK Financial Private Wealth, Inc.
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Greenleaf Trust
|
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Apexium Financial, Lp
|
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Brandywine Trust Co
|
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Bmc Fund Inc
|
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|
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Luminist Capital LLC
|
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FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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|
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|
Concord Asset Management, LLC/VA
|
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Catalyst Capital Advisors LLC
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Proficio Capital Partners LLC
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Hexagon Capital Partners LLC
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LMR Partners LLP
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Cannon Advisors, Inc.
|
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Candriam Luxembourg S.C.A.
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Patron Partners Advisors, Llc
|
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Sagespring Wealth Partners, Llc
|
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Tilia Fiduciary Partners, Inc.
|
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Sanders Morris Harris Llc
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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Itau Unibanco Holding S.A.
|
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Morey & Quinn Wealth Partners, LLC
|
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Lazard Asset Management Llc
|
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Center For Asset Management LLC
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Fft Wealth Management Llc
|
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Old Second National Bank Of Aurora
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
|
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|
Permanent Capital Management, LP
|
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Invera Wealth Advisors, LLC
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|
Detalus Advisors, LLC
|
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Byrne Asset Management LLC
|
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Integrity Alliance, Llc.
|
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
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|
BKM Wealth Management, LLC
|
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Claris Financial LLC
|
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|
UMA Financial Services, Inc.
|
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Ahl Investment Management, Inc.
|
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Illinois Municipal Retirement Fund
|
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|
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|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
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|
|
Intrua Financial, LLC
|
|
|
|
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|
TCG Advisory Services, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
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|
|
Holderness Investments Co
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
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|
|
Regions Financial Corp
|
|
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|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Trium Capital LLP
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
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|
Df Dent & Co Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
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|
|
Deprince Race & Zollo Inc
|
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|
Savoie Capital LLC
|
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|
Silicon Valley Capital Partners
|
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Creative Capital Management Investments LLC
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
Menora Mivtachim Holdings Ltd.
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Bearing Point Capital, Llc
|
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Stokes Capital Advisors, LLC
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RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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|
Accurate Wealth Management, LLC
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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|
|
Weaver Capital Management LLC
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|
Lvm Capital Management Ltd/mi
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|
Icon Wealth Advisors, LLC
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|
Farmers Trust Co
|
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|
Twin Capital Management Inc
|
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Orleans Capital Management Corp/la
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Roundview Capital LLC
|
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Strait & Sound Wealth Management LLC
|
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Aqr Capital Management Llc
|
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Eads & Heald Wealth Management
|
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Lockheed Martin Investment Management Co
|
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|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
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|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
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|
Capital International Investors
|
|
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|
Burford Brothers, Inc.
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
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|
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|
Swiss National Bank
|
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|
Capital Market Strategies LLC
|
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Federation des caisses Desjardins du Quebec
|
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YALL - Tidal ETF Trust - God Bless America ETF
|
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|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
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|
Johnson & White Wealth Management, LLC
|
|
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|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
McIlrath & Eck, LLC
|
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Northcape Wealth Management, Llc
|
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|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
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|
Aspen Investment Management Inc
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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K.J. Harrison & Partners Inc
|
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|
|
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|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
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|
Connecticut Wealth Management, LLC
|
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Northwestern Mutual Investment Management Company, Llc
|
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Stockman Wealth Management, Inc.
|
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Franklin Resources Inc
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Umb Bank N A/mo
|
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Watts Gwilliam & Co., LLC
|
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Optimum Investment Advisors
|
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SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Barlow Wealth Partners, Inc.
|
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|
Epoch Investment Partners, Inc.
|
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First Trust Advisors Lp
|
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|
Burling Wealth Partners, Llc
|
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|
Mcdonald Partners Llc
|
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|
Fifth Third Wealth Advisors LLC
|
|
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|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
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|
Violich Capital Management, Inc.
|
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|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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|
Flavin Financial Services, Inc.
|
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|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Dominguez Wealth Management Solutions, Inc.
|
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|
|
Victrix Investment Advisors
|
|
|
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|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Quent Capital, LLC
|
|
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|
|
Fourth Dimension Wealth, LLC
|
|
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|
Blue Chip Partners, Inc.
|
|
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|
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|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
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|
Trust Co Of Oklahoma
|
|
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|
Insight Advisors, LLC/ PA
|
|
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|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
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|
|
Caxton Associates Llp
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Cushing Renaissance Fund
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
FUGAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Utilities Fund Class A
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
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Fiduciary Alliance LLC
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Etesian Wealth Advisors, Inc.
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MPS Loria Financial Planners, LLC
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FLC Capital Advisors
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Quilter Plc
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Wexford Capital Lp
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Stock Yards Bank & Trust Co
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American Trust
|
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SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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|
Capital Investment Advisors, LLC
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Lee Danner & Bass Inc
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King Luther Capital Management Corp
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Intrust Bank Na
|
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Naviter Wealth, LLC
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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Kingsview Wealth Management, LLC
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Hennion & Walsh Asset Management, Inc.
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Redwood Park Advisors LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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IMC-Chicago, LLC
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Perpetual Ltd
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Nordea Investment Management Ab
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Principal Diversified Select Real Asset Fund
|
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Captrust Financial Advisors
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Guerra Advisors Inc
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PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
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|
Banco Santander, S.A.
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Weaver C. Barksdale & Associates, Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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Toth Financial Advisory Corp
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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Greater Midwest Financial Group, LLC
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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Foster Dykema Cabot & Partners, Llc
|
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STXG - EA Series Trust - Strive 1000 Growth ETF
|
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MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
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LGT Financial Advisors LLC
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Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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Louisiana State Employees Retirement System
|
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TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
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NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
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Hudson Bay Capital Management LP
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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ROSS\JOHNSON & Associates LLC
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Westend Capital Management LLC
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JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
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Renasant Bank
|
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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Morton Brown Family Wealth, LLC
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Alpine Bank Wealth Management
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Wills Financial Group LLC
|
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|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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Aspen Wealth Strategies, LLC
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Wellington Management Group Llp
|
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Voya Prime Rate Trust
|
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International Private Wealth Advisors LLC
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CIBC World Markets Inc.
|
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Regatta Capital Group, Llc
|
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Pinnacle Bancorp, Inc.
|
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AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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Onefund, Llc
|
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Cerity Partners LLC
|
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Intellus Advisors LLC
|
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|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
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|
|
Meridian Investment Counsel Inc.
|
|
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|
Kestra Investment Management, LLC
|
|
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First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
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|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
RYUIX - RYDEX SERIES FUNDS - Utilities Fund Investor Class
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
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|
|
Harbour Investments, Inc.
|
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|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
GII - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P GLOBAL INFRASTRUCTURE ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
CGAEX - CALVERT IMPACT FUND INC - Calvert Global Energy Solutions Fund Class A
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema Electrification ETF
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
IGF - iSHARES TRUST - iShares Global Infrastructure ETF
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
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Proactive Wealth Strategies LLC
|
|
|
|
|
|
ICTUX - SCM Trust - ICON UTILITIES AND INCOME FUND Institutional Class
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Broadway Wealth Solutions, Inc.
|
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|
Harvest Fund Management Co., Ltd
|
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|
Bolthouse Investments, LLC
|
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|
D. E. Shaw & Co., Inc.
|
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|
WealthTrak Capital Management LLC
|
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|
Drive Wealth Management, Llc
|
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|
Allegheny Financial Group LTD
|
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|
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|
Fingerlakes Wealth Management, Inc.
|
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|
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|
|
McDonough Capital Management, Inc
|
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|
|
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|
Searle & Co.
|
|
|
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|
SCP Investment, LP
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
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|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
|
|
|
Bridge Creek Capital Management LLC
|
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|
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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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|
|
|
|
Berger Financial Group, Inc
|
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|
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Court Place Advisors, LLC
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
|
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|
HighPoint Advisor Group LLC
|
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|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
|
|
|
Constitution Capital LLC
|
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|
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|
|
Providence First Trust Co
|
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|
MBE Wealth Management, LLC
|
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|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Covestor Ltd
|
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|
|
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|
Castle Wealth Management Llc
|
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|
True Wealth Design, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
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|
|
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|
Wiley Bros.-aintree Capital, Llc
|
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Jacobi Capital Management LLC
|
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|
Strategic Investment Advisors / MI
|
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|
Stephens Inc /ar/
|
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|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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|
|
Jefferies Financial Group Inc.
|
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|
Palisade Asset Management, LLC
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Two Sigma Investments, Lp
|
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|
|
|
|
Waterway Wealth Management, LLC
|
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|
PARK CIRCLE Co
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Pettyjohn, Wood & White, Inc
|
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|
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|
Accredited Investors Inc.
|
|
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|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
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|
|
Exchange Bank
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
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|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
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|
Wolverine Asset Management Llc
|
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|
Robeco Institutional Asset Management B.V.
|
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|
Mariner, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
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|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
HEAT - Touchstone ETF Trust - Touchstone Climate Transition ETF
|
|
|
|
|
|
MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
|
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|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
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|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
ZSC - USCF ETF Trust - USCF Sustainable Commodity Strategy Fund
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
XLU - SELECT SECTOR SPDR TRUST - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Cushing Mlp Total Return Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Kayne Anderson Capital Advisors Lp
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Core Wealth Management, Inc.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Highland Capital Management, Llc
|
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Nations Financial Group Inc, /ia/ /adv
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Birch Hill Investment Advisors LLC
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Beese Fulmer Investment Management, Inc.
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Castellan Group, LLC
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BTC Capital Management, Inc.
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Fiduciary Family Office, Llc
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Notis-McConarty Edward
|
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Brookfield Asset Management Inc.
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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Moisand Fitzgerald Tamayo, LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
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Centerpoint Advisors, LLC
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Welch & Forbes Llc
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Optas, LLC
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Harrell Investment Partners, Llc
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Aureus Asset Management, LLC
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RWC Asset Management LLP
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Dakota Wealth Management
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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Accel Wealth Management
|
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FIL Ltd
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Pinnacle Associates Ltd
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Advocate Group Llc
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Centennial Bank/AR/
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Peak Asset Management, LLC
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Norinchukin Bank, The
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Bedel Financial Consulting, Inc.
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Windward Capital Management Co /ca
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Brand Asset Management Group, Inc.
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First National Bank of Mount Dora, Trust Investment Services
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Osher Van de Voorde Investment Management
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Global Trust Asset Management, LLC
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SOUTH STATE Corp
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RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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MKT Advisors LLC
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PGGM Investments
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Choate Investment Advisors
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Capital Asset Advisory Services LLC
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Kornitzer Capital Management Inc /ks
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Park Place Capital Corp
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Nova Wealth Management, Inc.
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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Investors Research Corp
|
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Trifecta Capital Advisors, LLC
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Howard Financial Services, Ltd.
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Acima Private Wealth, Llc
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Wealth Advisors of Tampa Bay, LLC
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Good Life Advisors, LLC
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Gen-Wealth Partners Inc
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PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
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Compton Wealth Advisory Group, LLC
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Caitlin John, LLC
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Pittenger & Anderson Inc
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Confluence Wealth Services, Inc.
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Lowe Wealth Advisors, LLC
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Platform Technology Partners
|
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Guinness Asset Management LTD
|
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Sapient Capital Llc
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GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
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Bingham Private Wealth, Llc
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Hsbc Holdings Plc
|
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New Millennium Group LLC
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SOIUX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Utilities Fund Institutional Shares
|
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Valmark Advisers, Inc.
|
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PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Aviso Financial Inc.
|
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Saxon Interests, Inc.
|
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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Smallwood Wealth Investment Management, LLC
|
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Folger Nolan Fleming Douglas Capital Management, Inc
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
First National Trust Co
|
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|
Magnolia Capital Advisors Llc
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
First National Advisers, LLC
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Matrix Asset Advisors Inc/ny
|
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Howland Capital Management Llc
|
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First Fiduciary Investment Counsel, Inc.
|
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Gryphon Financial Partners LLC
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|
Bokf, Na
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
Sumitomo Life Insurance Co
|
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|
Nautilus Advisors LLC
|
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|
Savvy Advisors, Inc.
|
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|
Gladwyn Financial Advisors, Inc.
|
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|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Nvwm, Llc
|
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|
APG Asset Management N.V.
|
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|
Fortis Advisors, LLC
|
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|
Farringdon Capital, Ltd.
|
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|
Global Retirement Partners, LLC
|
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|
Marshall Financial Group LLC
|
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|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Manchester Capital Management LLC
|
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|
|
|
Cresset Asset Management, LLC
|
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|
Country Trust Bank
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
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|
Level Four Advisory Services, Llc
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
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|
Quest Partners LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
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|
|
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|
Dean Investment Associates, Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
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|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Haverford Trust Co
|
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|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
UPW - PROSHARES TRUST - ProShares Ultra Utilities
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
UTPIX - Profunds - Utilities Ultrasector Profund Investor Class
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Account Management LLC
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Rithm Capital Corp.
|
|
|
|
|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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|
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|
|
New England Research & Management, Inc.
|
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|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
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|
VisionPoint Advisory Group, LLC
|
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|
|
Cohen & Steers, Inc.
|
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|
Fortress Wealth Group, LLC
|
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|
ELCO Management Co., LLC
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
KC Investment Advisors, LLC
|
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|
Snowden Capital Advisors LLC
|
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|
Epiq Partners, Llc
|
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CNRG - SPDR SERIES TRUST - SPDR S&P Kensho Clean Power ETF
|
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|
CRA Financial Services, LLC
|
|
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|
Raelipskie Partnership
|
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
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|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
Lantern Wealth Advisors, LLC
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
Geneos Wealth Management Inc.
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Bath Savings Trust Co
|
|
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|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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|
Prime Capital Investment Advisors, LLC
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Uniting Wealth Partners, LLC
|
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Crew Capital Management, Ltd.
|
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One + One Wealth Management, Llc
|
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Alan B. Lancz & Associates, Inc.
|
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Simmons Bank
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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Calton & Associates, Inc.
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Hughes Financial Services, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
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|
Caldwell Securities, Inc
|
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|
USCF Advisers LLC
|
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|
Washington Trust Advisors, Inc.
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
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|
Professional Advisory Services Inc
|
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Bank of New York Mellon Corp
|
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Emerald Investment Partners, Llc
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Abacus Planning Group, Inc.
|
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Orion Investment Co
|
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
Country Club Bank /gfn
|
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1 North Wealth Services Llc
|
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Ameritas Investment Partners, Inc.
|
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|
Cove Private Wealth, LLC
|
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Soundwatch Capital LLC
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
Oak Thistle LLC
|
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Oppenheimer & Co Inc
|
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|
Atria Wealth Solutions, Inc.
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
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|
Bell Investment Advisors, Inc
|
|
|
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|
|
UTES - ETFis Series Trust I - Virtus Reaves Utilities ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
LGT Group Foundation
|
|
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|
Bleakley Financial Group, LLC
|
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Munro Partners
|
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
Sage Advisors, Llc
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
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|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
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|
|
|
South Dakota Investment Council
|
|
|
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|
|
Patten Group, Inc.
|
|
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|
|
Elefante Mark B
|
|
|
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|
Rafferty Asset Management, LLC
|
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|
|
KPP Advisory Services LLC
|
|
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|
|
Blackhawk Capital Partners LLC.
|
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|
|
Smith Thornton Advisors LLC
|
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|
|
Millennium Management Llc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
SOLR - GUINNESS ATKINSON FUNDS - SmartETFs Sustainable Energy II ETF
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
DARP - Tidal Trust II - Grizzle Growth ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
PUI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Utilities Momentum ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Quaero Capital S.A.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Ninety One North America, Inc.
|
|
|
|
|
|
Gallo Partners, LP
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Ausbil Investment Management Ltd
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
VCRCX - MAINSTAY FUNDS TRUST - MainStay CBRE Global Infrastructure Fund Class C
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
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CHICAGO TRUST Co NA
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
Carderock Capital Management Inc
|
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|
Atlas Wealth Partners, LLC
|
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Signature Wealth Management Partners, LLC
|
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Gwn Securities Inc.
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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Blake Schutter Theil Wealth Advisors, LLC
|
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Mirador Capital Partners LP
|
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Commerzbank Aktiengesellschaft /fi
|
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RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
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|
Boothbay Fund Management, Llc
|
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FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
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|
Bessemer Group Inc
|
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Lynch & Associates/in
|
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Symphony Financial, Ltd. Co.
|
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ICONIQ Capital, LLC
|
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White Pine Capital Llc
|
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Bartlett & Co. Wealth Management Llc
|
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RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
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Godsey & Gibb Associates
|
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AdvisorNet Financial, Inc
|
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Allianz Se
|
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Dai-Ichi Life Insurance Company, Ltd
|
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Wimmer Associates 1, Llc
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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Ipswich Investment Management Co., Inc.
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GGIAX - GOLDMAN SACHS TRUST - Goldman Sachs Global Infrastructure Fund Class A Shares
|
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WFA of San Diego, LLC
|
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Wealth Alliance
|
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Sound View Wealth Advisors Group, LLC
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DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
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HFM Investment Advisors, LLC
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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Ameriprise Financial Inc
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Tsfg, Llc
|
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Vision Capital Management, Inc.
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Ambassador Advisors, LLC
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VCLN - Virtus ETF Trust II - Virtus Duff & Phelps Clean Energy ETF
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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Metis Global Partners, LLC
|
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River Street Advisors LLC
|
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Quotient Wealth Partners, LLC
|
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Cincinnati Insurance Co
|
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McKinley Carter Wealth Services, Inc.
|
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Private Wealth Asset Management, LLC
|
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|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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Armis Advisers, LLC
|
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Courier Capital Llc
|
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Cushing Asset Management, Lp
|
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CIBC Asset Management Inc
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Mirabaud Asset Management Ltd
|
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Glenmede Investment Management, LP
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Financial & Tax Architects, LLC
|
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Peak6 Llc
|
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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Sig Brokerage, Lp
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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Douglass Winthrop Advisors, LLC
|
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Tranquility Partners, LLC
|
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Financial Advisory Service, Inc.
|
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First PREMIER Bank
|
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TigerOak Management, L.L.C.
|
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FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
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Dover Advisors, Llc
|
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Signature Wealth Management Group
|
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PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
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Omnia Family Wealth, LLC
|
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Everett Harris & Co /ca/
|
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Putney Financial Group LLC
|
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Generali Asset Management SPA SGR
|
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FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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|
Bender Robert & Associates
|
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STRV - EA Series Trust - Strive 500 ETF
|
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|
Guerra Pan Advisors, Llc
|
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Pinnacle Financial Partners Inc
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Elo Mutual Pension Insurance Co
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
M&t Bank Corp
|
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|
Evexia Wealth Llc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Keel Point, LLC
|
|
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|
Midwest Trust Co
|
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|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
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|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
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|
Financial Management Professionals, Inc.
|
|
|
|
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|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
Manufacturers Life Insurance Company, The
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
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|
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|
Rakuten Investment Management, Inc.
|
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|
Garrett Investment Advisors LLC
|
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|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
RNWZ - Listed Funds Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Jackson Real Assets Fund
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Bryce Point Capital, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Cbre Clarion Securities Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Utilities Series Portfolio Class IB
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
UTSL - Direxion Shares ETF Trust - Direxion Daily Utilities Bull 3X Shares
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
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Point72 (DIFC) Ltd
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Buckingham Strategic Partners
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Bedell Frazier Investment Counseling, LLC
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Magnus Financial Group LLC
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Argent Advisors, Inc.
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Bollard Group LLC
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Estabrook Capital Management
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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Kilter Group LLC
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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Generali Investments, Management Co LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
Avidian Wealth Solutions, LLC
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Edgar Lomax Co/va
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Semmax Financial Advisors Inc.
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CarsonAllaria Wealth Management, Ltd.
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Beech Hill Advisors, Inc.
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Apriem Advisors
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Mutual Of America Capital Management Llc
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Envestnet Portfolio Solutions, Inc.
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NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
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XTX Topco Ltd
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
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Charter Research & Investment Group, Inc.
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Corbyn Investment Management Inc/md
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Kessler Investment Group, LLC
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
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Marble Harbor Investment Counsel, LLC
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S.E.E.D. Planning Group LLC
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Somerset Group LLC
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Everhart Financial Group, Inc.
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D L Carlson Investment Group Inc
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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La Banque Postale Asset Management SA
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Jones Financial Companies Lllp
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CapWealth Advisors, LLC
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Princeton Global Asset Management LLC
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Amplius Wealth Advisors, LLC
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Triangle Securities Wealth Management
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SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Balyasny Asset Management Llc
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Kidder Stephen W
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Winch Advisory Services, LLC
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JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
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Amica Mutual Insurance Co
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Angeles Wealth Management, Llc
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MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
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German American Bancorp, Inc.
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Td Private Client Wealth Llc
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Palumbo Wealth Management LLC
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BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
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Cypress Capital Group
|
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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NewEdge Wealth, LLC
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ORG Wealth Partners, LLC
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Gs Investments, Inc.
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JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
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Rockline Wealth Management, LLC
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Cyrus J. Lawrence, LLC
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Amica Retiree Medical Trust
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Congress Wealth Management LLC / DE /
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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Banco de Sabadell, S.A
|
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Morgan Dempsey Capital Management Llc
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Tocqueville Asset Management L.p.
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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AllSquare Wealth Management LLC
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|
KDT Advisors, LLC
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Silvant Capital Management LLC
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Legacy Wealth Management, LLC / MS
|
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Thompson Siegel & Walmsley Llc
|
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PFG Advisors
|
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Cottonwood Capital Advisors, Llc
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class
|
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|
Field & Main Bank
|
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Gratus Wealth Advisors, LLC
|
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GAAEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Alternative Energy Fund
|
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|
Franklin Templeton ETF Trust - ClearBridge Sustainable Infrastructure ETF
|
|
|
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|
Boston Private Wealth Llc
|
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|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
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|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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Townsquare Capital Llc
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
Bank of Marin
|
|
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|
Hibernia Wealth Partners, LLC
|
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|
St Germain D J Co Inc
|
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|
Sittner & Nelson, Llc
|
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Cornerstone Planning Group LLC
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
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|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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|
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|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
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|
Palogic Value Management, L.P.
|
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|
|
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|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
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|
Fidelis Capital Partners, LLC
|
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|
|
|
|
GAMMA Investing LLC
|
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|
|
CI Private Wealth, LLC
|
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|
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|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
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|
Eisler Capital Management Ltd.
|
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|
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|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
TEMP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Climate Change Solutions ETF
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Asset Management Advisors, LLC
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Polaris Capital Management, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Clay Northam Wealth Management, LLC
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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|
Chilton Investment Co Llc
|
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|
Aviso Wealth Management
|
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|
Mattern Wealth Management LLC
|
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
|
Asset Dedication, LLC
|
|
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|
Liberty Capital Management, Inc.
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Castle Rock Wealth Management, LLC
|
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|
Kfg Wealth Management, Llc
|
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Baron Silver Stevens Financial Advisors, Llc
|
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AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
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|
West Branch Capital LLC
|
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|
Alhambra Investment Partners LLC
|
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Security National Bank
|
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Man Group plc
|
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Gitterman Wealth Management, LLC
|
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|
Cincinnati Financial Corp
|
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|
JGP Wealth Management, LLC
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|
Westside Investment Management, Inc.
|
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Klp Kapitalforvaltning As
|
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Baird Financial Group, Inc.
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Hanson & Doremus Investment Management
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Tobias Financial Advisors, Inc.
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Rockefeller Capital Management L.P.
|
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Flaharty Asset Management, LLC
|
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S&t Bank/pa
|
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Conning Inc.
|
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
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|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
SkyOak Wealth, LLC
|
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|
Two Sigma Securities, Llc
|
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|
Argyle Capital Management Inc.
|
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Private Advisor Group, LLC
|
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WASHINGTON TRUST Co
|
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First Foundation Advisors
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Evolution Wealth Management Inc.
|
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Knollwood Investment Advisory, LLC
|
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Seven Mile Advisory
|
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Vestor Capital, Llc
|
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Neumann Capital Management, LLC
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UNIVEST FINANCIAL Corp
|
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Ethos Financial Group, LLC
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Graham Capital Wealth Management, Llc
|
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Gladstone Institutional Advisory LLC
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
Versus Capital Infrastructure Income Fund
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
BlackRock ESG Capital Allocation Trust
|
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|
Holos Integrated Wealth LLC
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Eq Wealth Advisors, Llc
|
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UBS Group AG
|
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
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|
Gamco Investors, Inc. Et Al
|
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Beaton Management Co. Inc.
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
Group One Trading, L.p.
|
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|
RSPU - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Utilities ETF
|
|
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|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
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|
Global X Japan Co., Ltd.
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E Fund Management Co., Ltd.
|
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Vennlight Capital Management, LP
|
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Pflug Koory, LLC
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Wealth Management Partners, LLC
|
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CWS Financial Advisors, LLC
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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Sava Infond d.o.o.
|
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TCI Wealth Advisors, Inc.
|
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BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
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|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
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|
Weatherly Asset Management L. P.
|
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|
JNBA Financial Advisors
|
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|
Simplicity Wealth,LLC
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Wealthfront Advisers Llc
|
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|
Sculptor Capital LP
|
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|
Wealthspire Advisors, LLC
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
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|
|
Ti-trust, Inc
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Capital Performance Advisors Llp
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
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|
|
Associated Banc-corp
|
|
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|
|
CAPROCK Group, Inc.
|
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|
Sigma Investment Counselors Inc
|
|
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|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
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|
|
Amundi
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
1832 Asset Management L.P.
|
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|
|
Consolidated Planning Corp
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
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|
Gries Financial Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
SMOG - VanEck Vectors ETF Trust - VanEck Vectors Low Carbon Energy ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Yaupon Capital Management LP
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
eCIO, Inc.
|
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|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
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|
Nicholas Hoffman & Company, LLC.
|
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|
Ninety One UK Ltd
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Davis Capital Management
|
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|
Roberts Wealth Advisors, LLC
|
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|
Forsta Ap-fonden
|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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|
BILD - Macquarie ETF Trust - Macquarie Global Listed Infrastructure ETF
|
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|
Meriwether Wealth & Planning, LLC
|
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CCOR - Listed Funds Trust - Core Alternative ETF
|
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|
Principia Wealth Advisory, LLC
|
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|
Riverview Trust Co
|
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Hollow Brook Wealth Management LLC
|
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|
Patten & Patten Inc/tn
|
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Heritage Trust Co
|
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|
Capital Analysts, Inc.
|
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Altman Advisors, Inc.
|
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Rakuten Securities, Inc.
|
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Wolverine Trading, Llc
|
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NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
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|
|
|
American National Bank
|
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|
Delta Financial Group, Inc.
|
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Steward Partners Investment Advisory, Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
TFB Advisors LLC
|
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|
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|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
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Gemmer Asset Management LLC
|
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Bbr Partners, Llc
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
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EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
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Jaffetilchin Investment Partners, LLC
|
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Brevan Howard Capital Management LP
|
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Crewe Advisors LLC
|
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ORG Partners LLC
|
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M. Kraus & Co
|
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Stony Point Wealth Management Inc.
|
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North Star Asset Management Inc
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
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|
Mill Capital Management, LLC
|
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Snider Financial Group
|
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|
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EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
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Constant Guidance Financial LLC
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Marion Wealth Management
|
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Evermay Wealth Management Llc
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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Creekside Partners
|
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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Burney Co/
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
GRSIX - Brookfield Investment Funds - BROOKFIELD GLOBAL RENEWABLES & SUSTAINABLE INFRASTRUCTURE FUND Class I
|
|
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|
De Burlo Group Inc
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Capital Research Global Investors
|
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49 Wealth Management, Llc
|
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|
Warwick Investment Management, Inc.
|
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|
Cape Investment Advisory, Inc.
|
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|
Trinity Financial Advisors LLC
|
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|
Davies Financial Advisors, Inc.
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
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|
|
Decade Renewable Partners Lp
|
|
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|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
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|
Alley Investment Management Company, LLC
|
|
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|
Community Bank, N.A.
|
|
|
|
|
|
EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
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|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
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|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Cedar Point Capital Partners, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
ZAP - Global X Funds - Global X U.S. Electrification ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Shaolin Capital Management LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Zhang Financial LLC
|
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Silverlake Wealth Management Llc
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Bfsg, Llc
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HighTower Advisors, LLC
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United Capital Financial Advisers, Llc
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Covington Investment Advisors Inc.
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Dagco, Inc.
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
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Eventide Asset Management, Llc
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DT Investment Partners, LLC
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Massmutual Trust Co Fsb/adv
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
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Pavion Blue Capital, LLC
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Capstone Investment Advisors, Llc
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Colonial River Wealth Management, LLC
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MONECO Advisors, LLC
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WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
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VSM Wealth Advisory, LLC
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Panagora Asset Management Inc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
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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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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
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VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
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Moors & Cabot, Inc.
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Jpmorgan Chase & Co
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Wbh Advisory Inc
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City Holding Co
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Money Concepts Capital Corp
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Sage Private Wealth Group, Llc
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Petros Family Wealth, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
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Carret Asset Management, Llc
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Tandem Investment Advisors, Inc.
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Allen Mooney & Barnes Investment Advisors LLC
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Zwj Investment Counsel Inc
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Piscataqua Savings Bank
|
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Capital Fund Management S.a.
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Well Done, LLC
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Gables Capital Management Inc.
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Robertson Stephens Wealth Management, LLC
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PRUAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Utility Fund Class A
|
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FSM Wealth Advisors, LLC
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Plimoth Trust Co Llc
|
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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Benedict Financial Advisors Inc
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Hallmark Capital Management Inc
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Putnam ETF Trust - Putnam Sustainable Future ETF -
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Chicago Capital, LLC
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Spirit Of America Management Corp/ny
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Old North State Trust, LLC
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Schulhoff & Co Inc
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Scotia Capital Inc.
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EMLP - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust North American Energy Infrastructure Fund
|
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Cambridge Investment Research Advisors, Inc.
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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Jmac Enterprises Llc
|
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Arete Wealth Advisors, LLC
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
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Copia Wealth Management
|
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Pinnacle Wealth Management Group, Inc.
|
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Granite Group Advisors, LLC
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Meridian Wealth Management, LLC
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Thrive Wealth Management, LLC
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Cordatus Wealth Management LLC
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Legacy Financial Advisors, Inc.
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Alliance Wealth Management Group
|
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Canopy Partners, LLC
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Bank Of Hawaii
|
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Saturna Capital CORP
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
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AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Murphy & Mullick Capital Management Corp
|
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Farther Finance Advisors, LLC
|
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|
Iron Horse Wealth Management, LLC
|
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Primoris Wealth Advisors, Llc
|
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|
O'Brien Greene & Co. Inc
|
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Moser Wealth Advisors, LLC
|
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Nicolet Advisory Services, Llc
|
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|
Bnp Paribas
|
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Naples Global Advisors, Llc
|
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St. Johns Investment Management Company, LLC
|
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TFR Capital, LLC.
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Walleye Capital LLC
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Quadrant Capital Group Llc
|
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|
Merrion Investment Management Co, LLC
|
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|
Great Lakes Retirement, Inc.
|
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|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
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|
Linscomb & Williams, Inc.
|
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Sierra Ocean, Llc
|
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National Pension Service
|
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
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|
Quadrant Private Wealth Management, LLC
|
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|
Forbes J M & Co Llp
|
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Comerica Bank
|
|
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|
Stonebrook Private Inc.
|
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|
Great Lakes Advisors, Llc
|
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
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|
|
Select Asset Management & Trust
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
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|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Tortoise Energy Infrastructure Corp
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Inherent Management Corp.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Franklin Universal Trust
|
|
|
|
|
