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North Star Investment Management Corp.
|
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Graphene Investments SAS
|
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Mogy Joel R Investment Counsel Inc
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
|
|
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PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
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|
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|
|
Formidable Asset Management, LLC
|
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Stratos Wealth Advisors, LLC
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Alan B. Lancz & Associates, Inc.
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Harvest Portfolios Group Inc.
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Forza Wealth Management, LLC
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Sunbelt Securities, Inc.
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Miller Howard Investments Inc /ny
|
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|
|
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|
Midwest Capital Advisors, LLC
|
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|
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|
Journey Strategic Wealth Llc
|
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TORYX - RBB Fund Trust - Torray Fund
|
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|
|
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|
Dean Investment Associates, Llc
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St. Johns Investment Management Company, LLC
|
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Childress Capital Advisors, Llc
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Woodward Diversified Capital, Llc
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
|
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|
Colton Groome Financial Advisors, Llc
|
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
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Asset Management Group, Inc.
|
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CenterBook Partners LP
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
Mattson Financial Services, LLC
|
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Northwest Capital Management Inc
|
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Tidemark, LLC
|
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Aviva Plc
|
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TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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|
Oarsman Capital, Inc.
|
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Key Client Fiduciary Advisors, LLC
|
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Commonwealth Retirement Investments LLC
|
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|
|
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MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
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Talbot Financial, LLC
|
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Massachusetts Financial Services Co /ma/
|
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Symphony Financial Services, Inc.
|
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Compass Capital Corp /ma/ /adv
|
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James J. Burns & Company, LLC
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
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|
|
Savant Capital, LLC
|
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
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Traub Capital Management LLC
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American Investment Services, Inc.
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Promus Capital, LLC
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bLong Financial, LLC
|
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|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
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|
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TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials
|
|
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|
|
|
IMS Capital Management
|
|
|
|
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|
Vermillion & White Wealth Management Group, LLC
|
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Mine & Arao Wealth Creation & Management, LLC.
|
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|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
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|
|
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DCF Advisers, LLC
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Alta Wealth Advisors LLC
|
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|
Pettee Investors, Inc.
|
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|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Diversified Trust Co
|
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|
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|
Silverlake Wealth Management Llc
|
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Impact Capital Partners LLC
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Rogco, Lp
|
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Robeco Institutional Asset Management B.V.
|
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Aprio Wealth Management, LLC
|
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Waterloo Capital, L.P.
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
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|
Factory Mutual Insurance Co
|
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|
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|
Private Advisor Group, LLC
|
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|
BLB&B Advisors, LLC
|
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|
Level Four Advisory Services, Llc
|
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|
Cherokee Insurance Co
|
|
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|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
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|
|
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|
Moser Wealth Advisors, LLC
|
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|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Virtus Family Office LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
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|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
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|
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|
Guerra Pan Advisors, Llc
|
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|
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|
Leigh Baldwin & Co., Llc
|
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|
|
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|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
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|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
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Bernard Wealth Management Corp.
|
|
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
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|
Lcnb Corp
|
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|
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|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
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|
Ramirez Asset Management, Inc.
|
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Crawford Investment Counsel Inc
|
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Russell Investments Group, Ltd.
|
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Lido Advisors, LLC
|
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Steel Peak Wealth Management LLC
|
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Total Wealth Planning & Management, Inc.
|
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|
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Lynch & Associates/in
|
|
|
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
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|
Te Ahumairangi Investment Management Ltd
|
|
|
|
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|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
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|
|
|
|
Aqr Capital Management Llc
|
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|
|
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IHT Wealth Management, LLC
|
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|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
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|
|
Tortoise Investment Management, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
Assetmark, Inc
|
|
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|
|
Martin Capital Partners, LLC
|
|
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|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
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|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
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|
|
|
Cubist Systematic Strategies, LLC
|
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|
Pallas Capital Advisors LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Ccg Wealth Management, Llc
|
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|
Rosenberg Matthew Hamilton
|
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|
FourThought Financial Partners, LLC
|
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|
BayBridge Capital Group, LLC
|
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|
Tri-continental Corp
|
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Taylor Financial Group, Inc.
|
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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|
EP Wealth Advisors, Inc.
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
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|
AIMZ Investment Advisors, LLC
|
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STRV - EA Series Trust - Strive 500 ETF
|
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|
Hennessy Advisors Inc
|
|
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|
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|
Campbell & CO Investment Adviser LLC
|
|
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|
CMG Global Holdings, LLC
|
|
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|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
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|
|
Cibc World Markets Corp
|
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|
Dearborn Partners Llc
|
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|
Park Edge Advisors, LLC
|
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|
Ausdal Financial Partners, Inc.
|
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|
Country Club Bank /gfn
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
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|
FDx Advisors, Inc.
|
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|
Mosaic Family Wealth Partners, Llc
|
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|
|
|
|
Trust Co
|
|
|
|
|
|
GFS Advisors, LLC
|
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|
|
Resources Management Corp /ct/ /adv
|
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|
Moody National Bank Trust Division
|
|
|
|
|
|
Profunds - Profund Vp Pharmaceuticals
|
|
|
|
|
|
Calamos Wealth Management LLC
|
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|
|
Cambria Investment Management, L.P.
|
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|
|
|
MCF Advisors LLC
|
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|
|
Prospector Partners Llc
|
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|
|
Summit Financial, LLC
|
|
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|
|
Mainsail Financial Group, LLC
|
|
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|
|
Essex Savings Bank
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
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|
|
Inscription Capital, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
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Granite Harbor Advisors, Inc.
|
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Maj Invest Holding A/S
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
|
Revolve Wealth Partners, LLC
|
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|
Salem Investment Counselors Inc
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Keystone Financial Group, Inc.
|
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|
New Millennium Group LLC
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TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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Victory Financial Group, Llc
|
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SFG Wealth Management, LLC.
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Spire Wealth Management
|
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|
Knuff & Co LLC
|
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Wedbush Securities Inc
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
JB Capital LLC
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|
Evelyn Partners Investment Management LLP
|
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|
Bahl & Gaynor Inc
|
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Canton Hathaway, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Mmbg Investment Advisors Co.
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Brown Shipley& Co Ltd
|
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Long Run Wealth Advisors, LLC
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Jackson Thornton Asset Management, Llc
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Silicon Valley Capital Partners
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
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|
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|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
Westbourne Investment Advisors, Inc.
|
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|
VGPMX - VANGUARD SPECIALIZED FUNDS - Vanguard Global Capital Cycles Fund Investor Shares
|
|
|
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|
Portside Wealth Group, LLC
|
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|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
|
Enhancing Capital LLC
|
|
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|
|
ROSS\JOHNSON & Associates LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Farther Finance Advisors, LLC
|
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|
Alpha Family Trust
|
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|
Teza Capital Management LLC
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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|
Amica Retiree Medical Trust
|
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|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
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|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
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|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
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|
Clarion Wealth Managment Partners, LLC
|
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One River Asset Management, LLC
|
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Sterling Investment Advisors, Ltd.
|
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
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|
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|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
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|
Soltis Investment Advisors LLC
|
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|
Caldwell Securities, Inc
|
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|
King Luther Capital Management Corp
|
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LGT Fund Management Co Ltd.
|
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
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|
Peak Asset Management, LLC
|
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Western Financial Corp/CA
|
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Culbertson A N & Co Inc
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
Holistic Financial Partners
|
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|
Joel Isaacson & Co., LLC
|
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|
Atticus Wealth Management, Llc
|
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|
Sandy Spring Bank
|
|
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|
Battery Global Advisors, LLC
|
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|
Live Oak Private Wealth LLC
|
|
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|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Signature Wealth Management Group
|
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|
|
Wendell David Associates Inc
|
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|
Guyasuta Investment Advisors Inc
|
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|
Callan Family Office, LLC
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
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|
Investment Research & Advisory Group, Inc.
|
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|
Farmers & Merchants Investments Inc
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
Cornerstone Capital, Inc.
|
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|
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|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
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|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
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|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
GWSAX - Gabelli Equity Series Funds Inc - The Gabelli Focus Five Fund Class A
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
NBZ Investment Advisors LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Arrow Capital Pty Ltd
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
MYDA Advisors LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Cincinnati Casualty Co
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Criteria Caixa, S.a.u.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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Mirabaud & Cie SA
|
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|
EDENTREE ASSET MANAGEMENT Ltd
|
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McIlrath & Eck, LLC
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Renaissance Investment Group LLC
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Apexium Financial, Lp
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First Wilshire Securities Management Inc
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Fairscale Capital, LLC
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|
JPL Wealth Management, LLC
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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Van Cleef Asset Management,Inc
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Jfs Wealth Advisors, Llc
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Grove Bank & Trust
|
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Apella Capital, LLC
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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Iowa State Bank
|
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Granite FO LLC
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FLC Capital Advisors
|
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Pointe Capital Management LLC
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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|
Vinva Investment Management Ltd
|
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TOWER TRUST & INVESTMENT Co
|
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Wells Trecaso Financial Group, LLC
|
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Mission Wealth Management, Lp
|
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Ogorek Anthony Joseph /ny/ /adv
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Level Wealth Management LLC
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Tacita Capital Inc
|
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AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
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|
Maia Wealth LLC
|
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|
South Plains Financial, Inc.
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Financial Gravity Companies, Inc.
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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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Hopwood Financial Services, Inc.
|
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D'Orazio & Associates, Inc.
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Farmers & Merchants Trust Co of Long Beach
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Elk River Wealth Management, LLC
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SYM FINANCIAL Corp
|
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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|
Adams Asset Advisors, LLC
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|
Meridian Wealth Management, LLC
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|
Baldwin Brothers Inc/ma
|
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Inlet Private Wealth, LLC
|
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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|
Cura Wealth Advisors, Llc
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Capital Advisors Inc/ok
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Resurgent Financial Advisors LLC
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Sovran Advisors, LLC
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Persium Advisors, LLC
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Public Employees Retirement Association Of Colorado
|
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Tang Capital Management Llc
|
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Deroy & Devereaux Private Investment Counsel Inc
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Powers Advisory Group, LLC
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Ruffer LLP
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Lebenthal Global Advisors, LLC
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State Of Wisconsin Investment Board
|
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Aull & Monroe Investment Management Corp
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Ping Capital Management, Inc.
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Jefferies Financial Group Inc.
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Long Road Investment Counsel, LLC
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Professional Advisory Services Inc
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Wealthcare Advisory Partners LLC
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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American Century Companies Inc
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
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Redwood Investment Management, Llc
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Cetera Investment Advisers
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Bragg Financial Advisors, Inc
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Fidelis Capital Partners, LLC
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Strategic Blueprint, LLC
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We Are One Seven, LLC
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Delta Financial Advisors Llc
|
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Brickwood Asset Management LLP
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J.P. Marvel Investment Advisors, LLC
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Bridges Investment Management Inc
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|
Iron Horse Wealth Management, LLC
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Quinn Opportunity Partners LLC
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Profunds - Profund Vp Health Care
|
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Ingalls & Snyder Llc
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Shorepoint Capital Partners LLC
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Certified Advisory Corp
|
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|
Barnett & Company, Inc.
|
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Wbh Advisory Inc
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|
Apriem Advisors
|
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|
Groupe la Francaise
|
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|
Providence Capital Advisors, LLC
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|
Saudi Central Bank
|
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|
Ancora Advisors, LLC
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Howard Capital Management Inc.
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Capstone Investment Advisors, Llc
|
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|
First National Trust Co
|
|
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|
Wealth Alliance Advisory Group, LLC
|
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|
Pacifica Partners Inc.
|
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|
Woodstock Corp
|
|
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|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
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|
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|
|
United Bank
|
|
|
|
|
|
Letson Investment Management, Inc.
|
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|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Members Advisory Group LLC
|
|
|
|
|
|
AAIIX - ANCORA TRUST - Ancora Income Fund Class I
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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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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|
Cheviot Value Management, LLC
|
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|
BRUFX - Bruce Fund Inc - Bruce Fund
|
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|
Aspect Partners, LLC
|
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|
Bremer Bank National Association
|
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Fishman Jay A Ltd/mi
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Burke & Herbert Bank & Trust Co
|
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MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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|
WNY Asset Management, LLC
|
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OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF
|
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|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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|
Truvestments Capital Llc
|
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|
Torray Llc
|
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Financial Network Wealth Advisors LLC
|
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Ensign Peak Advisors, Inc
|
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S-Bank Fund Management Ltd
|
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|
Paul Damon & Associates, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
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|
One Capital Management, LLC
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
New England Professional Planning Group Inc.
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Signature Estate & Investment Advisors Llc
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Charter Trust Co
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
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TigerOak Management, L.L.C.
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Aspire Growth Partners LLC
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Ssa Swiss Advisors Ag
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Romano Brothers And Company
|
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South Dakota Investment Council
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
TrueMark Investments, LLC
|
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|
REAP Financial Group, LLC
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Lindbrook Capital, Llc
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Ostrum Asset Management
|
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Asset Management One Co., Ltd.
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Shepherd Kaplan Krochuk, Llc
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Bourgeon Capital Management Llc
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Wedge Capital Management L L P/nc
|
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|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
Empirical Asset Management, LLC
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
Meridian Investment Counsel Inc.
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Sage Mountain Advisors LLC
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Dumont & Blake Investment Advisors Llc
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Jain Global LLC
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Kcm Investment Advisors Llc
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Essex LLC
|
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|
Cornerstone Advisors, LLC
|
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Institute for Wealth Management, LLC.
|
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
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|
Mutual Advisors, LLC
|
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Cardinal Point Capital Management, ULC
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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|
Enterprise Financial Services Corp
|
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Volterra Technologies LP
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Birmingham Capital Management Co Inc/al
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
Peapack Gladstone Financial Corp
|
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|
Caitlin John, LLC
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
Atria Investments Llc
|
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|
Chicago Capital, LLC
|
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|
Paradigm Capital Management, LLC/NV
|
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|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
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|
F/M Investments LLC
|
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|
PFS Partners, LLC
|
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|
Gleason Group, Inc.
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
Gilliland Jeter Wealth Management LLC
|
|
|
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|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
RFG - Bristol Wealth Advisors, LLC
|
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|
Bank Of Montreal /can/
|
|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
Channel Wealth Llc
|
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|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
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|
|
Trust Co Of Vermont
|
|
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|
|
N.E.W. Advisory Services LLC
|
|
|
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|
|
Boit C F David
|
|
|
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|
|
Atria Wealth Solutions, Inc.
|
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|
|
Semmax Financial Advisors Inc.
|
|
|
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|
|
Indiana Trust & Investment Management CO
|
|
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|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
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|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Maple Capital Management, Inc.
|
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|
Palisade Asset Management, LLC
|
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|
Bluefin Capital Management, Llc
|
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|
Morton Brown Family Wealth, LLC
|
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|
Strategic Advisors LLC
|
|
|
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|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
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|
|
Atwood & Palmer Inc
|
|
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|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
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|
|
|
|
GWM Advisors LLC
|
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|
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|
|
WFA Asset Management Corp
|
|
|
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|
Manchester Capital Management LLC
|
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|
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|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
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|
Pingora Partners LLC
|
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|
Permanent Capital Management, LP
|
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|
Huntleigh Advisors, Inc.
|
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|
Perritt Capital Management Inc
|
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|
Capital Advisors, Ltd. LLC
|
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|
Slagle Financial, LLC
|
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|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
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|
|
Onefund, Llc
|
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|
Calton & Associates, Inc.
|
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|
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|
Cornerstone Planning Group LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Unison Advisors LLC
|
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|
|
|
Jupiter Asset Management Ltd
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
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|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
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|
|
|
Sutton Place Investors Llc
|
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|
Sightline Wealth Advisors, LLC
|
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|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
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|
American Alpha Advisors, LLC
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
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|
Woodmont Investment Counsel Llc
|
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|
Quest Investment Management Llc
|
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|
Mountain Hill Investment Partners Corp.
|
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|
Forte Capital Llc /adv
|
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|
Traphagen Investment Advisors Llc
|
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|
Great West Life Assurance Co /can/
|
|
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|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
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|
Clifford Swan Investment Counsel Llc
|
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|
Close Asset Management Ltd
|
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|
Arcadia Investment Management Corp/mi
|
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|
KPP Advisory Services LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
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|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Allen Holding Inc /ny
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Susquehanna Advisors Group, Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Graney & King, LLC
|
|
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|
Spinnaker Trust
|
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|
Blackhill Capital Inc
|
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|
Global Retirement Partners, LLC
|
|
|
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|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
CSM Advisors, LLC
|
|
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|
|
American Trust Investment Advisors, LLC
|
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|
Oppenheimer & Co Inc
|
|
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|
Brooktree Capital Management
|
|
|
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|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
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|
Richard W. Paul & Associates, LLC
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Hoese & Co LLP
|
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|
Pinnacle Associates Ltd
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
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|
|
Provenance Wealth Advisors, LLC
|
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Capital International Inc /ca/
|
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|
Schwerin Boyle Capital Management Inc
|
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|
Ashton Thomas Private Wealth, LLC
|
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Ridgewood Investments LLC
|
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Mattern Wealth Management LLC
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Glenmede Investment Management, LP
|
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|
Envestnet Portfolio Solutions, Inc.
|
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Mascoma Wealth Management LLC
|
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Stablepoint Partners, LLC
|
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|
Royal Bank Of Canada
|
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|
Horrell Capital Management, Inc.
|
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Holderness Investments Co
|
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Gilman Hill Asset Management, LLC
|
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Skandinaviska Enskilda Banken AB (publ)
|
|
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DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
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|
Waddell & Associates, Llc
|
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|
|
|
|
Croban
|
|
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|
M&G Plc
|
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|
Sound View Wealth Advisors Group, LLC
|
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|
Bank Of Nova Scotia
|
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|
Aaron Wealth Advisors LLC
|
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Persistent Asset Partners Ltd
|
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
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|
Yelin Lapidot Holdings Management Ltd.
|
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|
|
|
|
BKM Wealth Management, LLC
|
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|
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Prospect Financial Services LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
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|
|
WASHINGTON TRUST Co
|
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|
Invesco, Llc
|
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Creative Capital Management Investments LLC
|
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|
Lazari Capital Management, Inc.
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
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|
|
|
Aspiriant, Llc
|
|
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Anfield Capital Management, LLC
|
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SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
Gladwyn Financial Advisors, Inc.
|
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|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
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|
1832 Asset Management L.P.
|
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Game Plan Financial Advisors, LLC
|
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|
Richardson Financial Services Inc.
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
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|
HBW Advisory Services LLC
|
|
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|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
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|
Defender Capital, LLC.
|
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Railway Pension Investments Ltd
|
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|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
QSM Asset Management Ltd
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
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|
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|
APG Asset Management US Inc.
|
|
|
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|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
ADAR1 Capital Management, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Edmp, Inc.
|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
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|
Minot DeBlois Advisors LLC
|
|
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Providence Wealth Advisors, LLC
|
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|
Fiduciary Group LLC
|
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|
Capital Group Investment Management Pte. Ltd.
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|
Clark Capital Management Group, Inc.
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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|
Northern Financial Advisors Inc
|
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|
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|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
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|
Hennion & Walsh Asset Management, Inc.
|
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Klingenstein Fields & Co Lp
|
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Parcion Private Wealth LLC
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Principia Wealth Advisory, LLC
|
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|
Elkhorn Partners Limited Partnership
|
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Bailard, Inc.
|
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Westhampton Capital, LLC
|
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Colorado Capital Management, Inc.
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YHB Investment Advisors, Inc.
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Cornerstone Wealth Management, LLC
|
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Institutional Investment Strategy Fund
|
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|
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|
State Farm Mutual Automobile Insurance Co
|
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Investors Research Corp
|
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Semus Wealth Partners LLC
|
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Bank Of America Corp /de/
|
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Prospera Financial Services Inc
|
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Versor Investments LP
|
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STAR Financial Bank
|
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|
Resona Asset Management Co.,Ltd.
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Schmidt P J Investment Management Inc
|
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Benchmark Wealth Management, LLC
|
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Epoch Investment Partners, Inc.
|
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Principal Securities, Inc.
|
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Norinchukin Bank, The
|
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Bank of New York Mellon Corp
|
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XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Becker Capital Management Inc
|
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|
Great Waters Wealth Management
|
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Webster Bank, N. A.
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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|
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|
Xcel Wealth Management, LLC
|
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Diamond Hill Capital Management Inc
|
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City State Bank
|
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|
Advisor OS, LLC
|
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BXM Wealth LLC
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Limestone Investment Advisors LP
|
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|
Summit Asset Management, LLC
|
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|
Varma Mutual Pension Insurance Co
|
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Morse Asset Management, Inc
|
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Rakuten Investment Management, Inc.
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
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|
Liberty All Star Equity Fund
|
|
|
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Milestone Asset Management, Llc
|
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Bay Harbor Wealth Management, LLC
|
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NWF Advisory Services Inc.
|
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LCM Capital Management Inc
|
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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First Community Trust Na
|
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Marco Investment Management Llc
|
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Citizens National Bank Trust Department
|
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Hixon Zuercher, LLC
|
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Berger Financial Group, Inc
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
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|
Morgan Dempsey Capital Management Llc
|
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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|
Pvg Asset Management Corp
|
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Kera Capital Partners, Inc.
|
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Liberty One Investment Management, Llc
|
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EagleClaw Capital Managment, LLC
|
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|
Huntington National Bank
|
|
|
|
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|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
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|
Lipe & Dalton
|
|
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|
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|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
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|
|
RMG Wealth Management LLC
|
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|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
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|
|
Entropy Technologies, LP
|
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
Brookstone Capital Management
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
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|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
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|
Wealth Group, Ltd.
|
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|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
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|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Silverarc Capital Management, Llc
|
|
|
|
|
|
Camber Capital Management LP
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
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|
|
Good Life Advisors, LLC
|
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|
|
Forefront Wealth Management Inc.
|
|
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|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
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|
|
Central Bank & Trust Co
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
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|
|
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|
Reuter James Wealth Management, Llc
|
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|
Gemmer Asset Management LLC
|
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|
Skopos Labs, Inc.
|
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|
Wolff Financial Management Llc
|
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Sentry LLC
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
TCG Advisory Services, LLC
|
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|
|
Keystone Financial Planning, Inc.
|
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|
Corundum Group, Inc.
|
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|
|
Viking Fund Management Llc
|
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GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
United Advisor Group, LLC
|
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|
|
|
|
Evermay Wealth Management Llc
|
|
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|
|
Avestar Capital, LLC
|
|
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|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
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|
Miracle Mile Advisors, LLC
|
|
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|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
PBMares Wealth Management LLC
|
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|
|
Fire Capital Management LLC
|
|
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|
|
Profund Advisors Llc
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
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|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
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|
|
|
Twin Tree Management, LP
|
|
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|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Alta Fundamental Advisers LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Talaria Asset Management Pty Ltd
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
|
|
|
|
|
Avant Financial Advisors LLC
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
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IAG Wealth Partners, LLC
|
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MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
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DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
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|
Bank Hapoalim Bm
|
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Arlington Trust Co LLC
|
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Satovsky Asset Management Llc
|
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Horizon Kinetics Asset Management Llc
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Graypoint LLC
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Old National Bancorp /in/
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First Trust Advisors Lp
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Atom Investors LP
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Weik Capital Management
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Stephens Inc /ar/
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Matisse Capital
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IFP Advisors, Inc
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First Bancorp, Inc /ME/
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Integrated Advisors Network LLC
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|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Birch Hill Investment Advisors LLC
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Hoertkorn Richard Charles
|
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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TD Capital Management LLC
|
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|
William B. Walkup & Associates, Inc.
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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|
Anchor Investment Management, LLC
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Heritage Wealth Management, Inc.
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Roffman Miller Associates Inc /pa/
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
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|
Mbb Public Markets I Llc
|
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Papp L Roy & Associates
|
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PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
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Bellwether Advisors, LLC
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Fsb Premier Wealth Management, Inc.
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K.J. Harrison & Partners Inc
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Prudential Plc
|
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Glass Wealth Management Co LLC
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Cladis Investment Advisory, LLC
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Riggs Asset Managment Co. Inc.
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BridgePort Financial Solutions, LLC
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Cohen Capital Management, Inc.
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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Deutsche Bank Ag\
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Fortress Private Ledger, Llc
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APG Asset Management N.V.
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Guardian Investment Management
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Code Waechter LLC
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Grayhawk Investment Strategies Inc.
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Marshall Wace, Llp
|
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ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
|
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Beacon Financial Advisory LLC
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Natixis Advisors, L.p.
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First Command Advisory Services, Inc.
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Flavin Financial Services, Inc.
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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Susquehanna International Group, Llp
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Regal Investment Advisors LLC
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Plancorp, LLC
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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KKM Financial LLC
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|
Bayforest Capital Ltd
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Benchmark Financial Wealth Advisors, LLC
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Harbor Advisors LLC
|
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Vermillion Wealth Management, Inc.
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Oppenheimer Asset Management Inc.
|
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|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
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|
Sanibel Captiva Trust Company, Inc.
|
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Berkshire Bank
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
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|
Ategra Capital Management, LLC
|
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Atlas Capital Advisors Llc
|
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|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
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|
DiNuzzo Private Wealth, Inc.
|
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|
Whipplewood Advisors, LLC
|
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|
Barbara Oil Co.
|
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Berkshire Asset Management Llc/pa
|
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|
Fulton Bank, N.a.
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
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|
|
Sapient Capital Llc
|
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|
Bill Few Associates, Inc.
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
|
Gsa Capital Partners Llp
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
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|
Cypress Wealth Services, LLC
|
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|
|
Spirepoint Private Client, Llc
|
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|
denkapparat Operations GmbH
|
|
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|
IMG Wealth Management, Inc.
|
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|
Td Asset Management Inc
|
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|
True Wealth Design, LLC
|
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|
Quantitative Investment Management, LLC
|
|
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|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
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|
|
|
Smith Chas P & Associates Pa Cpas
|
|
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|
|
Schroder Investment Management Group
|
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|
Colonial Trust Co / SC
|
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|
Cascade Financial Partners, LLC
|
|
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|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Drystone LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Privium Fund Management B.V.
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Starboard Value LP
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Long Focus Capital Management, Llc
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
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Great Lakes Advisors, Llc
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
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|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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|
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|
|
Ritholtz Wealth Management
|
|
|
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|
Sterneck Capital Management, LLC
|
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|
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|
FT Vest Total Return Income Fund: Series A2
|
|
|
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|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
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|
Profunds - Profund Vp Bull
|
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|
Probity Advisors, Inc.
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
FCG Investment Co
|
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|
Intech Investment Management Llc
|
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Oppenheimer & Close, LLC
|
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Hudock, Inc.
|
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Round Rock Advisors, LLC
|
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VeraBank, N.A.
|
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|
Canandaigua National Bank & Trust Co
|
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|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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Washington Trust Advisors, Inc.
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Crawford Fund Management, LLC
|
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TSP Capital Management Group, LLC
|
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Roberts Glore & Co Inc /il/
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Grandfield & Dodd, Llc
|
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XML Financial, LLC
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Swedbank AB
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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Alteri Wealth LLC
|
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|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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Norden Group Llc
|
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|
Lakeside Advisors, INC.
|
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|
Adell Harriman & Carpenter Inc
|
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MBM Wealth Consultants, LLC
|
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|
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Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
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|
Youngs Advisory Group, Inc.
|
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
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|
Smith, Moore & Co.
|
|
|
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Lsv Asset Management
|
|
|
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
|
|
Beese Fulmer Investment Management, Inc.
|
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JustInvest LLC
|
|
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|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
|
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|
Ball & Co Wealth Management Inc.
|
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|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
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|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
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|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
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|
Balyasny Asset Management Llc
|
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|
Raiffeisen Bank International AG
|
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Callan Capital, LLC
|
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|
Nordea Investment Management Ab
|
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|
Colony Group, LLC
|
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|
Rise Advisors, LLC
|
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|
Tower View Investment Management & Research LLC
|
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|
|
|
Syverson Strege & Co
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Valley Financial Group, Inc.
|
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|
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|
|
Charter Oak Capital Management, LLC
|
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|
OneAscent Financial Services LLC
|
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|
49 Wealth Management, Llc
|
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|
Ellenbecker Investment Group
|
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|
Shell Asset Management Co
|
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|
Smithfield Trust Co
|
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|
Thrive Wealth Management, LLC
|
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|
Centre Asset Management, LLC
|
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|
Bridger Management, Llc
|
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|
Toronto Dominion Bank
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
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|
|
Kingstone Capital Partners Texas, LLC
|
|
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|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Continental Advisors Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
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Profit Investment Management, LLC
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B.O.S.S. Retirement Advisors, LLC
|
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Oxford Asset Management Llp
|
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Point72 Asset Management, L.P.
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|
Laurel Wealth Advisors LLC
|
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|
Golden State Equity Partners
|
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|
Staley Capital Advisers Inc
|
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Cascade Investment Group, Inc.
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Sumitomo Mitsui Financial Group, Inc.
|
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Weaver Consulting Group
|
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|
Hilltop National Bank
|
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|
Qrg Capital Management, Inc.
|
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DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
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|
NCM Capital Management, LLC
|
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|
Scotia Capital Inc.
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Moors & Cabot, Inc.
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Eagle Capital Management, LLC
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Hunter Associates Investment Management Llc
|
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Gabelli Healthcare & Wellnessrx Trust
|
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|
Haverford Trust Co
|
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|
Davis R M Inc
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
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|
|
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|
Alphadyne Asset Management, LLC
|
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|
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|
Round Hill Asset Management
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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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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|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
D L Carlson Investment Group Inc
|
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|
Gwn Securities Inc.
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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|
Vestcor Inc
|
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Voya Investment Management Llc
|
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Schnieders Capital Management Llc
|
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Johnson Financial Group, Inc.
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West Bancorporation Inc
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
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|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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|
Nicholas Hoffman & Company, LLC.
|
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Man Group plc
|
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Montag A & Associates Inc
|
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Qsemble Capital Management, LP
|
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Noesis Capital Mangement Corp
|
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|
Vicus Capital
|
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Sloy Dahl & Holst, LLC
|
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Hartford Funds Management Co LLC
|
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|
Naples Global Advisors, Llc
|
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|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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|
Redwood Park Advisors LLC
|
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Ccm Investment Group, Llc
|
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PKO Investment Management Joint-Stock Co
|
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|
Hourglass Capital, Llc
|
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Aries Wealth Management
|
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|
MidWestOne Financial Group, Inc.
|
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CMT Capital Markets Trading GmbH
|
|
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|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
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|
Ted Buchan & Co
|
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|
AE Wealth Management LLC
|
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Nicolet Advisory Services, Llc
|
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|
Promethium Advisors,llc
|
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|
Raymond James Financial Inc
|
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|
Integrated Investment Consultants, LLC
|
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|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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|
Clean Yield Group
|
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|
Brandywine Global Investment Management, LLC
|
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|
Armstrong Advisory Group, Inc
|
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|
Pure Financial Advisors, Inc.
|
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|
Fortitude Family Office, LLC
|
|
|
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|
|
Pines Wealth Management, LLC
|
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|
|
Whalen Wealth Management Inc.
|
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|
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|
Strs Ohio
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
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|
|
|
|
Dogwood Wealth Management LLC
|
|
|
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|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
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|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
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|
Czech National Bank
|
|
|
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|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
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|
|
Williams Jones Wealth Management, LLC.
|
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|
Royal Fund Management, LLC
|
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|
Burford Brothers, Inc.
|
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|
Creative Planning
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
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|
Independent Investors Inc
|
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|
Penn Davis Mcfarland Inc
|
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Baker Avenue Asset Management, LP
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Keeler THomas Management LLC
|
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|
Peak6 Llc
|
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|
Caxton Associates Llp
|
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|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
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|
|
NorthStar Asset Management LLC /NJ/
|
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|
Wellspring Financial Advisors, LLC
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
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|
Flagship Wealth Advisors, Llc
|
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|
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|
Cowa, Llc
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
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|
ASR Vermogensbeheer N.V.
|
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|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
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|
Gallagher Capital Advisors, LLC
|
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|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
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|
Lmcg Investments, Llc
|
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Nabity-Jensen Investment Management Inc
|
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|
Deerfield Management Company, L.p. (series C)
|
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|
Mill Capital Management, LLC
|
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|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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|
|
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|
Bfsg, Llc
|
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|
MKT Advisors LLC
|
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|
Marathon Trading Investment Management LLC
|
|
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|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
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|
|
Forefront Analytics, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
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|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Baader Bank INC
|
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|
HBK Sorce Advisory LLC
|
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|
Autumn Glory Partners, LLC
|
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|
Gulf International Bank (UK) Ltd
|
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|
Waterfront Wealth Inc.
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
Naviter Wealth, LLC
|
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|
KLCM Advisors, Inc.
|
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|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
|
Ariston Services Group
|
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|
Peoples Financial Services Corp.
|
|
|
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|
Welch Group, LLC
|
|
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|
Graves-Light Private Wealth Management, Inc.
|
|
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|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
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|
|
|
Insight 2811, Inc.
|
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|
VAUGHAN & Co SECURITIES, INC.
|
|
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|
|
Franklin Resources Inc
|
|
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|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
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|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
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|
|
USS Investment Management Ltd
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Socorro Asset Management LP
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Sterling Capital Management LLC
|
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|
|
Violich Capital Management, Inc.
|
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|
First Merchants Corp
|
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|
Purus Wealth Management, LLC
|
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|
Element Wealth, LLC
|
|
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|
|
Snowden Capital Advisors LLC
|
|
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|
|
RiverFront Investment Group, LLC
|
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|
Atomi Financial Group, Inc.
|
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|
Paladin Advisory Group, LLC
|
|
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|
|
Hazlett, Burt & Watson, Inc.
|
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|
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|
LMG Wealth Partners, LLC
|
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|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
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|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
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|
Martin & Co Inc /tn/
|
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|
Hanson & Doremus Investment Management
|
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|
Voya Financial Advisors, Inc.
|
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|
BCS Wealth Management
|
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|
Atlantic Private Wealth, LLC
|
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|
Motco
|
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|
Aristotle Capital Management, LLC
|
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|
Paradigm Asset Management Co Llc
|
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|
Encompass More Asset Management
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
|
|
|
CX Institutional
|
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|
Heritage Trust Co
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Krilogy Financial LLC
|
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|
NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
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|
Retirement Planning Co of New England, Inc.
|
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|
Tufton Capital Management
|
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|
Comerica Bank
|
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|
Lowe Brockenbrough & Co Inc
|
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|
MetLife Investment Management, LLC
|
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|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
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|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Coerente Capital Management
|
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IFM Investors Pty Ltd
|
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VSM Wealth Advisory, LLC
|
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|
Bell Bank
|
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|
Farmers National Bank
|
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|
State of New Jersey Common Pension Fund D
|
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|
Blue Rock Wealth Management LLC
|
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|
Vision Financial Markets Llc
|
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Icon Wealth Advisors, LLC
|
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|
Quent Capital, LLC
|
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|
Burkett Financial Services, Llc
|
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|
IMA Wealth, Inc.
|
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4wealth Advisors, Inc.
|
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CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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|
Acadian Asset Management Llc
|
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|
Omnia Family Wealth, LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
Pacific Point Advisors, LLC
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
Stuart Chaussee & Associates, Inc.
|
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|
Hsbc Holdings Plc
|
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|
Machina Capital S.a.s.
|
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|
Pnc Financial Services Group, Inc.
|
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|
Snider Financial Group
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Cetera Trust Company, N.A
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
|
Bigelow Investment Advisors, LLC
|
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|
Petros Family Wealth, LLC
|
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|
Trust Co of Kansas
|
|
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|
Alexander Labrunerie & Co., Inc.
|
|
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|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
|
|
Nuveen, LLC
|
|
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|
Allred Capital Management, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
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|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
CM Management, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
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Hughes Financial Services, LLC
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TruWealth Advisors, LLC
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Kelly Financial Group Llc
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M&t Bank Corp
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Plimoth Trust Co Llc
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Beacon Investment Advisory Services, Inc.
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Exeter Financial, LLC
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Zwj Investment Counsel Inc
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Gagnon Securities Llc
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Independent Solutions Wealth Management, LLC
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Intrust Bank Na
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Independent Advisor Alliance
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Salomon & Ludwin, LLC
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Cutler Investment Counsel Llc
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Boyer & Corporon Wealth Management, LLC
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Cascade Investment Advisors, Inc.
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Prentice Wealth Management LLC
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Northwest & Ethical Investments L.P.
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
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Cypress Point Wealth Management, LLC
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Linscomb & Williams, Inc.
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Personal Cfo Solutions, Llc
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Lafayette Investments, Inc.
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My Legacy Advisors, LLC
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Arcadia Wealth Management, Inc.
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Cooper Financial Group
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Hickory Point Bank & Trust
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
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Founders Financial Alliance, LLC
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Ipswich Investment Management Co., Inc.
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JT Stratford LLC
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Clark Asset Management, LLC
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FT Vest Total Return Income Fund: Series A4
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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Grant Private Wealth Management Inc
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
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Rafferty Asset Management, LLC
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
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Atlantic Edge Private Wealth Management, LLC
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Alpha Omega Wealth Management LLC
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Gratus Wealth Advisors, LLC
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Affinity Investment Advisors, Llc
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
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Atlas Private Wealth Advisors
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
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WoodTrust Financial Corp
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Fiduciary Trust Co
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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Wiley Bros.-aintree Capital, 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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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
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Ubs Asset Management Americas Inc
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
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Private Trust Co Na
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Quattro Financial Advisors Llc
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Elevation Series Trust - The Opal Dividend Income ETF
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Great Valley Advisor Group, Inc.
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Merit Financial Group, LLC
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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Oliver Lagore Vanvalin Investment Group
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Diversify Wealth Management, Llc
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Hudson Valley Investment Advisors Inc /adv
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Ti-trust, Inc
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Aster Capital Management (DIFC) Ltd
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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Central Pacific Bank - Trust Division
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Cornell Pochily Investment Advisors, Inc.
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Kiley Juergens Wealth Management, Llc
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Broderick Brian C
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Ossiam
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Greenwood Capital Associates Llc
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Traynor Capital Management, Inc.
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CVA Family Office, LLC
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GSB Wealth Management, LLC
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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Mount Yale Investment Advisors, LLC
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Marex Group plc
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Chilton Capital Management Llc
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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B. Metzler seel. Sohn & Co. AG
|
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TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
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Arista Wealth Management, LLC
|
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Unisphere Establishment
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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Alta Advisers Ltd
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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